On May 13, CITIC Construction Investment unveiled its mid-year investment strategy for the communications and artificial intelligence sectors in 2026. The report highlights that the capital expenditures of the four leading cloud service provider (CSP) manufacturers in North America surged by 70.25% year-on-year in the first quarter of 2026, with a full-year projection reaching USD 710 billion (based on the median estimate). Firms like Google anticipate a continued significant uptick in investments by 2028. Amidst the robust expansion of the artificial intelligence industry, large-scale models are progressively achieving commercial viability, propelled by applications such as programming, resulting in explosive growth in Annual Recurring Revenue (ARR). CITIC Construction Investment forecasts that by 2026, there could be large model companies with ARR soaring to USD 200 billion, and it maintains an optimistic outlook on the development prospects of the artificial intelligence industry chain. The investment firm recommends concentrating on major model companies and crucial segments within the computing power industry chain, including GPUs, optical modules, optical chips, supporting instruments and equipment for optical communications, optical fiber cables, liquid cooling systems, power supplies, among others. Additionally, it advises keeping an eye on the potential of MicroLED as an optical interconnection solution.