Group 1 - The demand for AI inference is growing faster than the increase in computing power [1] - The cancellation of the AI diffusion policy by President Trump is seen as beneficial for the United States [1] - In the enterprise AI sector, Agentic AI is performing exceptionally well, even surpassing general AI [1] - Globally, there is significant investment in local manufacturing and AI applications, with new factories widely adopting AI technology [1]