Over the past several years, companies specializing in photovoltaic, energy storage, and charging infrastructure have encountered intense competition and price wars within traditional markets. This has resulted in industry-wide losses, primarily due to imbalances between supply and demand. Concurrently, the advancement of AI computing power has been hindered by limitations in grid capacity. Drawing on power electronics technologies akin to those employed in AIDC intelligent computing centers, new energy firms have ventured into the power supply market for these centers. Certain companies have experienced a notable surge in orders for related services, prompting the capital market to reassess their value using novel valuation frameworks. Nevertheless, translating concepts into tangible capabilities is essential. The dynamics of this new sector are evolving: overseas markets have seen a rise in off-grid power supply needs, attributed to sluggish grid expansion, while domestically, direct connections to green power sources are being utilized to tackle consumption challenges. Enterprises from diverse backgrounds are entering the market, each leveraging their unique strengths. The closer equipment is positioned to the computing power load, the more secure orders and pricing influence become. Ultimately, only firms capable of consistently delivering highly reliable services will be able to transform conceptual buzz into enduring value.