According to the CITIC Securities Research Report, the 2026 World Artificial Intelligence Conference will be held in Shanghai from July 17 to 20. The three major AI sector forums will total 112, accounting for 64%. The two major tracks of AI intelligent computing and physical intelligence will each gather more than 200 companies. The conference focused on four major highlights: 1) the launch of new computing power chip products from companies such as Tianshu Smart Chip, and the commercialization process is expected to accelerate; 2) 10,000 card and 100,000 card supernodes, leading the world in domestic system-level computing power levels to help continue to advance scenarios such as cloud training; 3) AI end side and AI applications continue to be implemented; 4) big models and other AI infrastructure-related technologies were unveiled. Big models, AI foundations, computing power chips, and cutting-edge technology continue to be promoted iteratively, and we continue to be fully optimistic about the domestic computing power industry chain.

According to the CITIC Securities Research Report, the 2026 World Artificial Intelligence Conference will be held in Shanghai from July 17 to 20. The three major AI sector forums will total 112, accounting for 64%. The two major tracks of AI intelligent computing and physical intelligence will each gather more than 200 companies. The conference focused on four major highlights: 1) the launch of new computing power chip products from companies such as Tianshu Smart Chip, and the commercialization process is expected to accelerate; 2) 10,000 card and 100,000 card supernodes, leading the world in domestic system-level computing power levels to help continue to advance scenarios such as cloud training; 3) AI end side and AI applications continue to be implemented; 4) big models and other AI infrastructure-related technologies were unveiled. Big models, AI foundations, computing power chips, and cutting-edge technology continue to be promoted iteratively, and we continue to be fully optimistic about the domestic computing power industry chain.