Group 1 - The core viewpoint is that the demand for AI computing power is driving the upgrade of the optical communication industry, with significant capital expenditures from overseas cloud providers and TSMC, indicating strong demand for AI infrastructure [2] - Major optical communication stocks, such as Yangtze Optical Fibre and Cable (06869), Huiju Technology (01729), and Hongteng Precision (06088), have seen notable stock price increases, reflecting market optimism [1] - The shortage of supply for high-speed optical chips is expected to be alleviated as upstream manufacturers actively expand production and the penetration rate of silicon photonics increases [2] Group 2 - Meta and Microsoft have reported that the tight supply of AI computing power will persist until 2026, with both companies exceeding market expectations in their fourth-quarter capital expenditures [1] - The demand for inference and training computing power is surging, leading to price increases from Amazon Cloud and Google Cloud [1] - The NPO technology, known for its low power consumption, high bandwidth, and maintainability, is becoming a key transitional solution for scaling up, with leading companies already positioning themselves to drive the industry towards more efficient optical interconnection architectures [2]