[CITIC Securities: AI Computing Power and Commercial Space Enter Industry Acceleration Phase] Deep潮 TechFlow reports that on May 9, CITIC Securities' research report pointed out that AI computing power and commercial space are entering an industry acceleration phase. On the computing power side, application evolution is profoundly reconstructing infrastructure: Agents are driving computational loads from GPU-intensive to CPU-intensive, significantly increasing the CPU-to-GPU ratio in data centers. The explosive demand for AI computing power, combined with factors such as memory price hikes and production capacity constraints, has collectively led to server CPU shortages and price increases since the beginning of this year. Meanwhile, the cost-reduction demands for large model inference are driving tech giants to accelerate their deployment of ASICs, steering the industry toward GPU+ASIC heterogeneous collaboration. On the space side, leveraging the 2026 Space Day as an opportunity, the intensive validation of multiple reusable rockets will enhance transportation capacity supply, comprehensively accelerating satellite internet networking and propelling commercial space into a phase of high-quality development. (Jin10)