In recent days, as NVIDIA's performance has soared and continued to ferment, the concept of computing power has become an absolute hot theme in the two cities.
There is already a consensus view in the AI industry trend, that is, computing power for AI is equivalent to lithium mines for new energy vehicles, AI computing power is a real resource and scarce product in AI, then NVIDIA's GPU is the only hard currency of the world's AI.
As the core supplier of AI computing power resource industry, the competition is becoming more and more fierce, so it is good for the entire industry chain of NVIDIA, including CPU, GPU, PCB, memory, server cooling, optical modules and chips.
If Intel is the crown of the PC era and Qualcomm is the crown of the mobile era, then NVIDIA has the hope to become the most shining AI solution leader in the era of artificial intelligence.
GPU is an AI training computing resource, it accounts for more than 80% of the value in the server, according to the agency's estimates, the global data center GPU market size will reach 74.9 billion US dollars in 26 years, according to the compound growth rate, the annualized rate has reached 44%.
At present, NVIDIA's entire market share is as high as 80%, and in these high-end technology businesses, it accounts for the vast majority of the share. At present, the market share of domestic manufacturers in this GPU is less than 1%, and since last year, Laomei has expanded this application scenario within the scope of this sanction to the level of chips and products.
This actually means that the next domestic related GPU products or downstream applications, the future development will exceed the old beauty, the next trend is high-speed computing related GPU chips, a process of localization must be accelerated, so this field related listed companies, the performance will continue to explode.
Through the review, Long Ge sorted out in detail the list of 5 major GPU "low catch-up" leaders, and may have 10 times the space in the future, it is recommended to collect!
Who can become the king of the future "GPU track", we will wait and see!
1. Guoke Micro
The company is a mainstream supplier of domestic radio and television chips and intelligent monitoring chips, engaged in the research and development and sales of a series of chip products in the fields of radio and television, intelligent monitoring, solid-state storage and the Internet of Things, and GPU intelligent operator technology is a research project of the company.
2. Zhuoyi Technology
Mainly engaged in the research and development, design, manufacturing and sales services of 3C and intelligent hardware and other products. The company independently develops and produces multi-calar GPU miners, and after long-term testing, mass production has begun.
3. Holly Technology
The subsidiary Hefei Warp is mainly engaged in the research and development and sales of GPU chips and ADAS vision chips, and the GPU chips under development adopt modular design and can be oriented to the needs of various grades.
4. Hangjin Technology
The company's main business includes military electronics, and its subsidiary Changsha Shaoguang is a supplier of military integrated circuit products, with high-performance image processing chips.
5. The last one is also the one that Brother Long is most optimistic about
(1) The company is a leading enterprise of intelligent application processor SoC, mainly engaged in the research and development and design of high-performance analog devices, intelligent application processor SoC and wireless interconnection chips.
(2) The company is at the industry-leading level in terms of high-performance CPU/GPU multi-core integration, high integration of advanced technology, and ultra-low power consumption.
(3) The monthly MACD has formed a golden cross, and the current stock price is about 30, and the actual circulation is 16.3 billion.
(4) The moving average is arranged in a long position, the trading volume is gradually amplified, and a new round of the main rising market is about to start.
The market starts in an instant, and only by following the trend can we seize the opportunity.