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A research report issued by CITIC Construction Investment highlights that AI large-scale models are undergoing continuous iteration and upgrading. The competitive landscape in this field remains fierce, and there is a robust demand for computing power. The institution maintains an optimistic stance towards the AI computing power sector. Beyond the North American supply chain, the domestic supply chain also warrants attention. On one hand, domestic supply chain companies have undergone substantial adjustments in their early stages, whereas North American optical module companies have recently witnessed their stock prices soar to new heights. On the other hand, with the enhancement in the capabilities and supply of domestic GPUs, coupled with the easing of restrictions on H200, the deployment pace of domestic AI computing power infrastructure is anticipated to accelerate.
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