A recent research report from CICC highlights that in the past few years, leading cloud computing providers globally have significantly ramped up their investments in AI infrastructure. As the linchpin of diesel generator sets, which serve as backup power sources in data centers, large-bore engines present significant technical hurdles and have a low localization rate. Amidst the rapid surge in demand for AIDC (Artificial Intelligence and Data Center) construction, diesel generator sets and large-bore engines for data centers are encountering market prospects that promise both volume expansion and price hikes. The trend towards full-chain domestic substitution has emerged as a clear directive, making it advisable to keep a watchful eye on large-bore engine manufacturers and their supply chain partners that possess relevant independent brands.