Bank of America Securities reports that the basic computational unit for AI has upgraded from a single chip to an entire rack system. Power supply, cooling capacity, and network interconnectivity are now replacing chip performance itself as the core variables determining the competitiveness of AI infrastructure. AMD disclosed that AI token consumption has increased by 95 times monthly over the past two years, and NVIDIA has also adjusted its system design framework, reflecting a deep shift in industry competition dimensions. OCP is making technical preparations for megawatt-scale racks and gigawatt-scale data centers, indicating that AI capital expenditure is entering a long cycle.