According to the research report issued by CITIC Construction Investment, both AI computing power and the commercial space sector are on the cusp of a phase of accelerated industrial growth. In the realm of computing power, the progression of applications is fundamentally transforming the layout of infrastructure: Agent technology is steering computational workloads from GPU-intensive to CPU-intensive tasks, with a notable increase anticipated in the ratio of CPUs to GPUs within data centers. The escalating demand for AI computing power, in tandem with rising memory prices and limited production capacities, has resulted in a scarcity and subsequent price hike of server CPUs this year. To curtail the expenses associated with large-scale model inference, tech behemoths are expediting the rollout of ASICs, propelling the industry towards a heterogeneous collaborative approach that combines GPUs and ASICs.

In the space sector, with the 2026 Space Day serving as a catalyst, a variety of reusable rockets are set to undergo rigorous validation processes. The augmentation of transport capabilities will expedite the deployment of satellite internet networks, thereby ushering the commercial space industry into a fresh era of high-caliber development.