The computing power leasing sector heats up as listed companies accelerate their deployment

Currently, the commercialization and practical deployment of AI agents is accelerating, downstream application scenarios are seeing concentrated demand release, and this directly drives an explosive increase in computing power demand. As a result, the heat around computing power leasing has increased significantly. On March 12, the computing power leasing concept sector showed active performance. By market close that day, multiple concept stocks, including Hongjing Technology Co., Ltd. and China Energy Engineering Group Co., Ltd., hit the daily limit. Individual stocks such as Beijing Guolian Xinxi Technology Co., Ltd. and Beijing Huichen Zidao Information Co., Ltd. (hereinafter referred to as “Huichen Shares”) also moved up in tandem. “‘Computing power leasing’ is expected to become an important solution to ease the current AI computing power supply gap. It can quickly match AI enterprises’ short-term computing power needs, especially for small and medium-sized enterprises that lack sufficient funding and technical capabilities to build data centers themselves, and it can substantially reduce upfront investment costs. At the same time, it can also improve the utilization efficiency of overall computing power resources and avoid computing power waste.” Yuan Shuai, deputy secretary-general of the Zhongguancun IoT Industry Alliance, said to reporters. Meanwhile, the rising leasing prices have become a key issue that the market needs to pay attention to in its subsequent development. (Securities Daily)