C.I.S.: THE I.A. RETURN LOOP IS NOW FIRMLY LOOKING AT THE LIGHT COMMUNICATION PANEL

On 4 August, CGI reported that four major North American cloud manufacturers had maintained high growth in capital spending in the second quarter of 2026, and that Google and Amazon manufacturers had further improved their 2026 year-round guidelines, with Amazon AWS receipts, operating margins and Backlogs exceeding expectations. The Amazon CEO Andy states that the “less than three years” balance point for the investment of servers and network equipment is a positive response to the key issue of AI input ROI, and that the AI input-reward virtuous circle has been initially established, significantly reducing market concerns about the sustainability of AI Capex’s huge input. CSI believes that, against the background of cloud-manufacturing performance confirming AI's drive to business growth, the size of AI clusters will expand further, with light interconnection as an important link in the cluster network, which will continue to grow at a high rate under the triple factors of GPU alignment, port rate escalation and “slow-up copper” in view of the long-term atmosphere of light communication plates。