According to a research report from CSC Securities, the AI-driven demand for the computing power industry is robust, signaling sustained prosperity. Despite potential short-term volatility or adjustments stemming from market fluctuations, tariff concerns, chip architecture evolution, and valuation realignments, CSC Securities maintains a bullish outlook on the industry's long-term trajectory. The firm advocates prioritizing resource allocation to industry leaders over the medium to long term. Notably, OpenAI has entered into a strategic alliance with Broadcom, aiming to co-develop and deploy custom AI chips and computing systems with a staggering total power consumption of 10GW over the next four years. This, combined with prior computing power procurement deals with NVIDIA and AMD, brings the total investment scale to an impressive 26GW. In parallel, the ESUN Alliance has made its debut, dedicated to tailoring and upgrading Ethernet technology for AI Scale-Up environments, fostering the seamless integration of Scale-Up and Scale-Out networks. Furthermore, the Ministry of Industry and Information Technology has initiated a specialized "millisecond computing" program in metropolitan areas, with a focus on developing computing power networks and constructing metropolitan networks characterized by high-speed, large-capacity, deterministic low-latency, and ubiquitous broad coverage. By 2027, the goal is to establish a fundamental metropolitan millisecond computing network capability system that ensures full-domain coverage and efficient interconnection.