Nvidia(US:NVDA) Sou Hu Cai Jing·2026-03-18 06:15Core Insights - The domestic computing power industry chain experienced a strong rally due to Alibaba Cloud's price increase and Nvidia's strategic moves in the AI sector [1][3] Group 1: Alibaba Cloud Developments - Alibaba Cloud announced price increases of up to 34% for AI computing power and storage products due to surging global AI demand and supply chain costs [3] - The price hikes include a 5%-34% increase for computing cards like the PingTouGe ZhenWu 810E and a 30% increase for the CPFS (Intelligent Computing Version) storage product [3] - A significant factor for the price increase is the "explosion in Token usage," with Alibaba Cloud's MaaS business achieving record growth in Q1 2026 [3] Group 2: Nvidia's Strategic Positioning - Nvidia's CEO praised the OpenClaw project, suggesting it could become the next ChatGPT, indicating a strong focus on its development [3] - OpenClaw has become the most popular application on OpenRouter, with its Token consumption significantly surpassing that of other applications [4] Group 3: Market Trends and Performance - The rise of OpenClaw signifies a shift in the AI industry from model capability to task completion capability, leading to increased Token consumption and demand for computing power infrastructure [4] - As AI applications extend from training to inference, there is a growing demand for low-latency and high-throughput computing hardware [5] - The cloud computing ETF (159890) has seen a substantial increase of 601% since its inception, outperforming other indices like CS AI and CSI 300 [5]