Oracle Bone Script RPO significantly increases, domestic computing power industry chain once again welcomes catalysis.

On September 9th local time, Oracle released its performance data for the first quarter of the 2026 fiscal year, announcing that the company's unfulfilled obligations reached $455 billion, a year-on-year increase of 359%. The significant increase in Oracle's RPO indicates strong demand for AI infrastructure, a shortage of inference computing power, and a large-scale deployment of AI. On the 10th, in the A-share market, stocks related to the AI industry chain such as CPO and computing power "made a comeback." The industry is optimistic about the sustainability of domestic companies directly supporting overseas supply chains. With China's most comprehensive industrial production system in the world, its advantage in AI deployment is evident, and the links in the domestic AI industry chain may be underestimated.