On September 9th (local time), Oracle unveiled its financial results for the first quarter of fiscal year 2026. The report highlighted that its Remaining Performance Obligations (RPO), which represent contracted revenue yet to be recognized, soared to USD 45.5 billion, marking a staggering 359% year-on-year increase. This significant surge in Oracle's RPO underscores the robust demand for AI infrastructure and the prevailing scarcity of inference computing power, signaling that AI deployment is occurring on a grand scale.

On the 10th, in the A-share market, stocks within the AI industry chain, such as those related to Co-Packaged Optics (CPO) and computing power, exhibited strong performance. Industry experts are upbeat about the sustainable growth prospects of domestic companies that directly bolster overseas supply chains. Considering that China boasts the most comprehensive industrial production system in the world, it enjoys substantial advantages in AI implementation. Consequently, the value of segments within the domestic AI industry chain may be undervalued.