During the first six months of 2025, numerous listed companies across the computing power industry chain witnessed substantial earnings growth, primarily fueled by heightened investments in foundational computing infrastructure and AI computing power. This observation was uniformly highlighted in their interim reports and earnings forecasts. Zhan Junhao, a partner at Fuzhou Gongsunce Public Relations Consulting Co., Ltd., emphasized that the proliferation of AI applications has spurred an exponential increase in computing power demand, heralding a golden era for related listed enterprises. The computing power industry chain comprises various segments, including servers, optical modules, and data centers. Amidst the surging demand for AI large model training and inference, the order volumes and performance of these companies are anticipated to achieve significant growth.
