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TF Securities emphasizes that Capex (capital expenditure) continues to exhibit robust momentum, fueled by model iterations that spur a fresh wave of inference demand. Consequently, computational power remains highly dynamic. Leading tech companies like Microsoft, Google, and Meta have augmented their annual capital expenditures, signifying an accelerated push towards AI infrastructure development. Anticipating the second half of the year, we foresee a concurrent surge in demand for both data center inference and training computational power. This growth will bolster the prosperity of core segments, including GPUs, ASICs, optical communications, and liquid cooling. We recommend focusing on core hardware enterprises poised to benefit from the acceleration of AI inference.
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