The latest, an artificial intelligence competition has begun!
In early February, Sam Altman announced that he had raised $7 trillion to build a chip empire, a news that caused a lot of public buzz.
Such a large amount is equivalent to a quarter of the GDP of the United States in 2023, enough to buy Microsoft and Nvidia, and even the remaining funds can be used to buy Tesla.
It is reported that in the $7 trillion investment plan, computing power occupies a very important part.
As we all know, there is a huge gap between China and the United States in the development of AI computing power. On the one hand, the United States restricts the development of computing power through various means, and even does not hesitate to use political means; On the other hand, the United States is still developing new technologies and is not satisfied with the status quo.
Therefore, there is a lot of pressure at home!
In this regard, China attaches great importance to it, and various departments have introduced a series of policies and measures to support the development of domestic computing power.
For example, the "Overall Layout Plan for the Construction of Digital China" released in 2023 will optimize the layout of computing infrastructure, promote the efficient complementarity and collaborative linkage of computing power in the east and west, and guide the rational layout of general data centers, supercomputing centers, intelligent computing centers, and edge data centers.
So, what is the current situation of the domestic computing power industry chain?
The domestic AI computing power industry chain includes AI server parts, server machines, computing power leasing, data centers and other links.
AI server parts companies mainly include Cambrian, Jingjiawei, Haiguang Information, Hudian Co., Ltd., etc.;
Server machine companies mainly include High-tech Development, Digital China, Topway Information, Tongfang Co., Ltd., Fiberhome Communication, etc.;
Computing power leasing enterprises mainly include Yunsai Zhilian, Zhongbei Communication, Hongbo Shares, Ziguang Shares, Hengrun Shares, etc.;
Data center companies mainly include Sinnet, Alpha Data, Dataport, Inspur Information, Kechuang Information, Hongtao Co., Ltd., Power Source, etc.
Overall, the domestic computing power industry chain is constantly improving to meet the growing demand for computing power.
So, from an investment point of view, what are the investment opportunities in the field of domestic computing power?
Recently, Nvidia has become famous at home and abroad and has become a "star" in the entire computing field, but many people focus on foreign computing power and ignore the potential of China.
However, in China, there are also such standouts as Huawei.
Huang has publicly stated that Huawei is Nvidia's biggest competitor.
Judging from relevant data, the shipment of AI accelerator cards in China in 2022 will be about 1.09 million, of which Nvidia will account for 85% of the market, while Huawei's market share will reach 10%. While the gap remains, it is not insurmountable.
With Huawei's continuous breakthroughs in the field of computing power chips, and the restriction of NVIDIA's high-end GPU chips, Huawei's computing power is expected to seize a larger market share and become a real computing power giant, and related enterprises are expected to achieve performance growth with the help of Huawei's development.
In the A** field, there is a company that is not only the only company in China that has the status of the highest-level domestic partner such as AWS, Azure, and Alibaba Cloud, but also a core strategic partner of Huawei, and has in-depth cooperation in cloud computing, Kunpeng ecosystem, Ascend chips and other business fields.
So, how is this company doing?
In the third quarter of 2023, the company achieved revenue of 2855.4 billion yuan, a year-on-year increase of 6%; Net profit attributable to the parent company 41.7 billion yuan, a year-on-year increase of 43%, and the performance is still outstanding.
This strong performance growth is mainly due to the continuous deepening of the company's strategic layout of digital cloud integration, as well as the rapid development and implementation of strategic businesses.
At present, the company has basically realized the independent innovation of core technologies, the independent research and development of core products and the independent controllability of core businesses, and has formed a product system covering ARM servers, networks, terminals and all-in-one machines.
So, what are the future prospects for this company?
First of all, the development potential of domestic computing power is huge. With the rapid development of artificial intelligence, the demand for computing power is also increasing.
According to relevant data, the scale of Chinese artificial intelligent computing power market has reached 66.4 billion yuan in 2023, and it is expected that the compound annual growth rate of Chinese artificial intelligent computing power market size will reach 52 from 2024 to 20283%, with great development potential.
As a leading enterprise in the field of domestic computing power, the company has launched a new layout of its own brand on the basis of "Kunpeng" + "Ascend" computing power, and has created a full line of independent brand products and solution service capabilities covering data computing, data storage, data transmission, data security, etc., which is expected to fully benefit from the rapid development of the industry.
Second, the cloud business is growing rapidly and has broad room for development.
As of 2023, the cloud migration rate of China** and large enterprises has exceeded 60%, and it is estimated that the cloud computing market will exceed one trillion yuan in 2025.
At present, the company's cloud management service capabilities have covered the world's five major public clouds and domestic mainstream public cloud vendors, and has perfect technology research and development and solution service capabilities from cloud to end, with obvious competitive advantages.
With the acceleration of China's digitalization process, the cloud business is expected to become a new engine for the company's performance growth.
Finally, the company not only has high-quality customer resources such as China Telecom, Alibaba, Tencent, and NVIDIA, but also is a core strategic partner of Huawei, covering multiple product lines and service areas of Huawei, which will become an important support for the company's performance.
In general, although there is still a certain gap between domestic computing power and foreign countries, with the efforts of domestic technology companies such as Huawei, this gap is gradually narrowing. As a leading enterprise in the field of computing power in China, the company not only has strong R&D strength and customer resources, but also has a promising future with the development momentum of Huawei's computing power.
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