智通财经网·2026-02-02 08:47Core Viewpoint - Counterpoint Research predicts a significant increase in storage prices, with a rise of 40% to 50% expected in Q1 2026 and an additional 20% in Q2 2026, driven by hardware cost increases and growing demand for AI applications [1][4]. Supply Side - Major cloud providers, including Google and Amazon, have begun raising prices for their services, marking the first price hikes in years. Google Cloud announced price increases effective May 1, 2026, with data transmission costs in North America rising by 100% from $0.04/GB to $0.08/GB, and similar increases in Europe and Asia [1][2]. - Intel and AMD are planning to raise server CPU prices by 10-15% due to high demand from large-scale cloud service providers, with their server CPU production nearly sold out for 2026 [4]. - The price of G.652.D optical fiber in China has surged by approximately 80% compared to November 2025, reaching a near seven-year high of over 40 yuan per core kilometer in January 2026, with some manufacturers quoting prices as high as 50 yuan per core kilometer [4]. Demand Side - The rapid adoption of AI Agents is driving demand, exemplified by the explosive growth of the Clawdbot (now OpenClaw) on Moltbook, which has reached 1.5 million users. Google's integration of Gemini3 into Chrome browsers enhances accessibility for 3.8 billion users [3]. - Tencent has announced a cash distribution of 1 billion yuan for the Spring Festival, and its Yuanbao app has reached the top of the free app charts on the Apple Store [3]. Related Companies - Key players in the computing rental sector include Hongjing Technology (301396.SZ) and Xiechuang Data (300857.SZ). Major cloud providers include Wangsu Technology (300017.SZ), UCloud (688158.SH), Qingyun Technology (688316.SH), and Alibaba (09988) [5]. - Companies involved in CPU production include Lanke Technology (688008.SH), Haiguang Information (688041.SH), Guanghe Technology (001382.SZ), Longxin Zhongke (688047.SH), and China Great Wall (000066.SZ) [5]. - IDC and related companies include Runze Technology (300442.SZ), Dwei Technology (600589.SH), Aofei Data (300738.SZ), Dataport (603881.SH), and Zhongheng Electric (002364.SZ) [5].