This year, the computing power sector is still attractive and continues to attract the favor of major funds. Not only that, but the top management has also invested policy support and attention in this field. These positive signals have undoubtedly injected strong impetus into the computing power sector, making its performance in the market stronger and stronger. The reason why computing power can dominate the market is that its supply and demand continue to grow. Computing power, as the solid cornerstone of the AI industry, provides indispensable support for the vigorous development of the industry. Nowadays, with the acceleration of the pace of domestic computing infrastructure construction, we are expected to usher in a new development climax. Recently, the senior management has made it clear that it will accelerate the construction of a number of intelligent computing centers, which undoubtedly injects new vitality into the computing power sector and points out the future development direction for us.
When it comes to the construction of intelligent computing power centers, NVIDIA is undoubtedly a bright star. Its GH100 chip is known as a GPU leader for training large language models, however, due to the constraints of the international environment, it can only be exported in the form of a castrated version, and its performance is like being covered with a thin veil and eclipsed. Huawei, the domestic technology giant, once predicted that China's computing power demand would surge by 500 times, and now it seems that this is gradually becoming a reality. In the field of domestic computing power, Huawei Ascend is like a king, standing tall. It not only showed its strength to rival Nvidia in chip design, but also surpassed the former hegemon in the field of optical communications. 
Huawei's Ascend 910B is on par with Nvidia's A100, and even surpasses the A100 in some respects, but it is still slightly inferior to the H100. However, Huawei did not stop there, and the 910C expected to be launched this year is expected to surpass the H100, demonstrating Huawei's ambitions in the field of computing power. Looking ahead, Huawei is entering a new stage of development, and is expected to launch a major update every year, constantly breaking records in the field of computing power. In this era of change and opportunity, Huawei is leading the domestic computing power field to a higher peak with its excellent technical strength and forward-looking strategic vision. 
Here, I have sorted out the core leading companies of Huawei's "Ascend Industry Chain", especially one of them, which is the first leader of the "Ascend Industry Chain", which is expected to usher in the main wave!
AuthorThe most optimistic one, the first leader of the A-share "Ascend Industry Chain".
The company complies with the construction of domestic intelligent computing centers, plans to have a computing power of 50,000p, and at the same time carries out computing power cooperation with Huawei, and reaches a computing power cooperation intention with Super Fusion.
The company's market value is less than 10 billion, and it is at the bottom of the "** pit", with a high concentration of chips, high control of the main force, and less than 50,000 shareholders.
From a technical point of view, the bottom of the price limit starts, the volume and price rise, and the MACD daily and weekly three-line golden fork is expected to be from 9 yuan to 115 yuan. You know which one it isCompany? The launch was in an instant
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Advanced Data Communication:Super Fusion is the second largest business, and Super Fusion is Huawei's own son.
Rongke Technology:Rongke Zhiweiyun, a wholly-owned subsidiary, is a gold distributor of super fusion.
Tianyuan Dike:The company is the general distributor of superfusion.
Invic:It is a leading manufacturer of temperature control equipment in China and a leading manufacturer of superfusion liquid cooling.
J&R Technology:The company has delivered a number of server liquid-cooled cabinet related products to Huawei.
Changyuan Group:The subsidiary, Ankexun Electronics, is a self-developed power supply for Huawei's servers.
High-tech development:The company is fully responsible for the research, production and sales of Huawei's "Kunpeng + Ascend" processors.
iSoftStone:companyPartnered with Ascend AI to launch the "Softpass Training and Push Integrated Platform".
Digital China:An important domestic server provider and a partner of the Ascend ecosystem.
Topway Information:The company is a full-service partner of Huawei Kunpeng and Ascend.
Fiberhome Communications:The company has a variety of AI training servers based on Ascend.