With the rapid increase in AI computing power demand, the construction of overseas data centers is accelerating, but the power supply gap has become a global bottleneck. Chinese power equipment companies, leveraging both technological and cost advantages, are speeding up their expansion into international markets. At a power equipment company in Baoding, Hebei, a fully automated production line for transformers, known as the “brain” of the unit, is operating at high speed. The line manager stated, “The produced equipment has been exported to multiple countries and regions including the UK, Uzbekistan, and India, and is widely used in local grid main networks, distribution network systems, large electricity-consuming enterprises, and data centers.” From power supply, transmission networks to energy storage, the demand for AI computing power is driving a global upgrade of power systems and creating investment opportunities at various stages. Analysts point out that the demand for AI computing power is initiating a new investment cycle in power infrastructure.