CITIC Construction Investment : Se concentrer sur les opportunités de développement de la puissance de calcul déductive et de l'aérospatiale commerciale

Mars Finance reports that CITIC Construction Investment’s research report indicates that AI computing power and commercial space are entering an industry acceleration period.
On the computing side, application evolution is profoundly reconstructing infrastructure:
Agent promotes the shift of computational load from GPU-intensive to CPU-intensive, and the CPU-to-GPU ratio in data center CPUs and GPUs is expected to significantly increase;
The explosive demand for AI computing power, combined with memory price increases and capacity shortages, has jointly driven server CPU shortages and price hikes since the beginning of this year;
The cost reduction demand for large model inference is accelerating industry giants’ deployment of ASICs, leading the industry towards a heterogeneous collaboration of GPU + ASIC.
On the space side, taking the 2026 Space Day as an opportunity, as multiple reusable rocket types undergo intensive validation, the increase in transportation capacity will comprehensively accelerate satellite internet networking, pushing commercial space into a stage of high-quality development.