Valuation Anchors in AI Commercialization Reports: From Project-Based to Infrastructure

The most valuable info in this article is: the AI commercial implementation report released at WAIC 2026 reveals a key turning point—the AI industry is evolving comprehensively from "project-based services" to "digital infrastructure." Hailiang Tech Service being selected for both the industry map and the Top 50 list is essentially a signal of capital markets repricing these types of companies. As an investment manager for a family office, what I'm focused on is: when AI becomes infrastructure like water, electricity, or telecom networks, which companies will secure sustained cash flow and certainty premiums?