Core Viewpoint - The industry is experiencing a shift as the period of scarcity for cards is coming to an end, with new developments indicating a potential increase in market activity and interest in AI computing power and applications. Group 1 - The recent months have seen a lack of interest in AI computing power and applications, with no inquiries for over two months [2][6]. - There has been a sudden resurgence of interest, with inquiries starting to emerge today [3][7]. - The previous assessment indicated that the state of unavailability of cards would soon be resolved, following trips to Mongolia and Hangzhou [4]. Group 2 - Developments such as self-developed ASIC cards, the upcoming release of low-end NVIDIA cards, and the launch of Alibaba and ByteDance's overseas IDC services suggest that the card scarcity period since March is nearing its end [5]. - Despite the recent uptick in interest, the market's enthusiasm remains significantly lower than that for stablecoins, at less than one-fifth of the previous levels [8].