CITIC Construction Investment: Persistently Advocating for the AI Computing Power Sector
2025-10-28 / Read about 0 minute
Author:小编   

According to the latest research report issued by CITIC Construction Investment, the '15th Five-Year Plan' clearly states the intention to expedite the innovation of digital and intelligent technologies, notably artificial intelligence. It also emphasizes the comprehensive implementation of the 'AI Plus' initiative, aiming to empower diverse industries in a holistic manner. The report highlights that the current user penetration rate of AI large-scale models is still relatively low, with the overall development trajectory situated in its early to intermediate phases. The industrialization cycle is merely in its infancy, suggesting immense potential for investment in computing power. As revenues generated from large-scale models gradually climb, associated capital expenditures are expected to swell accordingly, with a discernible upper limit for investment on the horizon. Consequently, CITIC Construction Investment remains steadfast in its recommendation of the AI computing power sector, encompassing both domestic and North American computing power industry chains.