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In a recent research report, Galaxy Securities has highlighted that the expanding realm of inference applications has not dampened the demand for computing power sectors. Rather, it has spurred further demand for computational capabilities. Market sentiment often suggests that the surge in inference applications could constrain the growth prospects of computing power sectors past 2026. Nevertheless, Galaxy Securities contends that this perception might not accurately reflect the dynamics within the computing power industry. Amidst the overarching increase in demand for computing power, sectors related to this domain continue to offer substantial investment value. Consequently, investors are encouraged to prioritize sub-sectors exhibiting robust development potential and sustained momentum.
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