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CITIC Securities points out that Mythos is the most powerful model to date in the Anthropic's capability, with a leap in enhanced code, inference, and research assistance leading ahead of previous generations. Mythos also has a noticeable acceleration effect in the research and development processes of industries such as biochemistry, finance, AI training, and robotics. Although its overall alignment level is the best, the risk radius of low-frequency errors is larger due to its overpowered capabilities, so it is only open to core customers. Behind Anthropic are investments and computing power supply from Amazon and Google, with enhanced cooperation in recent times. Starting in 2027, the demand for TPUs is expected to reach 3.5GW, and the Google TPU industry chain is likely to continue benefiting from the expansion of cutting-edge model training demand.