Artificial intelligence continues to be popular! Recently, OpenAI's CEO unveiled an ambitious plan to raise up to $7 trillion to transform the global semiconductor industry and drive the development of artificial general intelligence (AGI).
The purpose of the plan is clear, that is, to solve the hardware constraints faced in the development of artificial intelligence, especially the severe shortage of AI chips.
As soon as the news came out, it can be described as a shock to the world, which directly made artificial intelligence, especially AI chips, the focus of the whole world.
At the same time, the performance report for the fourth quarter of 2023 announced by Nvidia has added another fire to AI chips.
According to the data, Nvidia achieved sales revenue of $22.1 billion in the fourth quarter, a year-on-year increase of 265%, higher than analysts' expectations of 204100 million US dollars, net profit of 12.3 billion US dollars, a year-on-year increase of 765%.
What is the concept of a net profit of $12.3 billion? You must know that NVIDIA's net profit for the whole year of 2022 is only 97$7.5 billion, that isNvidia's net profit in the fourth quarter of 2023 is more than double that of the full year of 2022.
The reason why Nvidia can achieve such an amazing net profit in 2023 is mainly due to the wave of artificial intelligence. It can be found through NVIDIA's revenue dataData center revenue in the fourth quarter was $18.4 billion, accounting for 83% of total revenue25% is the company's core revenue**.
"Accelerated computing and generative AI have reached a tipping point, with demand from businesses, industries and countries surging globally," said Nvidia CEO Jensen Huang. ”
At the same time, Nvidia also gave guidance for next quarter's results, ** sales in the first quarter of this year will reach $24 billion, plus or minus 2%, well above Wall Street's expectations of 221$200 million.
For a time, Nvidia's stock price rose sharply, and the after-hours increase once expanded to 10%.
And this shareholder wind has also been transmitted to China's ** today, setting off a round of AI computing power boomIt has directly brought away Tongniu Information, SDIC Intelligence, Yimikang, Capital **, Parallel Technology, Shuguang Digital Innovation and other computing power and state-owned cloud concept stocks.
In terms of policy,The State-owned Assets Supervision and Administration Commission (SASAC) held a special promotion meeting on enterprise artificial intelligence, emphasizing that enterprises should put the development of artificial intelligence in the overall work, further promote industrial renewal, and accelerate the layout and development of intelligent industries. Accelerate the construction of a number of intelligent computing centers and carry out AI+ special actions. 10 ** enterprises signed a proposal, saying that they will take the initiative to open up artificial intelligence application scenarios to the society.
With the performance stimulation of foreign giants and the catalysis of domestic policies, more and more people and enterprises will focus on AI infrastructure.
AI computing power is also expected to become the biggest hot spot in A-shares.
In the A-shares, there is such a leading enterprise in the field of artificial intelligence and big data, which is not only the earliest enterprise in China to invest in the research and development of natural language processing technology, but also the founder of Chinese full-text retrieval technology, and as early as 2010, it built its own big data center, which took ten years to build a complete chain from data accumulation to artificial intelligence software products.
Let's take a look, what does this company do?
The company's main business is to provide a variety of product and service portfolios such as artificial intelligence and big data tool software platforms, related industry application systems and solutions, cloud and data intelligence services (SaaS DaaS), and information security products and solutions independently developed by the company to party and government organs at all levels and various enterprises and institutions.
Since its establishment, it has undertaken dozens of national projects, including the National 863 Program, major science and technology programs, information security projects, and nuclear high-tech projects.
At present, the company mainly has four business segments: big data software products and services, system integration, artificial intelligence software products and services, and security products.
So, where is the core driver of the company's next accelerated growth?
First, we will deepen the semantic intelligence track and build a complete business territory
The company has been deeply involved in the NLP field for 30 years and has developed into a leading NLP manufacturer in the field of government affairs in China. The main business covers three major sectors: content security, data intelligence and digital**.
Over the years, the company's technology products have maintained a leading position in the industry, supporting many application scenarios, and there are more than 8,000 large or leading enterprise-level customers alone.
**Users have covered 80% of ** and *** institutions, 60% of provincial **, 50% of prefectures and cities**.
In addition, the company also insists on focusing on natural language processing technology, actively independently develops artificial intelligence technology and big data technology, and has the ability to independently and controllably carry out the whole industry chain in the field of natural language processing.
So farThe company has 40+ invention patents and 700+ software copyrights.
Second, the new growth curve is clear
Maybe it's a coincidence, maybe it's the company's foresight.
Since 2023, the sudden rise of artificial intelligence has led to an explosive increase in the demand for computing power and data.
The computing power is good to say, the moat is relatively low, it is mainly based on technological improvement, and it is an asset-heavy industry, but the data is different, the moat is extremely high, especially as a first-mover company, with technology and data accumulation, it is difficult for late-mover enterprises to catch up.
The company has been engaged in the collection and processing of data resources for more than 10 years, and built its own big data center as early as 2010At present, the accumulated open source intelligence and authorization data has exceeded 100 billion, and the average daily data acquisition exceeds 100 million.
2024 is the year of artificial intelligence from 1-100, and the demand for computing power and data will continue to grow, which happens to be the company's advantage, which is expected to become the company's second curve and open up space for doubling performance.
Therefore, judging from the current node, the company's traditional business status is as stable as Mount Tai, and it has built a complete business territory, and at the same time, the computing power and big data business has also ushered in the tuyere of the times, and is about to open a new round of growth, with 124 institutions gathered at present, and the logic is harder than Moutai.
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