TechFlow News, May 9: A research report by China Securities Co., Ltd. points out that AI computing power and commercial aerospace are entering an industry acceleration phase. On the computing power side, application evolution is profoundly reshaping infrastructure: Agents are shifting computational workloads from GPU-intensive to CPU-intensive, significantly increasing the CPU-to-GPU ratio in data centers; surging AI computing power demand—combined with rising memory prices and tight capacity—has collectively driven server CPU shortages and price hikes since the beginning of this year; meanwhile, cost-reduction demands for large-model inference are prompting tech giants to accelerate ASIC deployment, steering the industry toward heterogeneous collaboration between GPUs and ASICs. On the aerospace side, leveraging the 2026 Space Day as a catalyst, multiple reusable rocket models are undergoing intensive verification tests; enhanced launch capacity will comprehensively accelerate satellite internet constellation deployment, propelling commercial aerospace into a high-quality development stage. (Jinshi)
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