The concept of computing power is changing today, which is the direction that can best drive popularity. Drive the wrong theme**.
Computing power has ushered in accelerated development, and recently computing power has been good in all aspects, and is expected to become the new darling of the market.
News: The high-level issued the "Implementation Opinions on the In-depth Implementation of the "Eastern Data and Western Computing" Project and the Acceleration of the Construction of a National Integrated Computing Network. By the end of 2025, a comprehensive computing infrastructure system will take shape. The new computing power in the national hub node area accounts for more than 60% of the new computing power in the country, and the utilization rate of computing power resources in the national hub node significantly exceeds the national average.
Computing power is the strength of a computer to perform numerical calculations, which is usually measured in flops (floating point operations per second). With the continuous development of artificial intelligence, big data and other technologies, computing power has become an important driving force for the development of the digital economy.
Nvidia announced its latest results, the company's earnings per share for the fourth quarter of fiscal 2024 were 4$93 with an expectation of $4$19; Net profit 122$8.5 billion, expected 103$400 million; This is a positive performance that exceeds expectations.
In terms of policy, recently, the high-level promotion meeting on the state of artificial intelligence was held, with the theme of "AI empowerment, industrial renewal", so as to carry out AI+ special actions. It is expected to further increase the performance space with the acceleration of the construction of domestic intelligent computing centers.
Since the beginning of 2024, events in computing power have been catalyzed, and the prosperity of AI computing power construction has continued to be verified.
The development of computing power will promote the accelerated development of the digital economy. With the continuous enhancement of computing power and the continuous enrichment of application scenarios, the digital economy will usher in broader development space and business opportunities.
At the same time, the development of computing power will also drive the development of related industrial chains and provide more complete and efficient technical support for the development of the digital economy. As an important driving force for the development of the digital economy, computing power has a very broad development trend and prospects in the future.
After in-depth research, several "East and West Calculations" have been excavated"The potential leader, especially the last one, is expected to usher in the main rising wave**!
The first one; Yunsai Zhilian
The company has gradually established the construction and operation capabilities of government and enterprise big data platforms, covering data base construction, data collection, data cleaning, data analysis, data application and other capabilities. During the reporting period, the company invested in the construction of 110kV power user stations, and the cloud services, big data and "two networks construction" projects continued to land, and the business of cloud services and big data segment continued to grow steadily.
the second; Special message
In terms of the provision of related products, investment, construction and operation of data centers, it can be used for industrial chain projects related to Eastern Data and Western Computing. First, it has continued to provide product groups in the construction of data center projects; Second, it can continue to carry out related service business in data center construction projects; Third, in recent years, the special information has been involved in and invested in the investment and operation of data center projects. The company will actively respond to the national development strategy and strive to strive for opportunities to improve the company's performance.
the third; High-tech development
The company intends to purchase a total of 70% of the equity of Huakun Zhenyu, a computing power industry enterprise, by issuing shares and paying cash. The company plans to purchase 30% of the equity of Huakun Zhenyu held by CDHTI Electronics Group, 25% of the equity of Huakun Zhenyu held by Gongqingcheng Huakun, and 15% of the equity of Huakun Zhenyu held by Pingtan Yunchen.
the fourth; Zhongbei Communication
The company decided to invest in the construction of an intelligent computing center in Hefei. The Hefei data room project under construction by Rongboda Cloud Computing Company covers an area of 20,000 square meters, with an overall planning construction area of 40,000 square meters and a PUE value of 13. Approved energy consumption index 2460,000 tons of standard coal, annual power index 20026850,000 kWh, the conditions of the computer room fully meet the needs of the company's investment in a 3000p computing power center in Hefei.
fifth; Sugon
With the development of AI technology, artificial intelligence has also put forward exponential requirements for the growth of computer computing power, and AI will become a new business carrier in the server industry in the future. The company continues to increase R&D investment in heterogeneous parallel architecture, immersion liquid phase change cooling technology, high-speed interconnection technology, advanced computing management, operation and maintenance, operation service platform software, and industry software ecological construction.
Finally, I also selected a core leading company, or it will be "East and West"."The first leader is expected to double, and the optimistic logic is as follows; Friends who want to know about it send the blogger an envelope with the number six, and you can get it.
The company is a global leader in DRAM and SRAM, with microprocessor chips, intelligent chips, memory chips, analog chips and interconnection chips and other products.
The chips are highly concentrated, the bottom is **, the main force is highly controlled, the market value is about 10 billion, the stock is active, and it is favored by institutional funds, with a net inflow of nearly 3 billion in the near future.
From a technical point of view, the bottom of the "** pit" starts, the volume breaks through, and the MACD daily and weekly month three-line golden cross is in the middle of the world, and it is expected to double!