CSC Financial: Domestic and international vendors are currently releasing supernode products intensively, and the industry has officially moved from solution validation into the stage of large-scale delivery.

CSC Financial pointed out that domestic and international vendors are currently releasing supernode products intensively, and the industry is formally moving from solution validation into the stage of large-scale delivery. Looking at the segmented links of the industrial chain, server complete machines, switch chips, switches, connectors and other industry links are expected to benefit first. In addition, PCB, liquid cooling, power supplies, CPU and domestic computing power chips and other links will also continue to benefit as supernode penetration rises.