Galaxy Securities has noted that recently, the first national-level policy specifically targeting artificial intelligence service providers has been rolled out. This signifies a pivotal industry shift, moving the focus away from model competition towards implementation and delivery. The policy places a strong emphasis on bridging the service layer that connects large-scale models with various industries, thereby unlocking the final hurdle in AI application deployment. This development is poised to potentially trigger a reevaluation of AI application endpoints. Moreover, internet companies have successfully navigated through the product validation phase and are now transitioning into bulk procurement. They continue to be the primary drivers of demand for domestically-produced super nodes. It is expected that the delivery of these domestically-produced super nodes will pick up pace in the latter half of the year. This acceleration will, in turn, bring benefits to the upstream components of the industrial chain, including chips, servers, power supplies, liquid cooling systems, and connectors.