NVIDIA witnessed a remarkable 106% year-on-year surge in revenue, coupled with a robust 70% growth projection for the upcoming year. Its stellar performance significantly outstripped market forecasts, underscoring the burgeoning demand within the AI computing power sector, where supply constraints act as a limiting factor. NVIDIA's 'computing power equates to revenue' paradigm has ignited a ripple effect across the A-share market. On August 27th, a slew of NVIDIA-linked concept stocks witnessed a strengthening trend, with both the STAR 50 Index and the Science and Technology Innovation Chip Design Theme ETF registering substantial gains. The market's attention is not solely fixated on NVIDIA's present achievements but also on evaluating the sustainability of the computing power sector's upswing that it propels. Presently, the demand for AI remains vigorous, data center demand continues unabated, and product upgrades persist, thereby mitigating market apprehensions regarding a peak in computing power capital expenditures. Nevertheless, uncertainties loom, encompassing risks associated with customer concentration and dependency, the feasibility of establishing downstream AI commercialization closed loops, the timeline for alleviating supply chain bottlenecks, and the potential diversion of NVIDIA's demand due to cloud providers' endeavors to develop proprietary chips.