With domestic artificial intelligence is increasingly supported by policies, domestic computing power has continued to rise, and the construction of intellectual calculation centers is also steadily advanced. It is expected that the following companies are expected to achieve the future performance.Double growth:
The domestic computing power is booming, and supporting service providers enjoy the dividends first.
This assertion comes from two major factors: messages and policies.
First of all, from the perspective of the news, released the fourth fiscal quarterly financial report released by fiscal year.As high as $ 4.93, the net profit reached $ 12.285 billion.In addition, the company also announced that the GTC2024 conference will be held from March 18th to 21st, which will release the latest breakthroughs in accelerated computing, generating AI and robots.
Secondly, from the perspective of policy, the promotion of the artificial intelligence status of central enterprises is recently held. The theme is "AI empowerment, industry renovation", and aims to promote AI+special operations.At the meeting, 10 central enterprises signed an initiative to promise to open an artificial intelligence application scenario to the society.
These two good factors have undoubtedly injected a strong driving force into the development of domestic computing power, and supporting servicers became the first beneficiary of this wave of bonus.
The meeting emphasized that central enterprises need to comprehensively deploy artificial intelligence, deepen industrial innovation, and accelerate the development layout of the artificial intelligence industry.
At the same time, it is necessary to stabilize the foundation, speed up the construction computing power center, play the role of central enterprises to collaborate and innovate, and create a full -industry chain ecology covering infrastructure, algorithm tools, and smart platforms to solutions.Essence
The trend of intelligent transformation and upgrading is obvious, and it is expected that the case of mergers and acquisitions will increase.
Since 23 years, the SASAC has actively promoted the development of artificial intelligence in central enterprises.
At the press conference of the National New Office in January this year, the senior management stated that he would plan major projects, select "Hundred Projects", build emerging industrial clusters, and implement AI+, etc.Special action
In addition, the layout of central enterprises in the field of artificial intelligence is accelerating.
At the end of January, China Unicom established an artificial intelligence innovation center in Beijing.At the same time, ZTE is also strengthening infrastructure, AI software platforms, large models and application research and development to meet the needs of different scenarios and help the digital transformation of enterprises.
Copper Cattle Information
The only listed company of the only Internet data center and cloud services as the main business will seize the strategic opportunity of the countrys "East Digital and West Calculation", actively participate in the construction of a benchmark city in Beijings global digital economy, and actively deploy the construction of the computing power cloud platform project., Contribute to the construction of the Beijing Urban Super Computing Power Center.
China Yiyi Technology
The companys original software and hardware product business includes computing power server sales
High -tech Development
The company intends to purchase the computing power industry enterprise through issuing shares and payment of cash.70%of the equity.The company intends to purchase 30%equity of Huayi Zhenyu held by High Investment Electronics Group, 25%equity of Huayi Zhenyu held by Huayi Zhenyu held by Hua Ying City, and 15%equity held by Huayi Zhenyu held by Pingtan Yunchen. Hengwei Technology The company can provide related products and solutions for network visual products, intelligent system platforms, intelligent computing, intelligent networks, and other related products and solutions. /P>
Guoxin Culture
In order to meet fast response and data securityIn terms of demand, Owa also opened the fog computing power at the same time. Based on the self -developed software and hardware integrated system support, it has moved forward to build a regional or school -level AI computing power center, which can complete audio and video data analysis locally.
Zhiwei Smart
BasedControl the advantages and promote the "East Digital West Calculation" project.
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Special statement: The content only represents personal point of view, does not constitute any investment guidance. Based on this, the profit and loss are at their own risk. The stock market needs to be cautious!
