US Stock Market Move | KINGSOFT CLOUD(KC.US) is up more than 5%, institutions: AI demand is non-linear explosion, computing power suppliers benefit significantly

On Monday, KINGSOFT CLOUD (KC.US) rose more than 5% to $15.98. In terms of news, Morgan Stanley released a research report stating that the market may be severely underestimating the actual explosion and depth of the AI revolution. Top language models (LLM) are experiencing "non-linear leap in capabilities", and the explosive growth of AI is encountering systemic supply bottlenecks, with a global shortage of computing power and electricity demand that will face long-term and sustained expansion. The report cited data showing that global token usage surged 250% to 22.7 trillion per week in the first quarter of this year, and some LLM suppliers have already imposed limits on user usage. Morgan Stanley predicts that the future growth rate of computing power demand will be three times NVIDIA Corporation's projected annual compound supply growth, and the shortage of computing power will continue and intensify. With the introduction of a new generation of chips, the cost of AI computing will significantly decrease, further fueling demand, which means that computing power suppliers such as chip manufacturers, optical communication companies, and data center equipment providers will receive long-term structural benefits. KINGSOFT CLOUD is expected to benefit from the demand for one-click deployment, model hosting, knowledge base, Agent platform subscriptions, and enterprise governance.