From early October to early December, the AI industry chain will enter a period of intensive catalysts: "technology roadmap updates - performance verification - commercial pricing reassessment". In October, pay attention to the OCP Global Summit from October 12 to 15 and the NVIDIA GTC Conference from October 20 to 22. These will be important windows for observing custom chips, optical interconnects, rack-mount systems, and power supply and heat dissipation technologies. From late October to early November, focus on the financial reports of the four major cloud vendors: Amazon, Microsoft, Google, and Meta.
