AI小二 | 果链、T链、达链后，歌链正在崛起！

Core Viewpoint - The article discusses the recent interest in A-share stocks related to Google's TPU collaboration and highlights potential investment opportunities within the AI infrastructure and related sectors in China [5]. Group 1: A-share Google Industry Chain Concept Stocks - A-share Google industry chain concept stocks are primarily focused on AI computing infrastructure, particularly self-developed TPU chips and optical switching technology (OCS), cloud computing services, and large model ecosystems [8][10]. - The current capital market attention is concentrated on optical communication and advanced packaging segments [8]. Group 2: Investment Logic and Related Companies - Optical Modules/Devices: The core demand for Google's TPU clusters and data center expansion is driving the need for optical modules, with a speed upgrade to 1.6T. Companies benefiting include Zhongji Xuchuang, Xinyisheng, Tianfu Communication, and others [10]. - OCS Optical Switching: Google's technological innovation in OCS aims to replace traditional switches, significantly improving efficiency and reducing power consumption and capital expenditure. Key companies include Tengjing Technology, Dekeli, and others [10]. - Chip Design and Manufacturing: Benefiting from the high demand for global AI computing power and domestic substitution logic, companies like Northern Huachuang, Zhaoyi Innovation, and SMIC are highlighted [10]. - PCB/Servers: Companies providing mainboards and PCB hardware support for Google's data centers include Huadian Co., Industrial Fulian, and Shenzhen South Circuit [10]. - Liquid Cooling Solutions: The high-density computing demand is promoting the adoption of liquid cooling solutions in data centers, with companies like Yingweike being key players [10].