According to the official public account of Pengcheng Laboratory, under the care and guidance of relevant ministries and commissions of the state, with the advanced deployment and continuous support of the Guangdong Provincial Party Committee and the Shenzhen Municipal Party Committee and Municipal Government, the "China Computing Power Network (C2NET)" led by Pengcheng Laboratory has made phased progress. At the first China Computing Power Network Conference held this year, Pengcheng Laboratory officially announced that the "China Computing Power Network" has been connected to more than 20 large-scale intelligent computing, supercomputing, and data centers, gathering heterogeneous computing power up to 3E, completing the set work goals in 2023 ahead of schedule, initially realizing the collaborative scheduling and efficient computing of large-scale computing power in the country, and creating the strongest computing power foundation for the digital economy.
Why I've always been optimistic about the concept of hash power
(1) The industrial chain is broad, and the industrial chain of the concept of computing power is still relatively broad, involving artificial intelligence and semiconductor chips, and these are the current hot spots, plus it is also the mainstream direction in the future.
(2) The demand is large, major enterprises are developing AI large models, once popularized, at least 500 million users, then it requires huge computing power support, and AI training is very expensive, like Huawei AI large model training costs 12 million US dollars at a time.
(3) The future development trend needs computing power, in the era of intelligence, computing power can be said to be the cornerstone, all walks of life involving high-end industries need the support of computing power.
As the core resource of new infrastructure, computing power will become the technical foundation to support the development of digital economy, digital society and digital government. Facing the huge demand for computing power in AI applications, Mainland China continues to promote the orderly development of intelligent computing centers at the national level and build new intelligent infrastructure. The "China Computing Power Network" led by Pengcheng Laboratory will build a computing power network technology and standard system independently innovated by the mainland, promote the interconnection, collaborative scheduling and efficient computing of heterogeneous computing power resources such as large-scale intelligent computing centers, supercomputing centers and data centers across the country, form a national digital economy computing power infrastructure, and provide strong support for the transformation of the computing power supply mode in the digital economy era and serve major national strategies such as "Digital China" and "East Data and West Computing".
IDC predicts that the compound annual growth rate of China's intelligent computing power scale will reach 52.3% from 2022 to 2026, and the compound growth rate of general computing power scale will be 18.5% during the same period. Under the strategy of counting from east to west, it is estimated that by 2025, the total incremental investment of mainland data centers will be about 660 billion yuan.
This is the "6 Computing Power Concept Leaders" I have compiled, especially the last big bull stock! Remember to save your favorites and keep an eye on your new friends!
1. Topway information
The company will take the Kunpeng computing industry as the starting point, actively participate in the innovation and application of key software technologies such as Hongmeng and Euler, give full play to the leading advantages of full-stack localized software and hardware products and technology research and development capabilities, government and enterprise digital top-level design and implementation capabilities, large-scale project centralized procurement and delivery capabilities, promote the deep integration of digital technology and real economy, empower the transformation and upgrading of traditional industries, and comprehensively help Gansu Hub and Guizhou Hub undertake the implementation of the national "East Data and West Calculation" strategy.
2. The dawn of Chinese science and technology
Artificial intelligence also puts forward exponential requirements for the growth of computer computing power with the development of AI technology, and AI will become a new business carrier in the server industry in the future. The company continues to increase R&D investment in heterogeneous parallel architecture, immersion liquid phase change cooling technology, high-speed interconnection technology, advanced computing management, operation and maintenance, operation service platform software, and industry software ecological construction. Based on domestic processors, the company has developed a series of server and workstation products, which are fully adapted to domestic operating systems, databases, middleware and other basic software in the fields of government, communications, finance, energy, transportation, cloud services, etc., to achieve large-scale market sales and promote the construction of domestic computer ecosystem.
3. Yakang shares
Mainly for data centers and Internet industries, it mainly provides computing, storage, network equipment and other products for data center and Internet customers, and provides corresponding data center IT operation and maintenance and cloud computing services for enterprises. The company will pay close attention to the "East Data West Calculation" project, actively seek more opportunities to participate in this national strategic project, and contribute to the company's due strength.
4. Capital Online
The company's CDS first cloud heterogeneous computing power platform is mainly for business scenarios based on GPU computing power, including computing power services based on deep learning, AI computing, and supercomputing, and also covering visual computing requirements such as film and television rendering, real-time rendering, cloud gaming, and XR.
5. Yi Hualu
The company's artificial intelligence platform provides artificial intelligence algorithm services, computing power services, data services, deep learning models, and full life cycle management services, which reduces the entry threshold of artificial intelligence technology, reduces the cost of environmental installation and deployment, performance tuning and the complexity of resource management, so that users can focus more on deep learning applications.
6. The most optimistic and potential one
Reason 1: It belongs to the leading enterprise in the industry.
Reason 2: The company integrates market hot spots, which belongs to the favorable policy direction, and the stock price is below 10 yuan.
Reason 3: Currently in an uptrend, the chips are very concentrated, and the main institutions have increased their positions sharply during this period, which is expected to start a wave of main upward waves.