Everbright Securities released a research report saying that while the supercapacitor industry is currently growing steadily in the fields of wind power, rail transit, automobiles, energy storage and frequency modulation, etc., applications in the AIDC field provide high-end scenarios and rapid growth in supercapacitor demand. As supercapacitors become standard on Nvidia GB300, the next generation of higher power cabinets will move supercapacitors to power cabinets along with BBU. The application of supercapacitors in AIDC will usher in a sharp rise in volume and price, and LIC will become mainstream in high-end.

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