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CSIC: Boosting Capital Expenditure in Computing Power, Eyes Promising Investment Opportunities in AIDC Electrical Infrastructure
2025-01-24 /
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Author：小编
According to CSIC's research report, the surge in domestic capital expenditures on computing power has underscored the significant value of data center electrical systems, poised to deliver substantial benefits across related sectors. It is projected that from 2025 to 2028, the compound annual growth rate of newly installed power capacity in domestic data centers will reach an impressive 25%. CSIC holds a positive outlook on NVIDIA's industry chain, anticipating an increase in the adoption of new technologies, a preference for inflation-resistant products, and robust investment opportunities in power links characterized by high power elasticity and strong localization potential.
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