With the ever-deepening industrialization of AI, the demand for computing power is on a constant upward trajectory. Data from Wind reveals that as of October 28, out of the 53 listed companies in the computing power leasing sector, 25 have released their third-quarter reports for 2026. Among these, four companies have reported a reduction in year-on-year losses for the first three quarters, two have successfully transformed losses into profits, and seven have witnessed a year-on-year rise in net profit attributable to shareholders. Wu Zewei, a dedicated researcher at Susong Bank, highlighted that the performance of listed companies within the computing power leasing industry exhibits significant divergence. While some companies have seen a swift surge in revenue, their profits are facing short-term challenges due to the influence of one-time gains, as well as asset depreciation and amortization. Conversely, other companies have excelled in the first three quarters, leveraging high-quality long-term contracts and innovative business models.