INSTITUTION: THE PERFORMANCE OF INGWEIDA STRONGLY VALIDATES THE AI INFRASTRUCTURE INVESTMENT LOGIC

On 27 August, Charu Chanana, the chief investment strategist of the Treasure Market, stated that the performance of the NVDA.O strongly validated the logic of investment in artificial intelligence infrastructure. She noted that, as productive capacity continued to expand, storage, networks, light communications, power infrastructure and some cloud service providers would benefit, but that there was also a growing need for markets to see returns from investment in artificial intelligence. Storage remains one of the clearest areas of benefit, and the profit-rate guidelines of Weeda confirm that supply remains strained. Following the release of the British Wida performance, there was a general increase in Asia ' s storage chip units. Chanana adds, however, that the next phase of the storage chip line will increasingly depend on AI demand and the ability of each accelerator to absorb the increasing supply capacity, rather than relying solely on supply shortages to drive price increases。