A recent research report from CSIC highlights that the adoption rate of large AI models remains low, indicating their development is still in the mid-to-early stages. Crucially, the cycle of industrialization applications for these models has just commenced. As these large models evolve, investments in computing power are surging, with capital expenditures poised to escalate in tandem with the growing revenues of these models, thereby unveiling substantial investment opportunities. Within the computing power infrastructure industry chain, both the North American and domestic ecosystems warrant close attention.
