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CITIC Construction Investment: Large Model Development Remains in Early to Intermediate Stages; AI Computing Power Sector Continues to Be Highly Recommended
2025-10-28 /
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Author：小编
CITIC Construction Investment has highlighted that the current penetration rate of AI large models among users remains relatively modest. The development trajectory of these large models is still unfolding within its early to intermediate phases, with the industrialization process just commencing. As revenues generated from large models experience growth, investments in computing power are anticipated to intensify further. Correspondingly, capital expenditures are projected to rise, thereby unveiling substantial investment opportunities. Consequently, the firm continues to advocate for a focused approach on the AI computing power sector, encompassing both domestic and North American computing power industry supply chains.
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