Recently, Oracle, a well-established technology firm, witnessed a remarkable 40% surge in its stock price within a single day, capturing the attention of the global capital market. The company's financial results for the first quarter of fiscal year 2026 revealed an astonishing 359% year-on-year rise in remaining performance obligations for its cloud infrastructure business, amounting to a staggering $455 billion. Nearly 60% of this sum originated from a colossal five-year, $300 billion inference computing power contract signed with OpenAI. An executive from a prominent domestic cloud computing provider noted that while uncertainties linger regarding the timeline for order delivery from signing to completion, this deal has already sent a strong signal to the industry chain. It underscores that the demand for computing power, especially inference computing power, significantly outstrips supply, thereby boosting confidence in industry chain investments in the AI and cloud sectors.