At the beginning of this year, the most "out of the circle" achievement in the global AI field is "ChatGPT", due to the growth of AI training index, the computing power sector has also attracted the main attention, and the popularity has been high
The main logic that triggered the wave of computing power pursuit:
First of all, we must know that computing power, as the infrastructure of AI, is the main beneficiary of generative AI (AIGC) capital expenditure, and secondly, the development of artificial intelligence also requires a large number of data resources, the core of which is a large amount of computing power data support
Policy-driven computing power
Recently, the Ministry of Science and Technology said that it will promote the innovation of artificial intelligence models and algorithms for major scientific problems, develop a number of special platforms for "artificial intelligence-driven scientific research" in typical scientific research fields, accelerate the construction of a new generation of national artificial intelligence public computing power open innovation platform, and support the heterogeneous integration and development of high-performance computing centers and intelligent computing centers
Locally, Shanghai proposed that by the end of 2023, relying on the Shanghai artificial intelligence public computing power service platform, more than 4 computing power infrastructures will be connected and scheduled, and the intelligent computing power can be dispatched to more than 1000 PFLOPS (FP16).
Therefore, with the support of scientific and technological development and many policies, it is expected that by 2026, the scale of intelligent computing power in mainland China will reach 1271.4EFLOPS, with a compound growth rate of 52.3% in the next five years, and the compound growth rate of general computing power in the same period will be 18.5
The wave of "computing power" pursuit has escalated, and these 5 "computing power" companies will meet at the peak
1. GCL Energy Branch
StarPro Technology is an innovative service provider focusing on single-phase immersion liquid-cooled data centers and GPU high-performance cloud computing, committed to providing safe, economical, reliable, low-carbon and energy-saving high-density computing power solutions
2. Singyuan Technology
The company is one of the earliest developed companies in the domestic industrial intelligent conveying and batching industry, the company mainly provides customers with control management software and some computing equipment
3. Zhongfutong
The company's holding company, Inboda, is an enterprise focusing on the research and development of edge computing products, with the research and development and application capabilities of edge computing products and machine vision products
4. Nanwei Software
The company independently develops face algorithms based on public security business scenarios, and cooperates with Alibaba to build a video image AI middle platform integrating video image analysis and processing, multi-algorithm, multi-scenario task scheduling, multi-hardware computing power management, multi-vendor algorithm management, and unified service interface
5. Finally, I am the one I am most optimistic about
First, the wave of "computing power" has escalated, the company reported high growth in the first quarter of this year's financial year, and the output of the company's products accounted for about 29% of the world's total output, ranking second in the world;
Second, the total market value is less than 10 billion, the plate is small, easy to rise, and is currently at a low level;
Third, well-known institutions have entered the game in large quantities, and the chips are highly concentrated;
Fourth, KDJ and MACD strongly resonate with the golden cross, the main force is about to launch, and the expected income is 60%.
I won't say much to avoid disturbing the main force, do you know which one