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CITIC Construction Investment: Continually Optimistic About the Artificial Intelligence Industry Chain
The bank believes that the artificial intelligence industry is thriving, with large models achieving a business closed-loop driven by applications such as programming, and ARR is experiencing explosive growth. We are very likely to see large model companies with ARR reaching around $200 billion by 2026. The bank remains optimistic about the AI industry chain, continuously recommending large model companies and core links in the computing industry chain, including GPUs, optical modules, optical chips, optical communication supporting instruments and equipment, optical fiber cables, liquid cooling, power supplies, and also suggests paying attention to the potential of MicroLED as an optical interconnect solution.