en.Wedoany.com Report on Mar 26th, Recent 2025 annual reports and performance forecasts intensively released by listed companies indicate that the catalysis of artificial intelligence on performance is moving from expectation into reality. From the AI computing power infrastructure supporting large model training, to solutions empowering various industries, and further to cost-reduction and efficiency-enhancing tools improving internal operational efficiency, AI technology is permeating layer by layer along the industrial chain, becoming the core engine driving corporate revenue growth and profit improvement.
In the AI computing power infrastructure segment, benefiting from the explosive growth in AI training and inference demand, the performance of sub-sectors such as servers, optical modules, and PCBs has been particularly outstanding. Several leading manufacturers achieved more than double-digit growth in both revenue and net profit for 2025, with some companies even posting their best historical performance. As Nvidia's Blackwell and Rubin chips enter a volume shipment cycle and the domestic AI computing power self-sufficiency process accelerates, the high prosperity of the AI computing power industrial chain is expected to continue into 2026.
At the application level, AI technology is accelerating its penetration into various industries such as manufacturing, healthcare, finance, education, and marketing. From intelligent customer service and code generation to drug research and industrial quality inspection, the large-scale implementation of AI application scenarios is translating into substantial commercial returns. Annual reports from several software service listed companies show that the proportion of AI-related business revenue has increased significantly, with some companies having already achieved the leap from "concept introduction" to "performance contribution."
Simultaneously, AI is also profoundly changing internal corporate operational efficiency. Through means such as AI-assisted programming, intelligent document processing, and automated process management, corporate R&D, operational, and management costs have been effectively reduced. Some listed companies explicitly listed the application of AI technology as one of the important factors for net profit growth in their annual reports.
From AI computing power to applications, from products to management, AI is permeating layer by layer along the industrial chain. Analysts point out that as large model capabilities continue to iterate, inference costs keep declining, and agent applications accelerate in popularity, AI's empowerment of the real economy will shift from "point breakthroughs" to "systematic penetration." Listed companies, as the main force of industrial innovation, are expected to usher in a period of dividend realization lasting several years.
