Core Viewpoint - Microsoft CEO has warned that power shortages are becoming a bottleneck for the AI industry, prompting inquiries about collaborations with companies like Huashu Technology [1] Company Summary - Huashu Technology (301157.SZ) is a leading provider of battery safety management (BMS) products and services in China [1] - The company has previously supplied its BMS products and services directly to Microsoft [1] - Future plans include providing comprehensive solutions and services to Microsoft's computing centers [1] Industry Context - The AI industry is facing challenges due to power shortages, which could impact growth and operational capabilities [1] - The collaboration between technology companies and battery management providers is crucial for addressing these challenges [1]

Core Viewpoint - Microsoft CEO warns that power shortages are becoming a bottleneck for the AI industry, highlighting the importance of energy supply for technological advancements [1] Group 1: Company Information - The company is a leading provider of battery safety management (BMS) products and services in China [1] - The company has previously supplied its battery BMS products and services directly to Microsoft [1] - The company plans to provide comprehensive solutions and services to Microsoft's computing center in the future [1] Group 2: Industry Context - The industry is facing challenges related to power shortages, which could impact the growth and development of AI technologies [1] - The company sells its products and services overseas through agents, indicating a global market presence [1] - The company does not have access to specific information about downstream end customers due to confidentiality and supply chain privacy [1]