According to CoinMeta, CITIC Securities has released an investment strategy report for the communications industry for 2027, maintaining a long-term positive outlook on North American computing power and the domestic AI computing power industry chain. The report indicates that the commercialization of large models expanded rapidly in 2026. As of the end of September 2026, the combined investment in OpenAI and Anthropic amounted to approximately 124 billion US dollars. The four major CSP manufacturers in North America spent about 208.7 billion US dollars on capital expenditures in the third quarter of 2026, a year-on-year increase of 84.2%. AI infrastructure investment remains strong, and recursive self-improvement ( RSI ) is expected to drive a leap in model capabilities. The demand for AI continues to expand, and a clear commercialization path has been formed for AI programming. Areas such as "general programming" including design, modeling, and simulation, as well as AI4Science and robotics, further open up potential for long-term growth.