Chuanhu's revenue and profit surged due to strong orders from xAI and Amazon Web Services, with institutional investors projecting an EPS of 336 Yuan. The company expects continued growth from NVIDIA's GB300 and AMD's new platforms, alongside ramping AI model production. New production capacity in North America is anticipated in the second half of 2026.
AI server component demand remains robust, with specific hyperscalers and AI model providers driving significant revenue for suppliers like Chuanhu.