CITIC Construction Investment pointed out that Intel's financial report for the second quarter of 2026 was released, and the single-quarter revenue growth rate hit a new high in 15 years. Strong demand from hyperscalers and enterprise customers is driving the data center and AI business to become the main growth engine. Intel is expected to further increase capital expenditure to meet the strong CPU demand brought about by downstream computing power investment. The AMD conference raised medium- to long-term TAM, the pace of mass production of new products accelerated, and the CPU boom continued. SK Group and Nvidia reached a $500 billion cooperation agreement to develop and supply next-generation AI memory solutions to enhance the certainty of upstream production expansion. The AI hardware chain continues to prosper, which is ultimately reflected in continuous iteration and application implementation on the model side, and continued optimism about GPUs, CPUs, storage, high-speed networks, and computing power rental services.

CITIC Construction Investment pointed out that Intel's financial report for the second quarter of 2026 was released, and the single-quarter revenue growth rate hit a new high in 15 years. Strong demand from hyperscalers and enterprise customers is driving the data center and AI business to become the main growth engine. Intel is expected to further increase capital expenditure to meet the strong CPU demand brought about by downstream computing power investment. The AMD conference raised medium- to long-term TAM, the pace of mass production of new products accelerated, and the CPU boom continued. SK Group and Nvidia reached a $500 billion cooperation agreement to develop and supply next-generation AI memory solutions to enhance the certainty of upstream production expansion. The AI hardware chain continues to prosper, which is ultimately reflected in continuous iteration and application implementation on the model side, and continued optimism about GPUs, CPUs, storage, high-speed networks, and computing power rental services.