Huatai Securities: AI Agents Accelerate Demand for Computing Power and Memory, Speeding Up Supply Chain Localization

A research report from Huatai Securities suggests that the AI industry is shifting from large model pre-training to AI Agent commercialization in 2026, driving inference computing demand into an accelerated growth phase. The report highlights three main investment themes: computing power chain, power and passive components, and self-sufficiency. Additionally, South Korea's Ministry of Economy and Finance stated it will maintain close communication with the U.S. Treasury to ensure foreign exchange market stability.

Quantum computer that learns from its own errors

Google Research demonstrated a reinforcement learning (RL) framework that allows a quantum computer to continuously adapt to drift during computation without halting. The RL agent learns from quantum error correction detection events to dynamically steer control parameters, improving logical stability by 3.5x and reducing logical error rates to record lows.

Google/DeepMind