Venture(US:VEMLY) Ge Long Hui·2025-09-11 03:25Core Insights - The surge in CPO stocks such as Zhongji Xuchuang, Xinyi Sheng, and Tianfu Communication has driven significant gains in various AI-focused ETFs, indicating a strong market interest in AI-related investments [1][2] - Oracle's stock price skyrocketed by 36%, adding $244 billion to its market capitalization, primarily due to substantial cloud contracts with leading AI companies [3] - The AI computing sector is experiencing high growth, with major players like NVIDIA and Broadcom reporting significant revenue increases, reinforcing the bullish outlook for AI infrastructure investments [4][6] Group 1: Stock Performance - Zhongji Xuchuang, Xinyi Sheng, and Tianfu Communication saw stock increases of over 10%, while several AI ETFs rose by more than 6% [1] - The top three components of the AI ETF index are CPO giants, accounting for a combined 45.58% of the index [2] Group 2: Oracle's Financial Performance - Oracle's remaining performance obligations (RPO) surged to $455 billion, a 359% year-over-year increase, driven by large cloud contracts [3] - A five-year contract with OpenAI is valued at $300 billion, contributing significantly to Oracle's revenue growth [3] Group 3: AI Computing Sector Growth - NVIDIA reported a quarterly revenue of $46.7 billion, a 56% year-over-year increase, with data center revenue also showing strong growth [4] - Broadcom's AI semiconductor revenue grew by 63% year-over-year, indicating robust demand in the AI chip market [4] - Major tech companies are ramping up investments in AI, with Meta planning to invest $600 billion in the U.S. by 2028 and OpenAI forecasting $13 billion in revenue by 2025 [6]