Under the leadership of ChatGPT and SORA, the craze for large AI models has surged, and the number of model parameters has increased by a hundredfold, triggering an explosive increase in the computing power required for training. In this context, third-party computing power leasing has emerged as the times require, becoming a mainstream model, providing strong support for the development of AI.
From another point of view, SORA not only accelerates the production of AGI, but also shows the important role of computing power in the generation of AGI. The SORA model, with its powerful computing power, creates a stunning** effect. This is the vivid embodiment of "vigorously producing miracles", the more computing power, the higher the quality of the first.
In this AI feast, SORA and computing power leasing performed a wonderful performance together. They have gone hand in hand to inject new vitality into the production of AGI and promote the rapid development of AI technology.
Recently, OpenAI launched the first Wensheng ** model SORA, which has injected a strong impetus into the computing power rental market. Since the amount of data required for training far exceeds that for text training, it is expected that the SORA large model will further exacerbate the gap in computing power demand. With the homogenization of training models and the diversification of application development, the demand for inference is becoming increasingly prominent. This indicates that computing power leasing will usher in a new explosive period. At the same time, the supply of computing power will also undergo profound changes, and large-scale centralized data centers may turn to the self-built mode, while edge computing power that adapts to the characteristics of various industries and regions will usher in spring. 
The author has also once again sorted out 8 beneficiary listed companies that are worth paying attention to, and suggests that the old iron collect and study!
The author's future is more optimistic about the company, and it is also a new opportunity for everyone
Here's why:
1. As an AI shovel stock, it has the core technology of the whole industry chain of knowledge database, and as the hardware ecological partner of Huawei's Yiteng machine, the company has the data, algorithms, and computing power required by AI.
2. The company is a collection of market hotspots, covering the fields of "computing power + liquid-cooled server + robot concept + consumer electronics + Huawei concept", and can stand on the current hot spots, and the opportunities for speculation have greatly increased.
3. The company's performance is good, and the revenue in the first half of the year increased by 21 year-on-year41%;Achieved net profit attributable to the parent company of 10.1 billion yuan, compared with a loss of more than 400 million yuan in the same period in 2022, a significant turnaround
4. In terms of technical form, there is just a breakthrough trend pressure, which is at a historical low and has full potential for outbreak. The company's share price is not high, less than ten yuan, and the total market value is not bad, more than 20 billion, which is a potential company with low + low price + small and medium-sized market value.
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2. True Vision
Now: 1887 Market Cap: 395.8 billion
As a company focusing on the field of data transmission, it is a multi-leading video integrated solution provider with first-class qualification for information system integration. The business layout of Zhenshitong is highly compatible with Soro's needs. With the popularity of Soro, Zhenshitong is expected to gain a larger market share in the field of data transmission, so as to achieve rapid growth in performance, and the stock price is also expected to further **.
3. Anoqi
Now: 397 Market Cap: 458.3 billion
As a company with strong R&D strength, although it is a leader in the domestic high-end dye industry, it has been actively deploying the field of computing power, and recently plans to acquire Shanghai Hengcong, and cross-border layout of computing power and blockchain and SORA concepts. It is expected that with the help of Soro, it will seize the opportunity in the new market environment and achieve rapid business growth. And push the stock price to a new level.
4. Hongbo shares
Now: 2061 Market Cap: 1027.1 billion
As a company committed to becoming the core service provider of the lottery industry chain in China and the world. Hongbo shares have been in the field of computing power for a long time this year. It has a deep technical accumulation in the field of artificial intelligence, and is expected to accelerate the layout of the artificial intelligence field under the promotion of Soro, seize this market opportunity, and achieve rapid business growth.
5. Zhongbei communication
Now: 2581 Market Cap: 865.2 billion
As a high-tech enterprise engaged in communication network technology services, the business is mainly engaged in communication network construction, Zhongbei Communication has rich experience and strong technical strength in the field of computing power. With the popularity of SORO, Zhongbei Communication is expected to seize this opportunity to further enhance its market position and achieve rapid business growth.
6. Super communication
Now: 3166 Market Cap: 499 billion
As a comprehensive communication technology service provider integrating communication network construction, network maintenance and network optimization. A company with deep technical accumulation in the field of IoT and computing power, Super Communication is expected to accelerate the layout of the Internet of Things field under the promotion of SORO, seize this market opportunity, and achieve rapid business growth.
7. Industrial Fortune Federation
Now: 1755 Market Cap: 34861.2 billion
The company continues to lead the world in cloud computing server shipments, and has deepened cooperation with major global server brands and CSP customers at home and abroad to launch a new generation of cloud computing infrastructure solutions, including modular servers and high-efficiency computing (HPC). In terms of AI servers, the company has been a leading AI server provider for several global customers for many years, and the company is working with customers to provide hosting services and operation and maintenance of AI Cloud Data Center.
High-tech development
Now: 4998 Market Cap: 1760.7 billion
With the blessing of the news that High-tech Development plans to acquire 70% of the equity of Huakun Zhenyu, it has been in the direction of Huawei's computing power for a long time. In recent years, it has been committed to improving its own technology research and development strength and product innovation capabilities. In the context of the outbreak of SORO, High-tech Development is expected to seize this opportunity with its strong technical strength and rich experience to achieve its stock price and reach a new high.