According to a report by the Financial Associated Press on July 20, the China Securities Research Report believes that the development of AI is inseparable from the computing power infrastructure. AI computing power has a large data flow inside the data center, and the speed and number of optical modules have been significantly improved. , The port number and port rate of the switch have also been increased accordingly; IDC is also expected to enter the demand release stage, and the development of AI is also inseparable from the basic communication network. Operators will benefit from having a network and a cloud. 800G optical modules will be shipped in small batches in 2022, and are expected to be shipped on a large scale in 2024, and there is a possibility of moving forward in time. The market pattern of ICT equipment manufacturers is relatively stable, and the pattern of the server market is relatively clear. Switches have technical barriers, and the Chinese market is stable.