A recent research report by China Securities highlights that CoreWeave has pioneered the deployment of the NVIDIA GB300 NVL72 system, positioning itself as the inaugural cloud service provider to adopt this cutting-edge technology. Concurrently, Oracle has inked a significant cloud services agreement, while Meta has undergone a restructuring of its AI division, signaling a commitment to substantial investments in advancing superintelligence. Collectively, these developments underscore the rapid pace of growth within the AI sector, where demand for computing power is on a relentless upswing. Despite the market's cautious stance in the short term, influenced by sectoral rallies and tariff concerns, the long-term outlook for investments in AI-driven computing power remains promising. Investors are advised to concentrate on high-growth, undervalued targets, firms benefiting from spillover demand, upstream constrained segments, as well as the burgeoning 1.6T and CPO industries.