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Group 1 - The core viewpoint is that the demand for computing power driven by AI applications is experiencing sustained high growth, marking a pivotal moment for the proliferation of AI applications both domestically and internationally, leading to a resonance in the computing power industry chain [2][4]. - AIDC is entering a new investment wave, with significant value attributed to power supply systems, as highlighted by the recent World Artificial Intelligence Conference (WAIC 2025) in Shanghai, showcasing over 800 participating companies and numerous AI models and products [3][4]. - The rise of the computing economy and the integration of AI technology are making AIDC a hotspot for new infrastructure, with projections indicating that investments in AIDC could drive core AI industry growth by approximately 2.9 to 3.4 times, and related industries by about 36 to 42 times [4]. Group 2 - In terms of capital expenditure, the top four cloud vendors in North America are projected to invest over $300 billion by 2025, reflecting a year-on-year growth of over 30%, while the three major internet companies in China are expected to invest 240.8 billion yuan, with a year-on-year increase of 53% [5]. - The capital expenditure in AIDC is primarily focused on non-IT aspects, with power supply systems accounting for 69% and cooling systems for 18%, indicating a strong emphasis on infrastructure related to power generation and cooling [6][7].