As competition among large models begins to focus on details and depth, computing hardware has long ceased to be just behind-the-scenes infrastructure — it has become the actual pillar that determines how far the AI industry can go.

Looking at the industry layout of this track makes it clear. In specialized fields like chips, optical modules, and AI servers, each has already formed its own ecosystem tier. From components of a specific link to complete solutions, there are market participants corresponding to each.

The key is that the global arms race in computing power has never stopped; on the contrary, it has become increasingly intense. This external pressure directly expands the imagination space of the entire industry chain. It’s not just about technological iteration; behind it are a series of factors such as policy support, capital flow, and supply chain optimization advancing in sync.

In other words, this is not just a technological competition but the result of all links in the industry chain advancing together.