Group 1 - The core viewpoint indicates that there is a significant demand for computing power, which is currently outstripping supply, particularly following OpenAI's recent actions and the launch of ChatGPT Atlas on October 22, leading to a noticeable increase in token consumption [1] - OpenAI's recent financing efforts are expected to accelerate AI computing infrastructure, with other manufacturers likely to follow suit [1] - The computing hardware market is projected to grow rapidly, with high-end components such as 1.6T optical modules expected to see increased demand due to the anticipated release of NVIDIA's Rubin series chips and Google's TPU7 [1] Group 2 - The optical module market is expected to maintain a high level of prosperity, supported by ongoing investments in computing infrastructure both domestically and internationally [1] - As of October 24, the communication ETF (515880) ranks first in its category with a scale of 10.299 billion, where "optical modules + servers + copper connections + optical fibers" account for over 80% of the portfolio, indicating a strong fundamental outlook for computing hardware [2] - Optical modules alone represent over 50% of the ETF, suggesting potential investment opportunities in related sectors [1]