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Analysts predict that ByteDance's AI computing power expenditure will exceed 100 billion yuan by 2025, and the dawn of domestic computing power demand is approaching.
① Recently, ByteDance released a procurement sourcing announcement for the design framework of its self-built Datacenter substation. ② Zheshang Securities stated that the dawn of domestic computing power demand has arrived, and ByteDance has made huge investments in AI, with capital expenditures reaching 80 billion yuan in 2024.
Guosheng Securities: The new logic of the IDC Industry under AI development will start from energy consumption destocking.
The rapid development of AI will drive the demand for Datacenters after digesting existing resources, promoting improvements in prices and profitability.
Ruijie Networks (301165.SZ): The AI Fabric intelligent computing center solution launched and some high-end Switch products use Broadcom's products.
Gelonghui, January 2nd丨Ruijie Networks (301165.SZ) stated on the investor interaction platform that the AI Fabric computing center solution and some high-end Switch products launched by the company use Broadcom products; in 2022, the company collaborated with Tencent and Broadcom to jointly participate in the innovation and application of CPO technology in switch networks; at the same time, the company is actively exploring the development of end-to-end collaborative solutions based on the company's high-performance chip networking, providing users with high-quality and highly reliable overall network solutions.
Guosheng Securities: Pay attention to AIDC Infrastructure and recommend "Four Large and Four Small".
In the future, as the demand for Electrical Utilities in Datacenters gradually increases, power suppliers for Datacenters are expected to benefit from the demand for improved stability of Datacenters.
Has Ruijie Networks Co., Ltd.'s (SZSE:301165) Impressive Stock Performance Got Anything to Do With Its Fundamentals?
Ruijie Networks (301165.SZ): The company is a major supplier of Datacenter Switches for leading Internet Plus-Related companies such as ByteDance.
Gelonghui, December 16丨Ruijie Networks (301165.SZ) stated on the investor interaction platform that the company is a mainstream supplier of Datacenter Switches for top Internet Plus-Related companies like ByteDance. In 2024, the company will deliver supplies for the ByteDance Smart Computing Center construction project it has won bids for.
Investors Could Be Concerned With Ruijie Networks' (SZSE:301165) Returns On Capital
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