First, how about the heat dissipation module products developed by Jingyan Technology?
According to the recording information, the company's heat dissipation technology is specially developed by NVIDIA with Jingyan Technology, and the current heat dissipation product samples and videos have come out in January this year.
The exact time of supply is not mentioned.
Second, why did the company refuse to come forward to clarify the cooperative relationship with NVIDIA? Why has Jingyan Technology not admitted to cooperate with NVIDIA at present? And also did not deny?
In fact, on March 22, it was asked whether it cooperated with Huawei, and it was inconvenient for the company to disclose it because it signed a confidentiality agreement.
This was replied to by Interactive Easy on April 7. It is estimated that a confidentiality agreement was signed with NVIDIA. Everyone asked so much, asked so much, the company did not explicitly deny, then in line with the rumor is the truth, this matter is estimated to be eight or nine inseparable.
Third, has Jingyan Technology cooperated with NVIDIA computing power chip A100 and H100?
When it replied on March 29, it did not mean that there was no cooperation before March 29. Not yet: No cooperation before does not mean no cooperation in the future.
For the time being, these two words are used very cleverly.
And NVIDIA's chips are not only A100 and H100, but also other chips.
Fourth, some golfers questioned whether the heat dissipation module jointly developed by Jingyan Technology and NVIDIA is not liquid cooling?
This question can be read in this article [Concept Mining] Jingyan Technology - NVIDIA Liquid-cooled GPU Solution Collaborator?
This technology is also a liquid cooling solution released by NVIDIA, which integrates the liquid cooling solution directly into the GPU. At present, it has been applied to the liquid-cooled A100 PCIe GPU, which is also the main A100 chip of the current AI GPU, and the H100 will also integrate this solution in the future.
5. Why is it so important for Jingyan Technology to supply NVIDIA liquid-cooled heat dissipation modules?
You can go to see the dismantling of the AI server by the brokerage, the same AI server, the value of the liquid cooling product is more than 3 times that of the optical module.
The explosion space of liquid-cooled heat dissipation products should be stronger than that of optical modules. The key is to choose the core companies that really benefit.
6. Intensive research technology VS Dawning Digital Creation
Dawning Digital Chuang supplies liquid cooling to domestic server leader Shugon, and its stock price has more than tripled this year.
The current market value of Shuguang is 86.9 billion.
And Jingyan Technology can supply liquid cooling and heat dissipation products to NVIDIA, how much space is behind?
NVIDIA's current market value is more than 4 trillion yuan, which is more than 40 times the market value of Zhongke Shuguang. And NVIDIA occupies more than 80% of the world's computing chip market share?
It is the real leader of this AI technology.
Then the future market prospects of Jingyan Technology are very broad.
Seven, if AI is compared to the birth of Apple's smartphone.
Then the server is equivalent to the hardware side of the Apple mobile phone. The large model is equivalent to the software side of the IOS intelligent system.
Then NVIDIA is equivalent to the leader of the hardware side, and there is no one. ChatGPT is equivalent to the leader of the software side of the intelligent system, and there is no one.
The consumer electronics that supplied Apple that year generated a lot of tenfold bull stocks.
If Jingyan Technology can cooperate with NVIDIA to supply, then the future space is also limitless!
8. On the issue of tomorrow's first quarterly report and annual report of science and technology
It may not be good for both quarterly and annual reports, as mentioned at the January research meeting
However, I am not buying to look at the past expectations of quarterly and annual reports. It's about looking to the future.
If Jingyan Technology signs a confidentiality agreement, there is actually no need to interact and ask the company, and you can't ask why, you naturally understand. Wait for the logic to validate slowly.
The above views are retained as individuals only and are not intended as investment advice
I will update the latest digital economy, ChatGPT, AI computing power, CPO/silicon photonics chips, big data, 6G satellites, data elements, new medical infrastructure, integrated die-casting, automotive intelligence, lidar, HUD, automotive chips, air suspension, L3 intelligent driving, PET copper foil, nano battery, 800V high voltage, photovoltaic HJT, TOPCON, perovskite, photovoltaic XBC, BIPV, IGBT chip, silicon carbide SIC, CTP/ CTC/CTB battery, 4680 battery, industrial mother machine, sea breeze flexible direct high voltage, new energy vehicle high voltage fast charging, high nickel ternary, carbon fiber, PET aluminum foil, PET copper foil, air source heat pump, new materials, traditional Chinese medicine innovative drugs, traditional Chinese medicine formula granules, rural revitalization, lithium mine, vanadium flow battery, sodium-ion battery, distributed energy storage, centralized energy storage, antigen detection and other latest theme hot mining, the future belongs to the structural market with high expectations. Grasping the core track and the intrinsic value logic of individual stocks is fundamental.
— END —
Like it before you look at it, and make it a habit
Disclaimer: Pictures, data from the Internet, reprinted only for communication and learning, if there is a copyright problem, please contact the author to delete