CITIC Construction Investment : La puissance de calcul IA et l'aérospatiale commerciale entrent dans une période d'accélération industrielle

Gold Finance reports that on May 9th, CITIC Securities 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:
Agent promotes 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 driving industry giants to accelerate ASIC deployment, with the industry moving 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 validation, the increase in transportation capacity will comprehensively accelerate satellite internet networking, pushing commercial space into a stage of high-quality development. (Dongxin News)