Recently, concepts like aerospace, satellites, and rockets have been very popular, but have you ever thought about one question—who needs so much computing power?

Honestly, no one can accurately predict what the next hot AI application will be, and no one dares to guarantee how much computing power will be needed to support it. But one thing is certain: in the next 3 to 5 years, the AI field will definitely give rise to entirely new ecosystems and applications, and the consumption of computing power for these will grow exponentially.

Think about it: from the foundation of a house to a towering skyscraper, the quality of the foundation determines how high and stable the building can be. Computing infrastructure is this foundation. Now, the industry chain has extended into outer space, and the foundation must be especially solid—this is where the role of optical modules becomes prominent. They are not supporting actors but are the core link in the transmission of computing power and infrastructure that cannot be replaced.

In the short term, the impact may not be obvious, but in the long run, the value of this track is beyond doubt. That’s also why some people always prioritize optical modules in their investment focus.