CSC Financial: Maintains Long-Term Bullish Outlook on North American Computing Power and Domestic AI Computing Power Supply Chains

According to TechFlow, on November 8, CSC Financial released its 2027 annual investment strategy report for the telecommunications sector, stating that the commercialization of large models expanded rapidly in 2026. As of the end of September 2026, the combined ARR of OpenAI and Anthropic was approximately $124 billion. The combined capital expenditure of the four major North American CSP vendors in Q3 2026 was approximately $208.7 billion, up 84.2% year over year, and AI infrastructure investment remained at a high level. Recursive Self-Improvement (RSI) is expected to drive a leap in model capabilities.

The addressable space for AI demand continues to expand. AI programming has established a relatively clear commercialization path, while 'pan-programming' areas such as design, modeling, and simulation, along with AI4Science and robotics, are further opening up long-term growth potential. CSC Financial remains optimistic about industry prospects, is bullish on computing power demand driven by AI development, and maintains a long-term bullish view on North American computing power and the domestic AI computing power supply chains. (Jin10)

Source: TechFlow