The market is full of mud and sand, and there is no direction.
However, in the peripheral market, the direction of AI has once again set off a wave.
AI is definitely an energy "gluttony", as can be seen from the current growing demand for computing power. Sam Altman, CEO of OpenAI, said, "The future of AI will require energy breakthroughs, because AI will consume far more electricity than people expect.
Altman said that GPT-5, as a multimodal model, will support speech, image, ** and **, and achieve significant updates in personalization and customization capabilities, with stronger reasoning and higher accuracy, and enhanced understanding of personal preferences, such as integrating user information. GTP5 has already started training, and we believe that there is still a lot of room for improvement in AI capabilities at this stage, and the corresponding demand on the training side is far from reaching the bottleneck.
The demand for computing power purchased by large manufacturers in 2024 is expected to exceed expectations. According to Zuckerberg, Meta is training LLAMA 3 and is expected to have about 350,000 H100 by the end of this year, and 600,000 H100 equivalent computing power is expected to be combined with other GPUs.
Core AI computing power manufacturers have raised the performance of AI-related products. TSMC expects the growth rate of AI-related business to reach 50% in the next few years, and the proportion of AI revenue will be raised to 15%-20% in 2027. Supermicro raised its guidance for net sales for the second quarter of fiscal 2024 to 36-36$500 million.
After review and research, several core potential stocks of "AI computing power concept" (you can collect and study) were sorted out from the A** field
Special message
The company can serve data center construction-related projects including Eastern Data and Western Computing in terms of product provision, investment, construction and operation of data centers; The company has participated in the construction of artificial intelligence computing infrastructure projects such as Pengcheng Cloud Brain Phase II Project and Zhongyuan (Xuchang) Artificial Intelligence Computing Center, which can provide computing power and storage basic services for the field of artificial intelligence.
Accelink
The company's 800g products have been used by some customers, the company 1The 6T optical transceiver product has been developed, the product has been demoized at OFC2023, and the sample delivery test is currently being promoted.
Inspur Information
The world's leading provider of IT infrastructure products, solutions and solutions, and a full-stack A computing solution provider, can provide A-integrated full-stack solutions in the direction of intelligent computing infrastructure, big models, big data analysis, etc.; In terms of computing power, the company has completed the business layout at four levels in the field of artificial intelligence computing: hardware, platform, management and framework.
Cambridge Technology
The company's high-speed optical transceiver products are used for telecom operators and data center operators for the backbone transmission of bearer networks, metro and access networks, and data center interconnection. The company's linear direct-drive optical modules are mainly 400G and 800G, and will enter the stage of sample and small batch delivery in the second half of the year.
Optical library technology
At the just-concluded 2023 Optical Fiber Communications Expo (OFC), the company showcased a variety of products such as lithium niobate modulators, lidar light source modules, optical network passive components and microconnections. Micro-connection products include 90° bending fiber arrays, 400G DR4 components, multi-channel fiber arrays, polarization-maintaining fiber arrays, etc., which are mainly used in 400G 800G 16T and other high-speed and ultra-high-speed optical modules.
The most optimistic one, the first leader of "cross-border e-commerce + Huawei Hongmeng"!
E-commerce going overseas + Huawei Hongmeng, the company is a partner of three sheep, with product export accounting for more than 60%, and it is also a partner of Huawei Hongmeng Zhilian.
Low price and low valuation + low valuation, the company is a share price of less than 10 yuan, a market value of more than 5 billion, excellent performance, high annual report expectations, and the bottom of the "** pit" start.
From a technical point of view, the recent moderate upward offence, the price limit board broke through the annual line strongly, and the MACD daily weekly and monthly three-line golden cross is expected to be from 6 yuan to 35 yuan.
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