The three core elements of ChatGPT artificial intelligence (and the three cornerstones of artificial intelligence) - computing power, algorithms and data. Computing power, algorithms and data, mutual influence, mutual support, in different industries formed a different industrial form, with the innovation of algorithms, the enhancement of computing power, the accumulation of data resources, so that human society from information to intelligence.
On September 19, Ren Zhengfei said that we are about to enter the fourth industrial revolution, the foundation is big computing power, the fourth industrial revolution is magnificent, its scale is unimaginable, today's young people are the leaders of the future era of large computing power, the artificial intelligence revolution within two or three decades.
The computing power index is also stronger than ChatGPT artificial intelligence, there is no new low in September, 2 months sideways, and a new high probability before the Spring Festival.
Analysis of core stocks of computing power
Hongbo shares, climbing the boss NVIDIA, in hand 3000P. April announcement: InBev Digital has signed a computing power leasing service contract with Wuji Intelligent (Beijing) Technology Co., Ltd., and InBev Digital will provide NVIDIA high-performance GPU computing power rental services to Wuji Intelligent within 12 months after the signing of the agreement, and the first phase will deliver no more than 256 servers with a total computing power of not less than 1280P. 8.13 The briefing mentions that "as of August 2, 2023, InBev Digital's intelligent computing computer room in Beijing Sanlitun International Big Data Industrial Park has completed the deployment and optimization of a total of 1000P AI computing power cluster composed of NVIDIA A&H series intelligent computing servers and delivered it to customers."
Hongbo shares, the absolute ChatGPT artificial intelligence leader, climbed the boss NVIDIA, backed by a big tree to take advantage of the cool, and is also the boss of computing power. There are signs of running away in the short term, and the personal bias is more likely to step back to the second half of the year line, and it will reach a new high.
Zhongbei Communications, currently has 2 orders announced and signed 4 customers, ranking first among listed companies in the computing power leasing industry. The first phase is 3000P, and the long-term plan is 50000P. Maintain in-depth cooperation with iFLYTEK and the three major operators.
Zhongbei Communications, there has been a lot of heated discussions in institutions recently, and many have said that they will follow a trend similar to Hongbo shares. Recently, the hash power vane does not look at Hongbo shares, but at Bei Communications.
Hengrun shares, in hand computing power 1500P. Announced on August 12, 2023: Shanghai Run Liuchi, a subsidiary of the company, intends to acquire 100% of the equity of Wuhu Liuchi held by Shanghai Liuchi. Shanghai six-foot core team has rich experience in AI intelligent computing center (GPU computing power) construction, operation experience and computing power market resources. The team has been deeply engaged in GPU computing power for many years and has in-depth cooperative relations with upstream GPU suppliers such as NVIDIA and Xinhua III.
Hengrun shares, can only say that the management is awesome, in the past as wind energy I often say, this year's wind energy new low, Hengrun shares have rubbed on the computing power, the upper trap is a little more, the next breakthrough is easy to pull up.
Hengwei Technology and Huawei signed an agreement to set up a Shenzhen-Hong Kong AI Computing Center in Qianhai to cooperate in providing professional services such as AI resource supply, computing power scheduling, computing power verification, and adaptation for Shenzhen and Hong Kong AI enterprises.
Hengwei Technology, recently accelerated wave new highs, easy to hype in the later stage.
Cuiwei shares, Netrumor will undertake the construction of the Haidian cluster of the two major computing power clusters in Beijing, and the current planning is 20,000P, which is absolutely controlled by Cuiwei.
Cuiwei shares are also stocks with recent big news of computing power, historical stocks are active, monster stock genes, focus on attention.
Yuandao Communication, the traditional business of the network transmission company to do operator operation and maintenance services, similar to Zhongbei Communication, the company and the operator binding relationship, now cooperate with intelligent computing services, the company out of hardware, operators out of the computer room. It is expected that the first phase of 5000-6000P, the current arrival is about 4000P, and the second phase is planned to be 12000P.
Yuandao Communication, this is a new stock, this big form is very beautiful, close to a new high, easy to pull up.
Litong Electronics plans to cooperate and sign a cooperation framework agreement with Shanghai Century Longteng Data Technology Co., Ltd., and its main business is to provide AI computing power leasing services.
Litong Electronics is also stimulated by big news of computing power, and the pressure above is not large.
Lotus Health, cross-border into computing power leasing + New H3C strategic cooperation. The company's BOSS direct recruitment account began to release AI computing power cloud platform and data center related job recruitment. On September 21, Lotus Health and Qianjiang Century held a cooperation meeting on the implementation of the intelligent computing center project.
Lotus Health, before this news was released, someone definitely knew in advance, beware of risks.
FII continues to lead the world in cloud computing server shipments, deepens cooperation with major global server brands and CSP customers at home and abroad, and launches a new generation of cloud computing infrastructure solutions, including modular servers and high-efficiency computing (HPC).
Industrial Fortune Federation, super large-cap stocks, today out of this trend, it is really not easy, real computing power, artificial intelligence, personal do not like to participate in large-cap stocks.
Capital Online, an Internet data center service provider covering the world, is mainly engaged in global cloud-network integrated infrastructure solutions and key technology research.
Capital Online, the stock price has been sideways for more than 2 years, the company can do things, and the management is a little lacking in stock price management.
Yakang Co., Ltd., through the purchase of computing power equipment, to provide computing power resources in the form of leasing cabinets, the issuance of convertible bonds for the fundraising project for the "National Integrated New Computing Power Network System (East Data West Computing) Support Service System Construction Project" The company's R&D and technology departments reserve AIGC corresponding talents and technologies. In the upstream of the industry chain, cooperate with Huawei as a third-class partner; In the downstream of the industry chain, it provides professional IT products and services for large and medium-sized Internet companies and cloud vendors such as Alibaba and Tencent.
Yakang shares, backed by big trees, will reach new highs.
Hashrate concept core stock.
There are many new additions to the concept of computing power recently, so pay attention to the relevant news.
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