BlockBeats News, May 30th. According to a ZeroHedge report citing a Goldman Sachs research report, as AI infrastructure construction continues to advance, the market's attention is gradually shifting from GPUs, servers, and data centers to the electricity and power supply sector. Goldman Sachs believes that capacitors are becoming a new key bottleneck in the AI industry chain, and demand is expected to experience explosive growth.

Goldman Sachs pointed out that AI server power consumption is continuously rising, and the requirements for power management, energy storage, and power supply stability in high-performance computing clusters have significantly increased, driving a rapid increase in the use of capacitors in AI servers, power modules, liquid cooling systems, and high-speed network equipment.

The report believes that after HBM high-bandwidth memory, capacitors are expected to become a new "gold rush" track in the AI infrastructure investment boom. As AI data centers continue to expand, related capacitor suppliers and industry chain companies may see significant performance growth opportunities.

Analysts say that the investment logic of the AI industry chain has gradually spread from computing power chips to data centers, the power grid, power equipment, and key electronic components, and the market is continuously exploring new beneficiary sectors brought about by AI infrastructure construction.