CITIC Construction Investment: AI Computing Power and Commercial Spaceflight Enter an Industry Acceleration Period

Deep Tide TechFlow news: On May 09, a research report from China International Capital Corporation (CICC) pointed out that AI computing power and commercial space are entering an accelerated period of industrial development. On the computing side, the evolution of applications is profoundly reshaping infrastructure: Agents are driving computational workloads from being GPU-intensive to being CPU-intensive, and the CPU-to-GPU mix in data centers is expected to increase significantly. The explosive growth in demand for AI computing power—together with factors such as rising memory prices and tight production capacity—has jointly driven server CPU shortages and price increases since the beginning of this year. Meanwhile, cost reduction demands for large-model inference are pushing industry leaders to accelerate their deployment of ASICs, as the industry moves toward heterogeneous coordination of GPU + ASIC. On the space side, with 2026 Space Day as an opportunity, as multiple types of reusable rockets undergo intensive verification, improvements in launch capacity will comprehensively accelerate the networking and constellation buildout of satellite internet, driving commercial space toward a stage of high-quality development. (Jin10)