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

Golden 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 also accelerating industry giants to deploy ASICs, leading the industry toward 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 fully accelerate satellite internet networking, pushing commercial space into a stage of high-quality development. (Dongxin News)