With the release of generative AI large language models such as ChatGPT, the demand for AI computing power has surged. Recently, the 60-second Wensheng ** AI model "SORA" launched by OpenAI has once again detonated the entire AI world.
The emergence of this model puts forward higher requirements for computing power, and at the same time, it also puts forward greater requirements for infrastructure such as computing power chips and CPO optical modules.
The emergence of the SORA** model not only improves the maturity and commercialization of AI applications, but also brings about an explosion in demand for 800G optical modules.
In the next few years, with the continuous improvement of model parameters, computing power support will become the basic disk of large models.
In this trend, the following companies are expected to be the most beneficial:
Haiguang information. As a leader in domestic CPU manufacturers, its newly launched GPU products are comparable in performance to international leading GPU manufacturers, and will be widely used in the field of supercomputing and artificial intelligence.
High-tech development. The company signed a comprehensive strategic cooperation agreement with Chinasoft International to carry out the full-scenario layout of end-edge cloud localization, and the net profit increased by 205 year-on-year73%。
Inspur Information. In the field of artificial intelligence servers, Inspur Information ranks first in the global AI server market share, and has launched the world's first GPU co-processing acceleration cabinet server SmartRack.
Sugon. As a monopoly leader in domestic supercomputers, Sugon's general-purpose server products and storage products are in a leading position in the domestic market, with a complete product line, which can meet the application needs of various market segments.
Digital China. The company's first Kunpeng supercomputing center has officially landed in Xiamen, and its own brand of Shenzhou Kuntai servers covers operators, finance, government and enterprises, education and other industries.
Among them, there is one company that has attracted much attention
It is not only Huawei's gold medal business, but also purchased GPUs for Nvidia H800 chip servers to prepare for the later computing power leasing. At present, the market value is small and easy to rise, from the perspective of technical signal indicators, the pressure of the second board to break through the annual line is and directly stand firm, the main control is extremely strong, with high potential, is expected to be from 15 yuan to 30 yuan!
(Small envelope 8, immediately revealed, not Pingloam District).