In the era of AI, computing power is respected!
When it comes to the pinnacle of computing power, NVIDIA is undoubtedly the leader and is respected as the leader of global computing power! Its ingenious H100 chip has become an indispensable GPU core for large language model training. The global demand for computing power is soaring, and Nvidia GPU chips are selling well all over the world.
Recently, Nvidia announced its fourth-quarter earnings report, and its performance has reached another brilliant level. According to the financial report, the revenue in the fourth quarter reached 22.1 billion US dollars, a year-on-year increase of 265%, far exceeding the expected 204$100 million. At the same time, net profit jumped to $12.3 billion, up 765% year-on-year.
In just 8 months, Nvidia's market capitalization jumped from 1 trillion to 2 trillion, setting a new milestone. With the release of the fourth-quarter earnings report, Nvidia's stock price soared again!
However, the sales of Nvidia's products in China are limited, which means that the huge domestic AI computing market will be occupied by domestic companies.
Among them, Huawei is undoubtedly a leader in the field of domestic computing power.
Hua Kun Zhenyu, as a leader in Huawei's computing power, is widely known. The high-tech development that acquired it has surged nearly five times in just half a year, and the market value has achieved remarkable results.
However, in the field of Huawei's Ascend AI servers, Huakun Zhenyu faces a strong opponentSuperfusion。The company has repeatedly won large orders for Ascend AI servers in China, and its market share has grown rapidly, ranking among the top three in China, challenging Huakun Zhenyu's position and becoming the fastest-growing company in the field of Huawei's AI computing power servers.
· Here, Xiaozhu has also compiled a list of "super fusion" core concept stocks, can the next "high-tech development" be born? We'll see!
Rongke Technology (300290).: and super fusion both belong to Henan State-owned Assets Supervision and Administration Commission: Yuxin Electric Branch. Its subordinate super fusion, Zhongyuan computing power, digital Zhongyuan and Rongke technology are all very good companies.
Huizhou Intelligent (002122).: The venture capital held by the company has a stake in superfusion.
Huasheng Tiancheng (600410).: The core partner of Hyperfusion.
Invic (002837).Combined with the super-fusion innovative XLAB liquid-cooled cluster, it is the leading provider of full-chain liquid cooling technology for super-fusion, and every super-fusion server is blessed by liquid cooling.
Tongfei shares (300990).: The company cooperates with super fusion digital technology to expand the temperature control product business in the field of digital center, and is a temperature control provider of super fusion.
Yakang shares (301085).: Super fusion quotient.
Advanced Data Communication (300541).: It is a superfusion partner and a leading businessman.
LUCKY Technology (002965).At present, the company has supplied products such as 2U and IDC data center structural parts to Huawei, ZTE and other enterprises, as well as related information and innovation products to Fiberhome Communications, Super Fusion, Xinhua III and other enterprises.
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