The real leader in computing power, the market share is comparable to Huakun Zhenyu .

Mondo Technology Updated on 2024-02-24

In the AI era, computing power is king!

When it comes to computing power, NVIDIA is undoubtedly the world's leader and is known as the pinnacle of computing power! The H100 chip developed by the company is recognized by the industry as the preferred GPU for training large language models. With the surge in global demand for computing power, NVIDIA's GPU chips have also become very popular and sold all over the world. Recently, Nvidia released its fourth-quarter earnings report, and the data performance once again exceeded market expectations. According to the financial report, fourth-quarter revenue reached $22.1 billion, a year-on-year increase of 265%, much higher than analysts' expectations of 204$100 million. At the same time, the net profit in the fourth quarter reached a staggering $12.3 billion, a year-on-year increase of 765%, which is breathtaking! NVIDIA's outstanding performance once again confirms its leading position in the field of global computing power.

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!

ยท Here, the author has also compiled a list of "super fusion" core concept stocks, can the next "high-tech development" be born? We'll see!

A shares[Huawei Super Fusion Computing Server].

Real hammer ** business list combing:

1. Rongke Technology: Rongke Technology and Super Fusion are both member companies of Yuxin Electric Technology, and Rongke Zhiwei Cloud, a wholly-owned subsidiary of Rongke Technology, is a gold distributor of Super Fusion servers.

2. Huasheng Tiancheng: the core partner of super fusion, won three major awards. In addition, the company has established a long-term partnership with Huawei.

Of course, not all of these companies have opportunities in Huawei's super fusion computing power industry chain. Among these companies, I have also selected a dark horse with low potential, and the logic of optimism is as follows:

1. It is an authentic super-fusion concept stock that integrates market hotspots, and a high-quality target that cannot be bypassed by speculating on super-fusion, which is currently undervalued.

2. Low price + low + low valuation, the stock price is less than 20 yuan, at the bottom of the "** pit", the chips are highly concentrated, and the number of shareholders is only about 30,000.

3. At present, the stock price is in an upward channel, the main force is obvious, the volume of the shuffle shrinks significantly, the volume is multiple + the volume, there is a volume, there is a **, the MACD day and the month of the three lines of the golden fork, the main force is highly controlled, and it will rise at any time, and a new round of the main line will start soon.

Friends who want to keep up with the rhythm of the layout come to the homepage to send [number three six] to share for free

4. Changyuan Group: The power supply of Huakun Zhenyu Tiangong server, Huawei Taishan server, and Huawei super fusion server are all provided by Shenzhen Ankexun, a subsidiary of Changyuan Group, to supply Huawei's full range of servers.

5. Tianyuan Dike: General distributor of super fusion, Huawei Kunling ** merchant, national general distributor of Huawei ICT products.

6. LUCKY Technology: Super Fusion Supplier.

7. Invic: Super fusion liquid cooling business, every super fusion server has liquid cooling blessings.

8. Tongfei shares: super fusion temperature control provider.

9. Yinxin Technology: the supplier of Huakun Zhenyu and super fusion.

10. Advanced Data Communication: Super fusion is an important partner of the company, and the company sells super fusion products and services. In 2022, superfusion will become the company's second largest businessman.

11. Yakang shares: In 2022, the company's main leading merchants are Inspur, Super Fusion, Dell, Xinhua III, etc.

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