The alarm bell rings for a long time, and the new storm of computing power is about to set off huge waves. This time, the stage of history no longer belongs to the former Hongbo overlord, but will focus on these four computing power leaders closely connected with Huawei. They may become the next five-fold legend and lead the changes in the fourth quarter. What are the four mysterious powers? Listen to me.
Not long ago, Ms. Meng Wanzhou raised her arms and said that Huawei is determined to build a solid foundation for China's computing power. Recently, six departments have jointly released an action plan for the high-quality development of computing infrastructure, which has undoubtedly injected three benefits into the computing industry. Computing power, a once neglected field, is now on the cusp, and the hype is on the verge of breaking out.
Looking back on history, the reason why Hongbo was able to emerge in the market, behind the brilliance of the five-fold increase, its core secret is to be the exclusive domestic supplier of NVIDIA computing chips. The prosperity of NVIDIA's computing power industry chain has created a five-fold myth of Hongbo shares, as well as a threefold legend that Zhongzhong continues to create.
Now, Huawei, the global technology giant, is also deriving a huge market space with its strong influence. On par with NVIDIA, Huawei's computing power layout is also worthy of our attention. After an in-depth review over the weekend, I found that there are only four low-cost computing power kings in the whole market that are deeply bound to Huawei, and they have a scarcity similar to Hongbo, and may become the focus of major capital speculation in the future.
The first company is Yilikang, and the company is an ecological partner of Huawei in the field of data center energy
The second Changshan Beiming, the company has installed 2,215 cabinets in the Changshan Cloud Data Center, and has carried out all-round and in-depth cooperation with Huawei in innovative fields such as Yunshengteng Kunpeng and Alliance
The third company, Hengwei Technology, is cooperating with Huawei Shengteng in terms of technical solutions and operation and maintenance solutions of Tesco computing center
The fourth is even more potential, everyone knows that the company not only won the bid for the Huawei Cloud data center project, but also established the country's top three artificial intelligence supercomputing centers, and attracted 80 *** The current stock price is only a little more than ten yuan, and the semi-annual report performance has increased by 230%, as the most popular Huawei concept stock, it may soar at any time.
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