Zhong Guo Neng Yuan Wang·2025-09-18 02:36Core Insights - Oracle has raised its cloud infrastructure revenue forecast, reflecting strong demand driven by AI, with FY1Q26 cloud infrastructure revenue reaching $3.3 billion, a 55% year-over-year increase [1] - The company's remaining performance obligations (RPO) reached $455 billion, up $317 billion from the end of last year, marking a 359% year-over-year growth [1] AI Computing Power - Oracle's upward revision of cloud infrastructure revenue expectations indicates sustained demand for AI-driven cloud infrastructure [2] - Key focus areas for investment include AI liquid cooling, gas turbine segments for AI data center power, and cooling segments [2][6] - Recommended companies in AI liquid cooling include Feirongda, Gaolan Co., Tongfei Co., and Nanfeng Co. [2] Humanoid Robots - Tesla is finalizing the design of its Optimus V3 humanoid robot, which will feature dexterous hands similar to humans [3] - The humanoid robot sector is still in its early stages, with a focus on technological advancements and market liquidity [3] - Companies to watch include key suppliers to Tesla and those with strong market positions, such as Feirongda, Longxi Co., Weiman Sealing, Hengli Hydraulic, and others [3][6] Industry Dynamics - Recent developments include the establishment of a technology company in Fujian focused on humanoid robots and the introduction of national standards for humanoid robots by regulatory authorities [4] - OpenAI and Oracle have signed a $300 billion computing power order, indicating significant investment in AI infrastructure [4] Company Developments - Green's Harmony products have gained recognition from downstream robot manufacturers, and Haier's home service robot has reached maturity [4] - Nanfeng Co. is investing $50 million to expand its 3D printing capacity [4] Investment Focus - Key companies to monitor include Weiman Sealing, Feirongda, Longxi Co., and others in the AI and humanoid robot sectors [5][6]