On August 25, a research report released by CSC highlighted that OpenAI's decision on August 21 to slash the price of its GPT-5.6Sol API by more than 20% is set to make high-performance model invocations more cost-effective. This strategic move is anticipated to spur greater utilization in high-Token contexts, such as intelligent agents and code generation, consequently driving up the demand for inference computing power. In parallel, Alibaba reported that its latest quarterly revenue from AI Cloud and Compute Services soared to around 48.4 billion yuan, marking a 45% year-on-year surge. Notably, the revenue generated from AI-centric products has sustained triple-digit growth for twelve consecutive quarters, underscoring the accelerating commercialization of AI technologies. CSC remains bullish on the prospects within the industry chain, encompassing optical modules, servers, liquid cooling systems, and cloud computing, propelled by the ongoing commercialization of large-scale AI models and the escalating demand for computing resources.