Founder Securities: The AI Big Cycle Begins, Broad Opportunities for Overseas Expansion

NightAirdropper · 2026-02-26T19:12:16+00:00

Founder Securities pointed out in its 2026 strategy that the AIDC industry will continue to be highly prosperous, mainly driven by increased capital expenditure and technological advancements of domestic and foreign manufacturers. The contradiction between the growing demand for data centers in the United States and equipment aging creates opportunities for domestic electrical equipment exports.

NightAirdropper

2026-02-26 19:12:16

Abstract generation in progress

Rui Cai Jing Yanminghui Recently, Founder Securities’ Power Equipment Industry 2026 Strategy pointed out that, looking back at the AIDC sector’s stock performance in 2025, there were five rounds of upward trends. The main drivers were domestic and international manufacturers raising CAPEX expectations, better-than-expected performance, and technological advancements in the industry and companies.

Looking ahead to 2026, the AIDC industry will remain highly prosperous. On one hand, leading domestic and international internet companies are announcing their CAPEX plans for 2026, with overseas manufacturers generally guiding CAPEX increases of over 50%. On the other hand, overseas top power equipment companies like Vertiv, Siemens, and Flunce are showing impressive performance, indicating that the high growth potential of the AIDC industry may already be reflected in their results.

Meanwhile, the U.S. demand side faces a contradiction: the growth in electricity consumption driven by data center expansion versus the aging power equipment supply, creating opportunities for domestic power equipment exporters.

Related company: Founder Securities SH601901

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