According to a research report from CITIC Construction Investment, on August 21, OpenAI reduced the price of GPT-5.6SolAPI by over 20%, further lowering the cost of invoking high-performance models and expected to drive growth in usage for high-token scenarios such as agents and code generation, continuously boosting demand for inference-side computing power. Alibaba’s AI Cloud and Compute Services revenue for the latest quarter reached approximately RMB 48.4 billion, up 45% year-over-year, with AI-related product revenue posting double-digit growth for 12 consecutive quarters, validating that AI demand is accelerating toward commercialization. We remain bullish on opportunities across the industry chain—including optical modules, servers, liquid cooling, and cloud computing—driven by the commercialization of large models and rising computing power demand. (Jinshi)
CITIC Securities: AI applications and cloud services drive growth in compute infrastructure
TechFlowShare
Summary
AI and crypto news show strong momentum as CITIC Securities highlights rising demand for compute infrastructure. On August 21, 2026, OpenAI reduced GPT-5.6SolAPI costs by over 20%, likely boosting adoption in agent and code generation applications. Alibaba’s AI Cloud and Compute Services revenue reached RMB 48.4 billion in the latest quarter, up 45% year-over-year. AI-related product revenue has posted triple-digit growth for twelve consecutive quarters. The report underscores sustained ecosystem expansion in optical modules, servers, liquid cooling, and cloud computing, driven by the commercialization of large models.
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