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Group 1 - The core viewpoint indicates that the demand for AI computing power is expected to increase, with leading companies potentially raising their total demand forecast for 2026 to 15 million units, reflecting a strong and sustainable growth cycle in the optical module sector driven by AI computing power [1] - The upcoming release of Google's Gemini 3 series on October 22 is anticipated to catalyze market activity, with Gemini 3.0 expected to surpass the current top model, Gemini 2.5 Pro, in multiple dimensions, optimizing latency and cost control for faster and more economical AI services [1] - North American cloud service providers (CSPs) are projected to increase capital expenditures significantly, with a forecast of over $370 billion for the 2025 fiscal year, representing a 40% year-on-year growth, which will directly benefit the optical module and IDC sectors [2] Group 2 - Oracle's recent quarterly report shows a remaining performance obligation (RPO) of $455 billion, an increase of $317 billion from the previous quarter, indicating a strong commitment to AI investments with a projected capital expenditure of $35 billion for the 2026 fiscal year [2] - Domestic cloud service providers in China are also ramping up AI investments, with expected expenditures exceeding 450 billion yuan by 2025, alongside accelerated industrialization of domestic super-node computing clusters [2] - The artificial intelligence industry is experiencing rapid growth, with significant infrastructure investments and mature business models overseas, while domestic GPU production is increasing, contributing to sustained strength in computing power [2]