据财联社主题库显示，相关上市公司中：Nvidia's stock price rose more than 4%, hitting the highest intraday level since July 11. Previously, Hon Hai Precision Industry Co., Ltd. revealed that there is a huge demand for Nvidia's Blackwell platform.
Nvidia's stock price rose more than 4%, hitting the highest intraday level since July 11. Previously, Hon Hai Precision Industry Co., Ltd. revealed that the company is building the world's largest Nvidia GB200 manufacturing plant; there is a huge demand for Nvidia's Blackwell platform from the outside world.
Compared to general-purpose servers, the design focus of AI servers is to provide ultra-high computing performance, which is crucial for AI applications such as machine learning and deep learning. Huaxin Securities pointed out that in recent years, the new generation of artificial intelligence has developed rapidly, with a rapid increase in computing power demand. The quality of computing power and computing power infrastructure development has become one of the key factors affecting national competitiveness. The government has introduced multiple policies to strongly support the development of the computing power industry. It is expected that by 2023, the Chinese artificial intelligence server market size will reach $9.1 billion, an 82.5% year-on-year increase. By 2027, it will reach $13.4 billion, with a five-year compound annual growth rate of 21.8%.
According to the Financial Data Center, among related listed companies:
Xiamen Hongxin Electronics Technology Group Inc. provides comprehensive services for customers to participate in computing power investment, including computing power chip procurement, server assembly and manufacturing, computing power networking, computing power scheduling and operation management, maintenance, and computing power consumption. Its subsidiary Anlintong is an elite partner of Nvidia in China.
Digital China Group has launched the ShenZhou KunTai learning integrated machine. This product provides an all-in-one solution for enterprises to implement private-domain generative AI with agile operations.