中信建投：随着AI算力需求提升 建议重点关注IDC产业链

Group 1 - Xiaomi is building its own GPU cluster and is making significant investments in AI large models [1] - The Xiaomi large model team initially had 6,500 GPU resources, indicating a strong focus on AI large models [2] - The demand for data centers is expected to increase due to rising AI computing power needs, particularly for high-power super-large data centers [3] Group 2 - The recent power outage at Microsoft's data center affected OpenAI's AI services, highlighting the importance of reliable power supply for AI operations [2] - There is a growing need for advanced infrastructure in the IDC industry, including power equipment and liquid cooling systems, to meet the demands of high-performance computing [3]