AI computing power and commercial aerospace in China are entering a phase of accelerated development, according to a report by China Construction Bank. The report highlights a shift in computational workloads from GPU-intensive to CPU-intensive processes, potentially increasing the CPU-to-GPU ratio in data centers. This shift, coupled with rising memory prices and tight production capacity, has led to server CPU shortages and price hikes this year. Additionally, the demand for cost reduction in large model inference is driving major players to accelerate ASIC deployment, fostering a heterogeneous synergy of GPU and ASIC. In the commercial aerospace sector, the upcoming 2026 China Aerospace Day is expected to spur intensive testing of reusable launch vehicles, significantly enhancing launch capacity. This development is set to accelerate the deployment of satellite internet constellations, propelling the industry into a phase of high-quality growth.