In the future computing power sector, we foresee a new leader. Computing power scheduling, rather than computing power leasing, will lead this wave. With the strong support of the state, computing power is expected to provide us with convenient services at any time, just like water and electricity. This indicates that the State Grid in the era of computing power has emerged. There are four companies in particular, whose growth potential may be beyond everyone's imagination.
To become the national grid in the era of computing power, enterprises must have two cornerstones. First of all, it is necessary to have the backing of powerful central state-owned enterprises. As the core driving force of the digital economy, computing power is related to national economic security, so it must be controlled and led by the state. Second, enterprises need to have a computing power network platform to achieve efficient scheduling of computing power. Through platform traffic, enterprises can solve idle computing power and improve resource allocation efficiency.
Based on these two criteria, we dug deep into four companies that met the requirements. Today, let's unveil their mysteries together.
The fourth Yunsai Zhilian, the general operator of the Shanghai big data center operation platform under the Shanghai State-owned Assets Supervision and Administration CommissionThe third Zolang Technology, Tianjin State-owned Assets Supervision and Administration Commission (SASAC) has joined hands with NVIDIA to jointly promote the construction and hosting of computing power centersThe second radio and television YuntongGuangzhou SASAC has built a GPU computing power sharing platform and a high-performance, cloud computing platformThere is still this one left, he is even more powerful, he is the leader of my country's computing power scheduling, and even foreign capital is against the trend, buying more than 10 million shares of him, there is a bottom divergence in technology, and the stock price reversal is imminent.
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