Those who have computing power, get the AI world! This domestic computing power leader, is the next "NVIDIA"?
Before the article, I will first learn about the company "NVIDIA" with you.
Founded in 1993, NVIDIA is one of the global leaders in the research and design of chipless integrated circuit semiconductors, graphics technology and digital media processors, and its founder is a Chinese-American Jensen Huang
Why is "NVIDIA" able to rise so quickly?
The core reason why NVIDIA can rise rapidly is that it has successfully monopolized the indispensable graphics card GPU in the field of artificial intelligence, according to relevant data, "NVIDIA" is the leader of the GPU global market, its market share is as high as 80%, almost can be described as monopoly.
After 15 years, the global development in the field of artificial intelligence has accelerated, and the core of artificial intelligence, algorithms, computing power and data, and the core of "computing power" is GPU, and companies that can manufacture high-performance GPUs are in a unique position in the world.
According to data, in the first quarter of this year, NVIDIA's revenue increased by nearly 40% over the same period last year, of which the data center field, revenue set a record of $1.14 billion, beautiful data, so that the company's market value ushered in a skyrocket, in one fell swoop exceeded trillions, becoming the world's sixth largest market value company.
AI artificial intelligence is a once-in-a-century technological revolution for human beings, it can be said that how big the imagination of the future is, how big the space is, GPU as the most mature and widely used general-purpose chip in the market Al computing, the application potential is greater.
I have selected 6 related companies from the market (collectible research)
The first one: Hangjin Technology
The company is mainly engaged in semiconductor electronics and basic chemical raw materials. The company's military industry sector takes chip products as the core, and the company's electronic plate takes chips as core products, focusing on the two major fields of high-end chips and communications, involving GPU/FPGA/memory chip/bus interface chip, Beidou 3 chip (Beidou industry), communication RF three major industries.
The second company: VeriSilicon shares
The company is an enterprise relying on independent semiconductor IP, providing customers with platform-based, all-round, one-stop chip customization services and semiconductor IP authorization services, the company has a variety of one-stop chip customization solutions such as HD video and data center, as well as independent and controllable graphics processor IP.
The third one: Haiguang Information
The company's main business is R & D, design and sales of high-end processors used in computing and storage devices such as servers and workstations, and the performance of the first generation, the second generation of CPU and the first generation of DCU products developed by the company have reached the level of the same type of mainstream high-end processors in the world, and are in a leading position in China.
Fourth: Sinnet
The company's main business includes Internet data center business (IDC and its value-added services) and cloud computing business, the company is one of the main service providers of third-party IDC in China, with strong profitability, with location, park scale, asset integrity, operational capabilities and customer resources advantages.
The fifth: Beijing Junzheng
The company is one of the domestic enterprises that master embedded CPU core technology, the company has been continuously investing in the research of neural network processor in the past few years, combined with the advantages of the company's independent research and development on the CPU, the CPU technology and neural network processor technology are organically combined to form the company's unique AI computing engine.
Those who have computing power, get the AI world! This domestic computing power leader, is the next "NVIDIA"?
Sixth: It is also my favorite one, for the following reasons
(1) The company is the only enterprise in China that can realize independent research and development and large-scale production of GPUs.
(2) The company's JM9 series graphics processing chips have been successfully released, and the application fields cover geographic information systems, high-performance displays and artificial intelligence computing fields.
(3) From the perspective of technical indicators, the stock is about to usher in MACD is about to usher in a monthly level golden cross, a new round of main rising market is imminent, and it is expected that this year 10 times the bull.