The gap between China and the United States in the development of AI computing power cannot be underestimated. The United States not only uses various means to "stuck" in computing power, but even does not hesitate to use political resources; At the same time, they are constantly exploring and developing new technologies, never resting on their laurels. In the face of such challenges, China has also realized the urgency, and various departments have acted quickly and introduced a series of policies to support the development of domestic computing power. Taking the "Overall Layout Plan for the Construction of Digital China" released in 2023 as an example, the plan aims to systematically optimize the layout of computing infrastructure and promote the efficient complementarity and collaborative linkage of computing power in the east and west. This means that we need to guide general data centers, supercomputing centers, intelligent computing centers, and edge data centers to achieve a reasonable echelon layout to ensure the balanced distribution and efficient utilization of computing resources. In this context, the domestic AI computing industry has ushered in unprecedented development opportunities. We look forward to the joint efforts of China and all sectors of society, China can make a major breakthrough in the field of AI computing power, narrow the gap with the United States, and even achieve a lead. This will be an era full of challenges and opportunities, let us work together to create a brilliant future! So, what is the current situation of the domestic computing power industry chain?
The domestic AI computing power industry chain is like a giant dragon meandering forward, connecting multiple key links such as AI server parts, server machines, computing power leasing, and data centers. On this dragon, parts companies such as Cambrian, Jingjiawei, etc., are like ingenious craftsmen, carefully polishing every cornerstone; Server machine companies, such as High-tech Development and Digital China, are like architects, skillfully combining these cornerstones into a solid castle. Computing power leasing companies such as Yunsai Zhilian and Zhongbei Communication are like smart bankers, providing a steady stream of computing resources for the castle; Data center companies, such as Sinnet and Alpha Data, are like guardians to ensure the stability and security of computing resources. This dragon is not only huge, but also full of energy. With the increasing demand for computing power, the domestic computing power industry chain continues to improve, and all enterprises work together to meet the challenges. They are like dancing dragons, turning rivers and seas, showing strong vitality and infinite possibilities. Under the guidance of this dragon, China's computing power industry is moving towards a new peak. From components to complete machines, from computing power leasing to data centers, every link is constantly optimized, and every innovation is promoting the development of the computing power industry. In the future, the domestic computing power industry chain will be like a more magnificent dragon, soaring in the sky of science and technology, leading China to a new era of computing power industry. 
So, from an investment point of view, what are the investment opportunities for domestic computing power?
Nvidia has recently become a bright star in the field of computing power at home and abroad, attracting many attention. However, under this upsurge, Huawei, a dark horse in the field of domestic computing power, has quietly emerged. As Huang said, Huawei has become a formidable competitor to Nvidia in the field of computing power, and its strength should not be underestimated.
According to relevant data, in 2022, China's AI accelerator card shipments will reach 1.09 million, of which Nvidia will take the lead, with a market share of 85%. However, in this vast market, Huawei is not to be outdone, following with a market share of 10%. Although there is still a gap with Nvidia, it does not mean that Huawei cannot catch up. With Huawei's continuous breakthroughs and innovations in the field of computing power chips, as well as the limited number of NVIDIA high-end GPU chips, Huawei computing power is expected to seize more market share in the future and become a real computing power hegemon. At that time, relevant enterprises that work closely with Huawei are also expected to take this free ride and achieve leapfrog growth in performance. In the A** field, there is one company that stands out in particular. It is not only the only company in China that has obtained the status of the highest-level partner of AWS, Azure, and Alibaba Cloud in China, but also a core strategic partner of Huawei. In many business areas such as cloud computing, the Kunpeng ecosystem, and Ascend chips, the company has a deep foundation of cooperation with Huawei. It can be said that it is a giant standing on Huawei's shoulders and is expected to jointly write a new chapter in the field of computing power in the future. 
So, how is this company doing?
In the third quarter of 2023, the company was like a steady giant ship, passing through the storms of the market and achieving impressive results. During the reporting period, the company's revenue reached 2855.4 billion yuan, a year-on-year increase of 6%, this achievement not only demonstrates the company's steady operation, but also reflects its leading position in the industry. What's even more eye-catching is that the company's net profit attributable to the parent company reached 41.7 billion yuan, an astonishing increase of 43% year-on-year, this performance has undoubtedly injected a strong impetus into the company's development.
Behind this impressive report card is the continuous deepening of the company's digital cloud integration strategic layout and the accelerated breakthrough and implementation of strategic business. The company has always adhered to technological innovation as the core, and is committed to the independent innovation of core technologies, independent research and development of core products, and independent and controllable core business. Today, the company has formed a comprehensive product system covering ARM servers, networks, terminals, and all-in-one machines, which not only demonstrates the company's technical strength, but also lays a solid foundation for its future development. Looking ahead, the company will continue to maintain its keen market insight and strong execution, and continue to drive business innovation and development to achieve higher performance and greater value. We have reason to believe that under the guidance of the company's strategy, the future road will be broader and the performance will be more brilliant. 
So, what exactly is the future of this company?
First of all, the potential of domestic computing power is unlimited. With the rapid development of AI technology, the demand for computing power has grown explosively. According to statistics, the scale of China's artificial intelligence computing market in 2023 will reach 66.4 billion yuan, and the compound annual growth rate of this market will reach an astonishing 52 in the next four years3%。As a leader in the field of domestic computing power, the company has created its own brand products and services covering the entire chain of data computing, storage, transmission, and security based on the "Kunpeng" and "Ascend" computing power. This means that in the explosive growth of computing power demand, the company will have huge room for growth, and the performance prospects are very impressive.
Secondly, the rapid growth of the cloud business has opened up a broad space for the company's development. It is reported that in 2023, the cloud migration rate of China's ** and large enterprises has exceeded 60%, and it is expected that by 2025, the cloud computing market will break through the trillion yuan mark. With its deep accumulation in the field of cloud management services, the company has established close cooperative relations with the five major public cloud vendors and mainstream public cloud vendors such as Tencent Cloud, China Mobile Cloud, and JD Cloud Zhilian Cloud around the world. Its advantages in cloud technology research and development, solution services, etc., make it stand out in the digital wave, and cloud business is expected to become a new growth engine for the company. In addition, relying on high-quality customers such as Huawei and NVIDIA provides a solid guarantee for the company's long-term development. The company has not only established solid cooperative relationships with industry giants such as China Telecom, Alibaba, Tencent, and NVIDIA, but has also launched in-depth strategic cooperation with Huawei, covering multiple product lines and service areas, including the high-profile Kunpeng and Ascend projects. The support of these high-quality customers not only provides the company with stable market demand, but also provides strong support in technology research and development, market promotion, etc. To sum up, with the support of domestic computing power, cloud business and high-quality customer resources, the company's future development prospects are very broad. With the continuous advancement of technology and the continuous expansion of the market, the company is expected to achieve even more brilliant results in the future. I'll leave this company only to iron fans,Interested friends can click on my avatar, enter the homepage background and send me the number 178, remember that it is not the comment area, and the answer will be automatically displayedI solemnly promise that all sharing is free, everyone can rest assured to check it, even if it is beneficial to you to make a reference.