It is projected that by 2025, with major Cloud Service Provider (CSP) companies continuously realizing their capital expenditures and the steady uptick in Token demand, the computing power sector is set to maintain its vigorous growth momentum. Within the realm of AI applications, sectors like AI financial technology (fintech) and AI healthcare have exhibited exceptional performance. Meanwhile, versatile Agent applications have also sustained their resilient expansion.

On the whole, the sector's profitability is expected to witness a marked improvement. Profit growth rates are anticipated to climb in sync with revenue increases, and the majority of companies that were previously incurring losses are projected to either narrow their deficits or achieve profitability.

Casting an eye toward 2026, domestic computing power is expected to continue its high-growth trajectory, with competition intensifying at the system level, encompassing super-nodes. AI applications are on the verge of reaching a turning point, transitioning from partial scenarios to multimodal applications. Domestic companies are ramping up their efforts to expand into overseas markets, and technology driven by domestic demand is also garnering policy support.

In the meantime, it is crucial to keep a watchful eye on risks such as discrepancies in performance forecasts and subpar macroeconomic performance. Regarding investment strategy, focus should be directed toward areas including AI infrastructure, AI applications, AI healthcare, and satellite internet.