The popularity is second only to ChatGPT! How much computing power does ByteBean need to support it? Which companies are likely to benefit?

The analyst team at Minsheng Securities stated that as ByteDance continues to deepen its layout in AI, the demand for computing power, data, and energy consumption solutions will significantly increase, which will also drive growth in AI Education, advertising services, and other Industries.

wallstreetcnDec 16 11:51 ET

Telecommunication servers worth billions are officially released! Lenovo, ZTE, inspur electronic information industry, among others, are shortlisted.

1. Lenovo has won a total of over 1.2 billion large orders in the centralized procurement project of China Telecom's servers (2024-2025). 2. According to the list of winning candidates, the highest bidding prices (including taxes) for each package reached approximately 17.7 billion yuan, with ZTE, sichuan huakun zhenyu, kunlun technology, super fusion, inspur electronic information industry, etc. winning the bids.

cls.cnOct 25 11:56 ET

Large-scale integrated machines are becoming a trend! The importance of model fine-tuning is highlighted. inspur electronic information industry's latest entry into the industry dynamics.

①All-in-one computers have become a hot trend in the exploration of large-scale commercialization, with large-scale manufacturers, ICT service providers, and ISV service providers all joining the trend. ②Currently, in publicly tendered AI projects, hardware and services account for over 90% of the total amount, with inspur electronic information industry's all-in-one computer packaging hardware and solutions for large models as a whole. ③The industry is focusing on model fine-tuning and inference, highlighting the importance of fine-tuning.

cls.cnSep 29 23:12 ET

Feishu is starting to step out of its comfort zone.

Breakthrough.

wallstreetcnJul 19 06:42 ET

Inspur Information's revenue and net profit both declined, and a cash dividend of 190 million yuan was proposed | Financial News

Wave's performance was hampered by the server and parts business. Throughout 2023, Inspur Information's total revenue fell 5.41% year-on-year to 65.867 billion yuan. Net profit attributable to mother decreased by 14.54% year over year to 1,783 billion yuan.

wallstreetcnApr 19 17:35 ET

Cloud Computing Firm Inspur Electronic’s Profit More Than Doubles in Q3 as Revenue Jumps 16%

MT NewswiresOct 27, 2021 22:48 ET