With the further empowerment of artificial intelligence, multimodal related training and inference applications will also put forward higher requirements for computing power infrastructure.
Computing power, or computing power, refers to the ability to process data. It can be seen that the popularity of the concept of computing power is rising, at least driven by multiple factors such as industry, events, and policies.
Recently, Li Peng, senior vice president of Huawei and president of carrier BG, said that by 2025, the demand for intelligent computing power will reach 100 times the current level. With the market's attention to computing power gradually heating up, related companies have also attracted additional funds from foreign-funded institutions, national enterprises, natural persons and other parties.
Stimulated by this logic, it is bound to set off a round of market storms!Today, after in-depth research, we have tapped several related potentials for youEspecially the last one has the most potential and is the most optimistic!
High-tech development
In October 23, it is planned to purchase 70% of the equity of Hua Kun Zhenyu, Hua Zhenyu is a computing power industry enterprise, mainly providing design, research and development, production, sales and service of its own brand computing, storage and other products based on data centers and artificial intelligence processors, and is committed to providing complete solutions for operators, financial and other industry customers, and actively participated in the construction of intelligent computing centers in many places in China.
Merry Cloud
The first batch of enterprises to settle in the integrated computing service platform of Eastern Data and Western Computing;The company's data center project is located in Zhongwei City, Ningxia, one of the national computing hub nodes, and its data center business covers rack rental, network access, rack operation and maintenance servicesAccording to the different requirements of customer needs and scale, the business is divided into different types such as large-scale customization of data centers, customization of sub-modules, standard computer rooms and scattered rack servicesFocusing on the large-scale customization of data centers and sub-module customization, supplemented by standard computer rooms and retail rack services, we provide corresponding services for customers with different needs.
True Vision
The company is actively planning and deploying the construction of the intelligent computing center, and the business plan of the intelligent computing center adopts the mode of self-construction, agent construction and co-construction, and the customer positioning is mainly based on Internet giants, three major operators and large model companies in the early stageIn September 23, the GPU was purchased for the server with the NVIDIA H800 chip, and the contract amount was 29.1 billion, 1000 H800 chips have a computing power of about 2000P, and this purchase is basically prepared for computing power leasing, and the first phase of the plan is 2000P
Aoya shares
In December 23, Shenzhen Aochuang Police Data Service, a wholly-owned subsidiary, signed a procurement contract with Shenzhen Runxin Chain, to purchase 128 high-performance computing servers and supporting software and hardware embedded with NVIDIA GPU chips, and the company entered a new field of intelligent computing business out of the strategy of combining software and hardware in the field of artificial intelligence.
Finally, I also selected a leading company, or will be the first leader, is expected to double the main rising wave, optimistic logic is as follows:
1. The company's main force continues to increase its position and has a high degree of control
2. The total market value is less than 10 billion yuan, the cost is low, and the disk is small.
3. In the long market, there is a trend of acceleration. Chips are concentrated, ushering in a strong KDJ golden cross, and a new round of major ** markets is coming, which is expected to accelerate.
In order not to disturb the layout of the main force, I won't say much here, it is still the bottom ** adjustment stage, waiting for time, soaring into the sky,If you have a friend who needs to know about it,The nod goes to the home page, sends the number 996, and the answer is automatically displayed. There will be no reply in the comment area.