AI Hardware Demand Continues to Materialize; Multiple Computing Power Listed Companies Report Positive Q3 Forecasts

With the large-scale deployment of AI (artificial intelligence) models and continued advancement in computing infrastructure, domestic demand for computing power remains robust heading into 2026, accelerating order releases across the industry chain. Recently, several listed companies related to computing power have disclosed their third-quarter performance forecasts. Among those that have released previews, orders continue to materialize in hardware segments such as AI servers, high-speed testing equipment, and cooling solutions, with multiple companies expected to report significant year-over-year growth.