Huawei's real leader in computing power, its market share is comparable to "Huakun Zhenyu", and the A-share "super fusion" concept list!
In the AI era, computing power is king!
When it comes to computing power, we have to mention NVIDIA, known as the world's total computing power leader! The H100 chip developed by the company is recognized as the most needed GPU for training large language models. Based on the explosion of global demand for computing power, NVIDIA GPU chips are selling well around the world.
Recently, Nvidia released its fourth-quarter earnings report, which once again exceeded expectations. According to the financial report, fourth-quarter revenue was $22.1 billion, a year-on-year increase of 265%, higher than analysts' expectations of 204$100 million. Net profit for the fourth quarter was $12.3 billion, up 765% year-over-year.
Nvidia also achieved a milestone jump in market value from $1 trillion to $2 trillion in just eight months. With the release of the 4th quarter earnings report, Nvidia's stock price exploded again!
Unfortunately, sales of Nvidia products in China are subject to such restrictions. This is equivalent to leaving the huge domestic AI computing power market to domestic companies.
And the real leader of domestic computing power, it must be:Huawei!
Huawei's computing power leader, I believe many people know, it is Hua Kun Zhenyu! The high-tech development of the company that acquired Huakun Zhenyu has increased its market value nearly 5 times in half a year.
However, as Huawei's Ascend AI server manufacturer, Huakun Zhenyu also has a strong opponent, this company has continuously won the bid for domestic Ascend AI server orders, and its market share has risen rapidly, ranking among the top three in China, close to Huakun Zhenyu, and is the company with the strongest growth momentum of Huawei's AI computing power server.
This company is the Ascend server manufacturer that was independent from HuaweiSuper Fusion!
Here, the list of the five major "super fusion" core concept stocks has been sorted out, can the next "high-tech development" be born? We'll see!
1. J&R technology
The company is mainly engaged in the research and development, design, production and sales of fixtures and equipment for tooling and testing, and is committed to providing customers with fixtures and equipment products that realize automated production, improve production efficiency and yield rate.
2. Advanced data communication
The company's main software products have passed HUAWEI CLOUD and Kunpeng technology certification, which can fully support the deployment of the company's software products and solutions on HUAWEI CLOUD and Kunpeng-based computing platforms.
3. iSoftStone
The company 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.
4. Jin Xinnuo
In the construction of digital economy, the company's products can be applied to data centers, Internet enterprises, vehicle Ethernet, etc., and the company's high-speed series of related products can be matched to the next two generations of relevant customers' platforms; In the Eastern Digital and Western Computing Project, the company participated in the joint research and development of supercomputing national projects of core customers.
The most optimistic one, the first leader of A-share "Huawei computing power".
The company complies with the construction of domestic intelligent computing centers, plans to have a computing power of 50,000p, and at the same time carries out computing power cooperation with Huawei, and reaches a computing power cooperation intention with Super Fusion.
The company's market value is less than 10 billion, and it is at the bottom of the "** pit", with a high concentration of chips, high control of the main force, and less than 50,000 shareholders.
From a technical point of view, the bottom of the price limit starts, the volume and price rise, and the MACD daily and weekly three-line golden fork is expected to be from 9 yuan to 115 yuan.
I only leave this company to iron fans, interested friends can click on my avatar, enter the homepage background to send me the number 666, remember that it is not the comment area, and the answer will be displayed automatically.