CICAD: BIANNUAL COMPUTER PLATE FORECAST THE CONTINUED DISCLOSURE OF AI COMPUTING HARDWARE HIGHVIEW GAS

According to CIBSR, the six-monthly report of the A share computer block forecasts the continuation of the AI industry chain atmosphere with the overseas model over time: on the one hand, the performance of the AI server, the smart infrastructure and the software and AI application start to reflect operational repairs and revenue landings; on the other hand, the OpenAI, xAI, Meta and other overseas models continue to strengthen Agent, Coding, Multimodular and Office Accesses, and model competition is expected to continue to resonate from capacity validation to high-frequency site locations, with reasoning on side power consumption, infrastructure inputs and the commercialization of AI applications。