CITIC Construction Investment: La potencia de cálculo de IA y la exploración espacial comercial entran en una fase de aceleración industrial

Golden Finance reports that on May 9th, CITIC Construction Investment Research pointed out that AI computing power and commercial space are entering an industry acceleration period.
On the computing side, application evolution is profoundly reconstructing infrastructure: Agents promote the shift of computational load from GPU-intensive to CPU-intensive, and the CPU-to-GPU ratio in data center CPUs 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 rockets undergo intensive verification, the increase in capacity supply will comprehensively accelerate satellite internet networking, pushing commercial space into a stage of high-quality development. (Dongxin News)