The artificial intelligence market is hot, and the AI server market continues to rise with high computing power!
Judging by the news side:Dell, a technology company in the United States, has skyrocketed AI servers. "The strong momentum for our AI-optimized servers continues, with a nearly 40% backlog of orders and a nearly doubling of the order backlog and sales of $2.9 billion by the end of the fiscal year," its chief operating officer said in the report. ”
AI serversIt carries AI computing in intelligent computingCore infrastructureis a high-performance data processing device designed to support artificial intelligence (AI)-related applications.
Not only does it provide powerful back-end support for on-premise applications and web pages, but it also provides sophisticated AI models and services for cloud and on-premise servers. This makes:AI servers have become the core force to promote the development of various real-time AI applicationsto provide them with real-time, efficient computing services.
With the rapid development of artificial intelligence technology and the continuous expansion of application fields, the demand for AI servers continues to grow. Whether it is smart home, autonomous driving, medical diagnosis, etc., AI servers are needed to provide stable and efficient computing services. In the future, with the continuous innovation of technology and the continuous expansion of application needs, the AI server industry will usher in a broader development prospect.
At present, the domestic AI server market has formed a complete industrial chain, including chips, servers, storage devices, operating systems, databases and other key links. At the same time,Domestic AI serversThe company has been continuously improving in technological innovation, product quality, after-sales service, etc., graduallyTo be one of the leaders in the global AI server market
To this end, the author has specially sorted out the latest 8 core income dark horse stocks for your reference, so as not to find it, it is recommended to collect ** attention!
1. Sugon
Zhongzi**, a central enterprise holding, a domestic high-end server leader. The company's main business is the R&D and manufacturing of high-end computer, storage, security, and data center products, while vigorously developing digital infrastructure construction, intelligent computing and other businesses.
2. Inspur information
The company is the world's leading provider of data center IT infrastructure products, solutions and services, and the world's leading AI server.
3. Unisplendour
The company's main business is to provide technology-leading full-stack ICT infrastructure and services such as network, computing, storage, cloud computing, security and intelligent terminals. Its subsidiary, H3C Group, produces servers and switches, and H3C servers rank fourth in the world market share.
4. Industrial Fortune Federation
The company's main business is cloud computing, communication mobile network equipment and high-end precision structural parts, industrial Internet, AI servers and AI memory suppliers, supplying Microsoft and other overseas technology giants. "The world's leading cloud computing server provider".
5. Topway information
The company's main business is software cloud services, domestic self-owned brand servers, PCs, and mobile games. In addition to its own brand of servers, the company also develops its own industry-specific servers based on the Ascend AI base.
6. ZTE
The company is committed to providing customers with satisfactory ICT products and solutions, integrating "design, development, production, sales and service", focusing on "operator network, government and enterprise services, and consumer business". The G5 series servers launched by the company not long ago already have heterogeneous computing power servers.
7. Digital China
The company's main business is cloud computing and digital transformation business, information technology application innovation business, and information technology application innovation business. Using Huawei's Ascend chips, the company launched the new generation of Shenzhou Kuntai center training servers based on the Kunpeng 920+ Ascend 910 processors.
8. Suzhou Keda
The company has self-developed servers including high-performance computing servers, high-density servers and GPU servers, etc., the products use domestic processors, support domestic operating systems, in addition to the company's internal model and algorithm training, but also to meet the application needs of industry users to build a cloud computing platform, the future does not rule out the possibility of developing external business.
Recently, the author has prepared a big bull for fans through a review, and I am optimistic about the reasons:
High dividends, low price-earnings ratio, performance growth rate of more than 30% for three consecutive years
Share priceIt has been seriously over-falling, and it has been consolidating at the bottom for a long time, and the chips at the bottom are gathered
3. In terms of technical form, it breaks through the upper edge of the box and the trend is upward, and gradually opens an upward channel
4. Institutions have increased their positions for 6 consecutive quartersThe main control degree is high, the space can reach 80cm, and the potential is full!
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