As one of the "six sheets of networks," the construction of a computing power network is accelerating at present, and a chain that runs through computing power construction, management, scheduling, and operation is benefiting fully. According to industry analysis, in 2026, the computing power industry chain has entered a "whole chain inflation" cycle, and the industry prosperity is fully spillovers from core chips to optical communications, cloud and computing services, supporting power equipment and servers. At the national supercomputing internet core node located in Zhengzhou, Henan Province, over 60,000 domestic AI acceleration cards are operating at high speeds. Since it was put into service in April this year, it has become the largest superintelligence fusion computing power cluster in China. According to the relevant person in charge of Zhongke Shuguang, the national supercomputing Internet platform has been linked to more than 3 million CPU cores and more than 200 thousand GPU cards, access to the national integrated network scheduling system, providing universal computing services for users across the country. In Qingyang, Gansu Province, a computing power center is entering an intensive construction period; A number of data centers are being built at the same time in Hohhot and Linger New Area in Inner Mongolia. In light of strong expectations for AI demand, the eight major national computing hub nodes for East-West Data Calculation are ushering in a new round of computing capacity expansion. As of the end of March, the scale of China's intelligent computing power reached 1882 EFLOPS, and over 70 large channels of computing power have been built around the computing power hub, making the "highway" of computing power more smooth. Li Wei, vice director of the Institute of Cloud Computing and Digitalization at the China Information and Communication Research Institute, believes that The formation of a new computing value circulation system has put forward higher requirements for the unified dispatch of computing power across the whole region, interconnectivity of heterogeneous resources, and shared circulation of computing energy across regions, forcing computing power construction to be upgraded from a single center to a networked system. The construction of a computing power network runs through the whole industrial chain system, interconnecting several core areas up and downstream, forming a business closed loop that "builds upstream hardware, enables midstream platforms, and implements downstream scenarios."  “Upgrades to AI infrastructure in the future will encompass all aspects. The computing power network is positioned as national infrastructure, and the annual construction investment scale is expected to exceed 100 billion yuan, covering multiple aspects of computing power construction, management, scheduling, and operation.”Ying Ying, chief computer industry analyst at Citic Construction Securities, believes. As the basic hardware and supporting industry of computing power, GPU, storage devices, optical modules, optical fiber cables and other sectors are ushering in a boom cycle. Take the fiber industry as an example, Zhang Jianfeng, president of Hengtong Optoelectronics, told reporters that the computing power network has extremely high requirements for low transmission delay, large bandwidth, and low loss, and the company is accelerating the layout of high-end products such as empty core fiber, ultra-low loss fiber, and the CPO industry chain, driving the overall gross profit margin up. Among them, empty core fiber can greatly reduce transmission delay and has entered the first customer testing and commercial phase. The performance of companies in winning projects is more intuitive. According to Li Mingyan, director of the Institute of Intelligent Economy at the Saizhi Industrial Research Institute, from April to mid-May this year, only more than 60 tenders and winning projects above the RMB yuan level were publicly disclosed, covering many key aspects such as domestic server procurement, GPU cluster construction, and computing power leasing. Facing the rising heat, many listed companies are accelerating the layout of GPU, optical communications and other fields. On June 12, Lens Microelectronics, a wholly owned subsidiary of Lens Microelectronics Technology, strategically acquired a controlling stake in Hesheng Microelectronics, to further improve the core technologies and production capacity layout of optoelectronics, taking a key step toward the high-end optoelectronic hardware field. On the same day, domestic high-performance general purpose GPU industry leader Meixi announced plans to list in Hong Kong, and the company said that the funds raised, after deducting the issuance fee, are intended to be used for the development and commercialization of a new generation of general purpose graphics GPU products, industrial chain investment and mergers and acquisitions. "The construction of the computing network will drive the accelerated iteration of computing hardware, promote the popularization of green and energy-saving computing support technologies, and guide the hardware industry to the transformation to high-end self-development and high-quality manufacturing." Li Wei said that this not only promotes the development of computing power and network hardware such as GPUs, special computing chips, storage equipment, optical modules, fiber optic cables, and other supporting industries such as data center planning and construction, heat dissipation, power supply, energy storage, and machine room operation and other support industries. At the same time, the rapid popularity of new value carriers represented by Token (word words) has made computing power measurable, splitable, priced and tradable, and the integrated operation and comprehensive service industry has also ushered in a new round of development opportunities. For example, leading enterprises such as the three major domestic carriers have taken the lead in the layout. In addition, the operational distribution platform serves as an industrial hub, distributing to users through bulk procurement, unified integration, and providing services such as network interconnection, unified interface, and compliance payments. From the perspective of investment layout, the institution believes that investment can be developed around the main lines of word production, operational distribution, and model value-added services. Shanghai Securities analysts believe that the construction of a computing network will directly benefit computing infrastructure operators, super-node OEMs, and computing scheduling platforms.The transition of tokens from “technological concepts” to “consumer goods” will drive AI’s evolution into universally accessible services, fostering a positive cycle where “the more users there are – the more tokens are consumed – the higher the computational power demand – the greater the investment in computational infrastructure.”Li Wei said that the computing power network broke down computing silos and homogeneous competition, spawned new business forms such as cross-domain computing power interconnection scheduling, computing power lines, and integrated operation of the computing network, and relevant new actors and models merit attention. (Looking ahead to a new era)