Tech behemoth Meta has unveiled plans to offload its surplus AI computing capacity, a decision that has sparked market anxieties regarding a potential glut in AI computing resources. This development has precipitated a broad-based downturn in tech stocks worldwide. Notably, prominent tech stocks on the A-share market, encompassing sectors such as storage, optical modules, PCBs, and MLCCs, have also felt the impact. Concurrently, NVIDIA, a frontrunner in the upstream segment of the computing power industry chain, has declared the introduction of a novel AI infrastructure collaboration framework. This framework entails partnering with AI cloud service providers to construct expansive, multi-tenant AI factories via revenue-sharing and credit facilitation mechanisms, with the objective of furnishing computing resources for the AI ecosystem. Amidst these market fluctuations, industry insiders have underscored that the current computing power rental market continues to thrive, characterized by a robust order book and no indications of a slowdown.