The listed companies in the computing power industry reported frequent good performance in the first half of the year.
The explosive demand for AI computing power has driven significant growth in the performance of related listed companies in the first half of the year. Recently, listed companies in the computing power industry chain have successively disclosed their semi-annual reports or performance forecasts for 2025. After reviewing the announcement contents, it was found that many companies mentioned that the growth in performance in the first half of the year was mainly due to the continuous construction of basic computing power infrastructure and the steady growth in investment in AI-related computing power. Zhn Jnho, a partner at Fuzhou Gongsun Ce Public Relations Consulting Co., Ltd., said in an interview with reporters that the popularization of AI applications has driven an explosive growth in the demand for computing power, and related listed companies have entered a golden development period. "The computing power industry chain covers multiple links such as servers, optical modules, and data centers. With the sharp increase in demand for AI training and inference of large models, related listed companies are expected to achieve significant growth in orders and performance," Zhn Jnho stated.
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