Multiple Computing Power Industry Chain Companies Expect Pre-Increased H1 Performance

As of July 8, over 20 listed companies in the computing power industry chain have released their performance forecasts for the first half of 2026. Inspur Electronic Information Industry Co., Ltd. expects a net profit attributable to the parent company of between 2.6 billion yuan and 3.1 billion yuan (approximately $382 million to $455 million), representing a year-on-year increase of 226% to 288%. The commercialization of AI large models has driven demand for computing power procurement and leasing, boosting profitability across hardware, storage, and computing power service segments.