When we talk about computing power, we're actually a foundational and ubiquitous force. Computing power, like electricity or water, is at the touch of a button and ready to be used by us. Put simply, computing power is computing power, and it forms the cornerstone of our digital world. With the rapid development of science and technology, the wave of intelligence and digitalization has swept the world, promoting profound changes in productivity and production relations, and promoting the leapfrog development of traditional industries and technologies. In this process, computing power has emerged as a core element of an intelligent and digital society. High-performance and intelligent computing enable massive data to give full play to its value and promote social progress. Looking to the future, with the in-depth advancement of intelligence and digitalization, computing power is expected to increase by 100 times in the next decade. Taking 2003 as an example, the birth of ChatGPT was like detonating an AI revolution, leading us into the era of large models. In this era, computing power is like a steady stream of power, driving scientific and technological innovation and social development. It makes our lives easier and more efficient, and it makes our world more colorful. Therefore, in-depth research and full use of computing power are of great significance to promote social progress and realize human dreams. 
In China, Nvidia once controlled 90%-95% of the high-end computing power market, however, with the rise of domestic substitution, this part of the computing power will gradually get rid of the shackles and usher in the dawn of localization. This means that the potential of computing power in China's market is endless, just like a vast ocean, waiting for us to explore and develop. Looking ahead, according to **, by 2024, global server shipments will reach about 1,36540,000 units, with an annual growth rate of about 205%。The focus of the market is gradually shifting to the deployment of AI servers, which accounts for about 12 percent of shipments1%。With the rapid growth of AI demand, global spending on complete machines is gradually tilting towards AI servers, like a torrent of water rushing to this emerging field. In addition, domestic and foreign AIGC manufacturers are accelerating the deployment of large models with hundreds of billions of parameters, which will further intensify the demand for computing power. This demand is like a blazing flame, fueling the rapid growth of the AI server market and shipments. It is estimated that by 2026, the shipment of AI servers will reach 2.37 million units, accounting for 15%, and the compound annual growth rate is expected to maintain 25%. This shows that global spending on complete machines will continue to tilt towards AI servers, like a bright star, leading the future direction of technology development.
The growing demand for computing power and the blank of domestic computing power make the computing power market promising in the future. The author also selected several low-level companies from the concept of computing power, especially the first one. Time will prove the judgment of the southern candle, let's take a look.
The author's most optimistic one: the first leader of A-share "Huawei computing power + reorganization", which is expected to be from 6 yuan to 35 yuan
The company has developed leading AI servers in China, and has in-depth cooperation with Huawei in Kunpeng and Ascend, and has launched AI servers based on Ascend technology.
In anticipation of restructuring, some companies plan to acquire their series of companies. The company's low price + low valuation, the stock price is less than 10 yuan, the chips are highly concentrated, and the main force is high control.
From a technical point of view, the three-line is up, the main force is in the bulls, the MACD three-line golden cross, and a new round of the main rise is about to start.
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JMicron
China's leading "device-edge-cloud-network" best product and solution service provider; The company's AI computing products mainly include AI servers and AIBOX edge devices, and has launched a series of products such as GPUs, multiple ASICAI accelerator cards, and ARM NPUs: the products are used in AL scenarios in multiple industries such as industrial machine vision, traffic roadside MEC, retail commodity identification and commodity loss prevention, catering and kitchen bright stoves, electric power and other park environmental control, garbage classification and other industries.
New culture
In order to meet the needs of rapid response and data security, Ovia also turned on the fog computing capability, based on the self-developed software and hardware integration system to support the forward movement of computing power, and build a regional or school-level exclusive AI computing center, which can complete audio data analysis locally.
Jingyeda
The company is in the "cloud computing, big data, Internet of Things and artificial intelligence"The field continues to increase R&D investment, build the company's technology base, build a first-class middle platform, AI middle platform and data middle platform, build the most business platform and product service matrix through the industry, rely on the company's platform capabilities, cooperate and develop collaboratively with many universities and ecological partners, quickly integrate application technology and ecological products, and has formed a series of core products such as hardware, software, algorithms, systems, middle platforms, and platforms.
Shengtian Network
The company's cloud computing platform takes GPU computing power as the core, with the characteristics of high computing power, low latency, stability and reliability, etc., the company's GPU cloud can flexibly schedule computing resources according to business needs, and can be widely used to support the high computing power needs of various applications and contents such as A1 and the metaverse in the future. At present, Shengtian Cloud Game Service Platform has built a number of large-scale central service nodes, and is currently promoting the construction of more edge computing nodes.
Oriental Guoxin
Enterprise-level big data and cloud computing product provider: The company has laid out data centers in Inner Mongolia, with a total of 20,000 planned cabinets, and its shareholding subsidiaries have laid out data centers in Beijing, with a total scale of about 9,000 units.