The focus and layout of private equity on the AI industry chain is undergoing structural changes. The August monthly report published by a number of leading private equity firms shows that the AI industry is developing more in balance between upstream applications and downstream computing power, driven by a single computing power infrastructure. Investment opportunities in AI applications and cloud computing are worth focusing on.

The focus and layout of private equity on the AI industry chain is undergoing structural changes. The August monthly report published by a number of leading private equity firms shows that the AI industry is developing more in balance between upstream applications and downstream computing power, driven by a single computing power infrastructure. Investment opportunities in AI applications and cloud computing are worth focusing on.