The strongest alpha AI computing power in the stock market still stands undisputed! The explosive demand supports the narrative of the computing power "bull market".

According to the Wisdom Financial APP, after the American tech giant Google launched the Gemini3 AI application ecosystem in late November, this cutting-edge AI application software quickly became popular worldwide, leading to a sudden surge in Google's AI computing power demand. The release of the Gemini3 series brought an enormous amount of AI token processing, forcing Google to significantly reduce the free access to Gemini 3 Pro and Nano Banana Pro, and temporarily restrict Pro subscription users. This, coupled with recent South Korean trade export data showing strong demand for HBM storage systems and enterprise SSDs, further validates Wall Street's belief that the "AI boom is still in the early stage of the infrastructure supply and demand imbalance."