Guosheng Securities' Research Reports indicate that AEC (Active Electrical Cable) is an active cable interconnection solution, mainly applied in Datacenters for short-distance high-speed data transmission scenarios. 1) AEC is expected to become the first step for optical module manufacturers to penetrate downwards. Optical modules need to master optoelectronic conversion and high-speed data communication, and DAC/AEC/AOC products have relatively mature technical requirements compared to single-mode/multi-mode optical module products for longer transmission distances. 2) It's not just NVIDIA, large CSPs are also widely adopting Copper interconnections. NVIDIA has used a large number of high-density copper cable interconnections in its B series products, allowing the industry to recognize the reliability and price advantages of Copper interconnections in short-distance scenarios. 3) In the era of alliances and collaborations, domestic manufacturers still have obvious advantages. Chip manufacturers represented by NVIDIA have always hoped to achieve comprehensive Industry Chain integration to provide clients with a complete set of solutions. CSP manufacturers prefer Industry Chain decoupling, where corresponding suppliers can be found for every link such as GPUs, Copper connections, optical modules, and Switches. The increase in AEC and the rise of independent solutions from CSP manufacturers signify that the computing power Industry Chain has entered the era of alliances and collaborations, firmly bullish on the related domestic computing power Industry Chain.