On February 19, the State-owned Assets Supervision and Administration Commission (SASAC) held a special promotion meeting on "AI empowering industry renewal" to promote the best enterprises to achieve better development and play a greater role in the field of artificial intelligence.
After yesterday's news fermented, today's related AI, state-owned cloud and other technologies broke out again, with multiple shares of 20cm.
On the one hand, this meeting clarified the artificial intelligenceImportanceOn the other hand, several core trends and implementations in the development process of domestic computing power were once again emphasizedRhythm
Consolidate the foundation and accelerate the construction of the intelligent computing center
The meeting pointed out that the intelligent computing center is the basic foundation for the development of artificial intelligence, and central enterprises need to concentrate their main resources on the most needed and advantageous areas to accelerate the construction of a number of intelligent computing centers.
The whole chain develops, and the software and hardware resonate
The meeting emphasized that the implementation of artificial intelligence development needs to collect multi-modal high-quality data sets in the industry, create a large model from infrastructure, algorithm tools, intelligent platforms to solutions to empower the industrial ecology, and actively deploy and develop from the two major directions of software and hardware.
Across central enterprises, deepen synergy and cooperation
The meeting emphasized the need to better play the role of a collaborative innovation platform across central enterprises, promote artificial intelligence on the basis of deepening open cooperation, strengthen demand traction, accelerate the empowerment of key industries, and accelerate the construction of a data-driven, human-machine collaboration, cross-border integration, co-creation and sharing of intelligent economic forms.
Accelerate the implementation of central enterprises to develop artificial intelligence
At the meeting, 10 central enterprises signed a proposal to take the initiative to open up artificial intelligence application scenarios to the society.
The development of domestic computing power is accelerating, and the supporting "water sellers" are the first to benefit.
With the continuous policy support for the development of domestic artificial intelligence, domestic computing power has gradually accelerated, and the demand for supporting "water sellers" has increased.
A brokerage research report believes that the benefits are included in the current clearer benefitsComputing power tuning, liquid cooling and heat dissipation, and domestic switchesand other fields, which are expected to accelerate the construction of domestic intelligent computing centers and further expand the future performance growth space.
For the A** field, the computing power sector mainly includes:AI chips, AI servers, and computing power leasingWait.
Among them, AI chips mainly include Haiguang Information, Cambrian-U, Jingjiawei and other companies.
In terms of servers, A-share companies mainly include Inspur Information, ZTE, Industrial Fortune Union, etc., as well as Huawei server-related manufacturers, including Hengwei Technology, Digital China, Tuowei Information, Sichuan Changhong, Tianyuan Dike, High-tech Development, China Great Wall, etc.
The theme of computing power leasing mainly tests the ability of listed companies to "take cards".
According to public information, Hengrun Co., Ltd., Lotus Health, Zhongbei Communication, Jinji Co., Ltd., etc., plan to build a computing power scale of more than 10,000 p, and entrepreneurial dark horse, Huina Technology, Hongbo Co., Ltd., Youkede, Runjian Co., Ltd., Leon Technology and other companies plan to build a computing power scale of more than 1000 p.
Liquid cooling is expected to replace air cooling as the mainstream with the advantages of low energy consumption, high heat dissipation efficiency, and low noise.
Google, Microsoft, Intel, IBM, HP and other companies have also laid out in the field of liquid cooling technology.
At present, the penetration rate of liquid cooling technology among domestic and foreign data center infrastructure manufacturers is still low, there are few enterprises that have mastered this technology, a strong leader has not yet been formed in the market, the market competition pattern is undetermined, and due to China's data security protection policy, it is difficult for foreign manufacturers to enter China.
The most competitive companies in the industry are Dawning Digital Innovation (a subsidiary of Sugon, leading the customer base), Inspur Information (leading global market share), Unisplendour (its subsidiary H3C earlier layout of liquid cooling), Invic, Emicon, Jialitu, Gaolan Co., Ltd., China G Great Wall, Huawei, Alibaba, Lenovo, Vertiv Technology, Ningchang, etc.
The switch is an important network equipment of a new generation of infrastructure based on Ethernet to realize data transmission and exchange, which is responsible for data aggregation and communication in the network, and is mainly used in data centers, campuses, industries and other fields.
From the perspective of the industrial chain, the upstream of the switch industry chain is mainly the leading supplier of chips and electronic components; The midstream of the industry is the switch manufacturer; The downstream of the industry includes mainly telecommunications, data centers, industrial and various industry enterprises.
The main related enterprises are Feiling Kesi, Unisplendour, Ruijie Network, ZTE, Gongjin Co., Ltd., etc.
In addition, there are AI-related subdivisions that are easy to diffuse and make up for the rise, but from the perspective of **, small tickets go to the board, and large tickets go to the trend, and the trend focuses on enterprises with the background of central enterprises and state-owned enterprises.