AI算力需求庞大！计算机ETF（159998）实时成交额居同标的首位，云计算ETF沪港深（517390）飘红，机构：AI已成为驱动云计算行业增长的核心引擎

Group 1 - The computer ETF (159998) experienced a decline of 1.05% after two consecutive days of gains, with a trading volume exceeding 90 million yuan, maintaining the top position among its peers [1] - The latest circulating scale of the computer ETF (159998) is 2.92 billion yuan, ranking first among similar products [1] - The cloud computing ETF (517390) saw a slight increase of 0.29%, with a premium trading occurrence and a premium rate of 0.07% [1] Group 2 - The cloud computing ETF (517390) closely tracks the CSI Hong Kong and Shanghai Cloud Computing Industry Index, focusing on internet companies in Hong Kong and computing leaders in A-shares [2] - A report indicated that AI company Anthropic is in discussions with Google for a deal that could provide hundreds of billions of dollars in additional computing power [2] - The Zhejiang provincial government is seeking opinions on a plan to optimize computing power support, aiming to lower operational costs for SMEs and startups [2] Group 3 - The computer industry weekly report from Shanghai Securities highlights that AI has become the core driver of growth in the cloud computing sector, with significant demand for computing power from large model training and inference [3] - Major global cloud providers are increasing capital expenditures for high-performance infrastructure to capitalize on the growth opportunities presented by AI [3] - The computer industry maintains a "recommended" rating based on the incremental space and profit prospects brought by AI [3]