As we all know, large models are an inevitable trend in the development of artificial intelligence, and computing power is the core infrastructure that supports the operation of large models. The improvement and development of computing power is of great significance to promote the training and application of large models, just as a strong heart is essential to the health of the human body. Only by continuously improving computing power can the training and application of large models be more efficient and accurate, and provide more powerful support for the development of artificial intelligence.
In recent years, in order to accelerate the layout of computing infrastructure, various departments in China have also issued a series of policies to promote the efficient complementarity and collaborative linkage of computing power in the east and west, and guide the reasonable echelon layout of general data centers, supercomputing centers, intelligent computing centers, and edge data centers.
As one of the world's leading high-tech companies in China, Huawei also has deep technical accumulation and business layout in terms of computing power. Huawei's Kunpeng and Ascend computing platforms are computing platforms for general-purpose computing and artificial intelligence, providing high-performance, low-power computing and data processing capabilities.
Brother Tan todayWe have selected a few companies worth paying attention to the concept of "Huawei computing power", especially the last one, and new friends pay attention to it.
The first, Tongfang shares:The company is an ecosystem partner of Kunpeng and Ascend, and has comprehensive cooperation with Huawei's computing product lines, as well as Huawei's Kunpeng, Ascend, and storage product lines.
The second one, iSoftStone:The company is deeply involved in the construction of Huawei's "HarmonyOS + Euler + Gauss + Ascend + Kunpeng" ecosystem. It has launched Kunpeng all-in-one and Ascend all-in-one products, released open-source Euler and open-source HarmonyOS commercial distributions, and actively built Gaussian database tools and capabilities to empower industries such as finance, electric power, and manufacturing.
The third, high-tech development:It is planned to issue ** to acquire 70% of the equity of Huakun Zhenyu, a leading enterprise in the domestic intelligent computing and storage integrated computing power industry, and launched the "Tiangong" self-owned brand server based on Huawei's "Kunpeng + Ascend" processor, ranking first in terms of shipments.
The fourth, Brother Tan is optimistic:
1. As one of Huawei's first 15 ecosystem partners, the company has completed the platform adaptation of 3D face recognition algorithms on Ascend chips and Kunpeng servers, as well as the implementation of smart campus solutions.
2. The total market value of the company is less than 4 billion yuan, which is a small market value company.
3. From a technical point of view, the current chips are concentrated, and the main force has been constantly changing in the near future, and the amount of doubling + heaping continues to appear, and it has become an upward trend to start with the price limitExpected to take off!
If you are interested, you will find out which one it is!
Special statement: The content of this article only represents personal views and does not constitute any investment guidance