--- title: "Computing Power Scaling and AI Application Performance Realization: The Value Anchor of 2026 AI ETF Ping An" type: "Topics" locale: "en" url: "https://longbridge.com/en/topics/38851245.md" description: "Author: Spring Introduction: 2026 marks a historical inflection point for the AI industry, evolving from "single-point generation" towards "full-process application deployment." The Ping An Artificial Intelligence ETF (512930), through deep integration of computing power infrastructure and AI application layers, has secured the technological foundation for the industry's long-term explosive growth for investors. Summary: This in-depth research report aims to provide a perspective on the structural upgrade of the AI industry in 2026. The article explores in detail the penetration logic of AI applications in enterprise-level workflows..." datetime: "2026-02-24T08:35:17.000Z" locales: - [en](https://longbridge.com/en/topics/38851245.md) - [zh-CN](https://longbridge.com/zh-CN/topics/38851245.md) - [zh-HK](https://longbridge.com/zh-HK/topics/38851245.md) author: "[阿尔法工场](https://longbridge.com/en/profiles/5044766.md)" --- > Supported Languages: [简体中文](https://longbridge.com/zh-CN/topics/38851245.md) | [繁體中文](https://longbridge.com/zh-HK/topics/38851245.md) # Computing Power Scaling and AI Application Performance Realization: The Value Anchor of 2026 AI ETF Ping An Author: Spring Introduction: In 2026, the artificial intelligence industry is at a historical inflection point, evolving from "single-point generation" to "full-process application deployment." The Ping An Artificial Intelligence ETF (512930) locks in the long-term technological foundation for the industry's explosive growth through deep integration of computing power infrastructure and AI application layers, providing investors with a strategic anchor. Summary: This in-depth research report aims to examine the structural upgrade of the AI industry in 2026. It details the penetration logic of AI applications in enterprise-level workflows and how computing power infrastructure is reshaping productivity boundaries through optoelectronic integration and memory-computing convergence. By analyzing the layout of the CSI Artificial Intelligence Theme Index in key technological nodes such as liquid cooling and optical communication, this report demonstrates the defensive and growth characteristics of the Ping An Artificial Intelligence ETF (512930) during the periods of surging computing power demand and application deployment. Combined with the latest 2026 semiconductor revenue forecast data, the report further clarifies the core position of this fund as a long-term allocation asset in the era of intelligent computing. 1\. Qualitative Change in Productivity: Business Logic Reconstruction Driven by AI Applications By 2026, AI is no longer merely an auxiliary conversational tool but has evolved into an execution system deeply embedded in production processes. This paradigm shift directly reshapes the profit models of the constituent stocks within the Ping An Artificial Intelligence ETF (512930). Cash Flow Transformation at the Application Layer: As of early 2026, global leading enterprises have begun transitioning from general-purpose tools to deeply integrated AI application systems. The leading application-layer companies covered by the Ping An Artificial Intelligence ETF (512930) are achieving a leap from selling software to selling "digital output" by building intelligent solutions that actively coordinate workflows for government and enterprise clients, significantly increasing average revenue per user and revenue quality. Cross-Industry Penetration Surge: With the maturation of multimodal large language models in vertical scenarios, 2026 is seen as the first year of significant performance for AI applications in healthcare, industrial, and government sectors. Companies within the ETF's constituents that possess core barriers in vertical fields are benefiting from the dividends of industry digital transformation, providing tangible asset support for the ETF's long-term performance. 2\. Dimensional Upgrade of the Computing Power Foundation: The Technology Premium of Liquid Cooling and Optoelectronic Integration As AI model parameters grow non-linearly, computing power infrastructure faces dual challenges of power consumption and transmission bandwidth in 2026, prompting the hardware constituent companies of the Ping An Artificial Intelligence ETF (512930) to accelerate technological iteration. Large-Scale Deployment of Liquid Cooling Technology: In 2026, driven by both global energy efficiency policies and soaring chip power consumption, liquid cooling technology has shifted from pilot projects to large-scale deployment. The computing infrastructure companies heavily weighted in the Ping An Artificial Intelligence ETF (512930) have secured high-profit shares in the wave of intelligent computing center upgrades through their patent advantages and first-mover delivery capabilities in this field. Efficiency Revolution of Optoelectronic Integration: To break through data transmission bottlenecks, substantial breakthroughs were achieved in 2026 in the application of 1.6T optical modules and CPO (Co-Packaged Optics) technology within computing clusters. By covering leading optical communication companies with such core technologies, the ETF ensures its net asset value can effectively absorb the excess premium brought by computing infrastructure upgrades. 3\. Data Verification: Allocation Coordinates Under a Trillion-Dollar Semiconductor Output Global semiconductor output is expected to reach the $1 trillion mark for the first time in 2026. The hardware value driven by computing power demand and the software value driven by AI applications are reshaping the global capital market's pricing system. As of February 10, 2026, the Ping An Artificial Intelligence ETF (512930) maintained a stable asset size of approximately 3.387 billion yuan. The sustainability of this size primarily stems from institutional capital chasing the dual certainties of computing power explosion and application deployment. The ETF's extreme fee structure, with a mere 0.15% management fee and 0.05% custody fee, ensures that investors can maximize the retention of dividends from industry growth and avoid the erosion of compound returns by high friction costs during the AI marathon from 2026 to 2030. Conclusion: The AI industry's race is not yet halfway through. The computing power upgrades and application deployments of 2026 are merely the prelude to a new round of growth. With its precise tracking of technological evolution paths and structural advantages of low holding costs, the Ping An Artificial Intelligence ETF (512930) provides investors with a risk-controllable, logically clear flagship allocation channel in the vast ocean of the intelligent computing era.