After the Recent Decline, Cambricon Technologies Corporation Limited (SHSE:688256) CEO Tianshi Chen's Holdings Have Lost 6.6% of Their Value

Key Insights Insiders appear to have a vested interest in Cambricon Technologies' growth, as seen by their sizeable ownership A total of 3 investors have a majority stake in the company with 52% own

Simply Wall StJun 26 23:24 ET

Industrial midterm strategy of Minsheng Securities: Cloud integration is the trend, paying attention to supply chain transformation opportunities.

Major manufacturers have also been introducing AI terminals, and cloud integration has become the next trend for industrial development. In the supply chain revolution, the fully upgraded computing power industry chain is also worthy of attention.

Zhitong FinanceJun 19 02:11 ET

Huafu Securities: How to calculate the computing power required for large-scale AI text model training?

Zhītōng Cáijīng APP has learned that Huáfú Securities issued a research report stating that, according to the formula for calculating supply and demand on the demand side, assuming that the industry growth trend continues to follow Scaling Law, and through assumptions on Nvidia GPU's FP16 computing power, training market, computing power utilization rate, etc., the GPU demand is derived. Using Nvidia Hopper/Blackwell/next-generation GPU card FP16 computing power as the reference, the bank believes that the global demand for GPU on the text-based large model AI training side in 2024-2026 will be 2.71/5.92/12.44 million units. It is recommended to pay attention.

Zhitong FinanceJun 4 07:36 ET

Research Nuggets丨Huafu Securities: First Cambrian “buy” rating, which is expected to continue to benefit under the booming trend of AI

According to the Huafu Securities Research Report, AI computing power is a top priority for domestic production, and there is broad scope for future development. As a domestic AI chip leader, Cambrian (688256.SH) is expected to continue to benefit from the gradual construction of product advantages. Furthermore, the domestic policy side continues to provide policy support, and the company is expected to receive more orders in domestic intelligent computing construction to support the company's rapid growth. The bank believes that the company, as the target of scarce domestic AI chips, is expected to benefit from the booming development of the AI industry and the dual logic of replacing domestic computing power, so it can enjoy a certain valuation premium. It is expected that the company will

Gelonghui FinanceMay 21 03:23 ET

Ping An Securities: GPT-4o performance and practicality breakthroughs are expected to accelerate the implementation of large model applications

Currently, large models around the world are gradually showing a development trend from one-sided performance competition to putting equal emphasis on performance and practicality.

Zhitong FinanceMay 14 23:51 ET

Bullish: Analysts Just Made A Substantial Upgrade To Their Cambricon Technologies Corporation Limited (SHSE:688256) Forecasts

Cambricon Technologies Corporation Limited (SHSE:688256) shareholders will have a reason to smile today, with the analysts making substantial upgrades to this year's statutory forecasts. The analyst

Simply Wall StMay 4 20:39 ET