In the era of artificial intelligence, computing power is the core productivity. Currently, cutting-edge large models like ChatGPT and SORA cannot run without strong computing power. Computing power is gradually surpassing electricity and heat and becoming a new driving force for the rapid development of the digital economy. Therefore, the role of computing power in the field of artificial intelligence is crucial.
When it comes to AI computing power, the importance of AI servers as infrastructure is self-evident. It is the key to supporting the efficient operation of AI computing power and plays a vital role in promoting the development of AI technology.
As the engine of computing power, the growth of demand for artificial intelligence servers will usher in rapid growth in demand. IDC data shows that in the first half of 2023, the market size of Chinese artificial intelligence servers increased by 54% month-on-month, mainly due to the layout of the artificial intelligence server industry by major domestic manufacturers and the upgrading of product technical specifications.
Recently, a series of favorable policies have effectively alleviated the pressure on market liquidity. At the same time, the boom in industries such as artificial intelligence and robotics continues to generate new market demand. As a result, market sentiment reversed and showed a strong ** trend.
2024 will be the first year for the release of the performance of domestic computing chips, and the high market demand and the launch of domestic alternative products will promote the rapid release of domestic companies' performance. According to **, the size of the global AI server market will continue to grow in the coming years. Especially in areas such as cloud computing, Internet of Things, and autonomous driving, the demand for AI servers will be even stronger. Therefore, the AI server industry has broad prospects, and the market size is expected to continue to grow.
I've also picked a few low-level companies from the AI server concept, especially the last one. Time will tell, so let's take a look.
Unigroup, USI, and Inspur are all leaders in China's technology industry, each with a significant presence in their respective fields. Unisplendour shares
As a leading high-tech industry investment holding company in China, its business covers integrated circuits, cloud computing, big data and other fields. Tsinghua Unigroup has always adhered to innovation-driven development, continuously promoted technological breakthroughs and industrial upgrading, and made important contributions to the development of the science and technology industry.
USI
As a world-renowned electronic manufacturing service provider, it has won the trust and cooperation of many well-known brands with its excellent technical strength and exquisite manufacturing technology. USI always adheres to the principle of quality first, is committed to providing customers with high-quality products and services, and continuously promotes the progress and development of the electronics manufacturing industry.
Inspur Information
As a leading information technology solution provider in China, it focuses on technology R&D and application in the fields of cloud computing, big data, and artificial intelligence. Inspur Information always adheres to customer demand-oriented, constantly innovates products and services, provides customers with efficient, intelligent and reliable solutions, and helps the rapid development of China's informatization construction.
The last one is the most optimistic:
1. The company is a leading Huawei ascension service provider in China and has long-term cooperation with Huawei. The fundamentals of this company are good.
2. Located at the bottom of the "** pit", the chips are highly concentrated, which is in line with the Zhuan Dragon strategy and the single peak chips are highly concentrated. **Active, favored by the main force.
3. From a technical point of view, the bottom is curved, and the main control board is good. It breaks through the pressure of the platform in the early stages. During the fishing season, a powerful golden fork**, the main intervention is noticeable.
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