Recently, a race on artificial intelligence has begun!
In early February, Sam Altman raised $7 trillion to build a chip empire, and there was an uproar.
You know, the GDP of the United States in 2023 is only 2736 trillion US dollars, 7 trillion US dollars, that is 1 4 of the GDP of the United States, after buying Microsoft and Nvidia, the remaining money to buy a Tesla is more than enough.
It is reported that in this 7 trillion investment plan, computing power occupies a very important part.
As we all know, there is a big gap in the development of AI computing power between China and the United States. On the one hand, the United States has "stuck its neck" in computing power through various methods, and even does not hesitate to use political means; On the other hand, we are still fully committed to developing new technologies and are not satisfied with the present.
The pressure has been given to the country!
In this regard, China also attaches great importance to it, and various departments have introduced a series of policies to support the development of domestic computing power.
For example, the "Overall Layout Plan for the Construction of Digital China" released in 2023 will systematically optimize the layout of computing infrastructure, promote the efficient complementarity and collaborative linkage of computing power in the east and west, and guide the reasonable echelon layout of general data centers, supercomputing centers, intelligent computing centers, and edge data centers.
So, what is the current situation of the domestic computing power industry chain?
The domestic AI computing power industry chain includes AI server parts, server machines, computing power leasing, data centers and other links.
Among them, AI server parts companies mainly include Cambrian, Jingjiawei, Haiguang Information, Hudian Co., Ltd., etc.;
Server machine companies mainly include High-tech Development, Digital China, Topway Information, Tongfang Co., Ltd., Fiberhome Communication, etc.;
Computing power leasing enterprises mainly include Yunsai Zhilian, Zhongbei Communication, Hongbo Shares, Ziguang Shares, Hengrun Shares, etc.;
Data center companies mainly include Sinnet, Alpha Data, Dataport, Inspur Information, Kechuang Information, Hongtao Co., Ltd., Power Source, etc.
On the whole, China's domestic computing power industry chain is constantly improving to cope with the increasing demand for computing power.
So, from an investment point of view, what are the investment opportunities for domestic computing power?
Recently, Nvidia has become famous at home and abroad and has become the "sun" in the entire field of computing power, so that many people focus on foreign computing power, but ignore domestic computing power.
In fact, in our country, there is also a leader in the field of computing power, that is-Huawei.
Huang has publicly stated that Huawei is Nvidia's biggest competitor.
This shows Huawei's strong strength in the field of computing power.
Relevant data show that in 2022, China's AI accelerator card shipments will be about 1.09 million, of which Nvidia has a market share of 85%, followed by Huawei, with a market share of 10%.
With Huawei's continuous breakthroughs in the field of computing power chips, and NVIDIA's high-end GPU chips are restricted, Huawei's computing power is expected to seize more market share and become the king of computing power in the true sense.
Among the A-shares, there is such a company, which 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, with in-depth cooperation in many business fields such as cloud computing, Kunpeng ecosystem, and Ascend chips.
So, how is this company doing?
In the third quarter of 2023, the company achieved revenue of 2855.4 billion yuan, a year-on-year increase of 6%; Net profit attributable to the parent company 41.7 billion yuan, an increase of 43% year-on-year, and the performance was as bright as ever.
The strong performance growth is mainly due to the continuous deepening of the company's strategic layout of digital cloud integration and the accelerated breakthrough and implementation of strategic business.
So far, the company has basically realized the independent innovation of core technologies, independent research and development of core products, independent and controllable core business, and formed a product system covering ARM servers, networks, terminals, and all-in-one machines.
So, what are the future highlights of this company?
First, there is huge potential for the development of domestic computing power
With the rapid development of AI, the demand for computing power is increasing.
Relevant data show that in 2023, the scale of China's artificial intelligence computing market has reached 66.4 billion yuan, and according to **, the compound annual growth rate of China's AI computing market will reach 52 from 2024 to 20283%, with great development potential.
As a leading enterprise in the field of domestic computing power, the company has launched a new layout of its own brand based on the "Kunpeng" + "Ascend" computing power, and has created a full line of independent brand products and solution service capabilities covering data computing, data storage, data transmission, and data security.
In the future, it is expected to fully benefit from the outbreak of the industry and open up space for performance growth.
Second, the cloud business has a high growth rate and has broad room for development
In 2023, the cloud migration rate of China** and large enterprises has exceeded 60%, and the cloud computing market is expected to exceed one trillion yuan by 2025.
At present, the company's cloud management service capabilities have covered the world's five major public clouds (AWS, Azure, Alibaba Cloud, Google Cloud, Huawei Cloud) and Tencent Cloud, China Mobile Cloud, JD Cloud and other domestic mainstream public cloud vendors.
With the acceleration of China's digitalization process, cloud business is expected to become a growth point for the company's performance.
Third, backed by high-quality customers such as Huawei and NVIDIA
The company not only has high-quality customer resources such as China Telecom, Alibaba, Tencent, and NVIDIA.
At the same time, it is also a core strategic partner of Huawei, covering multiple product lines and service areas of Huawei, including the Kunpeng project and the Ascend project.
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