Huawei's new branch of computing power, the first leader of "super fusion", with liquid cooling as the core, has ten times the space!
Huawei's computing upstart, Super Fusion, is a strategic partner and joins hands with Kunpeng Zhenyu to create a new chapter in AI computing power.
With the update of the list of hardware partners on Huawei's official website, an eye-catching name has popped up - super fusion. This company, which used to be the leader of Huawei's hardware company, is now growing rapidly in the field of AI computing power servers, and after independent transformation, it belongs to the Henan State-owned Assets Supervision and Administration Commission, and has now become an upstart in the field of Huawei's computing power.
It is worth mentioning that Super Fusion jumped three notches in a row in this update, jumping directly from the certification level to the strategic partner, and became Huawei's highest-level partner together with Kunpeng Zhenyu, which is also a pioneering achievement in the history of Huawei's partners. This breakthrough not only demonstrates the outstanding strength of Super Fusion in the field of computing power, but also indicates that its in-depth cooperation with Huawei will open a new chapter.
At present, super fusion has become the first place in Huawei's system in terms of shipments, and its position is unshakable. Kunpeng Zhenyu, represented by high-tech development, as the core eye of this round of AI, is expected to lead the new trend of AI computing power with the powerful combination of super fusion. Although Super Fusion has not yet experienced large-scale market hype, its in-depth cooperation with Huawei and its outstanding performance in the field of AI computing power have undoubtedly opened up a broad space for its future development.
Among them, the author is particularly optimistic about this company, with liquid cooling as the core, and the performance has heated up beyond expectations, and there is ten times the space!
1. The company is a leading supplier of super fusion liquid cooling, and the company's full-chain liquid cooling solutions applied in the computing industry have a mature and complete layout, and it is also deeply bound and cooperated with Huawei.
Institutions hold heavy positions, the stock covers the concepts of liquid-cooled server + data center + Huawei liquid-cooled supercharging, standing under the current industry outlet, the opportunity for speculation has greatly increased.
3. In terms of technical form, a reversal has been established after a strong short-term rise, the main funds are strongly involved, the chip control is very high, and it is within the range of the weekly MACD golden cross, and it is expected to break through new highs in the future.
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