evocom| Computer Industry Weekly-Weekly View: Continue to pay attention to new developments in the AI industry

Market Review: this week (2024Evocom.5.13-2024.5.17), the CSI 300 index rose 0.32%, and the computer index rose 0.19%. Zhou viewpoint: continue to pay attention to the new developments in the AI industry (1) China Mobile publishes a large order of 19.1 billion AI servers, and China Mobile announces the winning results of the procurement package 1 of the new intelligent computing center from 2024 to 2025, with a total winning amount of about 19.104 billion yuan (excluding tax). Kunlun Technology (21.05%), Hua Kun Zhenyu (17.54%), Baode computer (15.79%), Baixin Information (14.04%), Yangtze River Computing (12.28%), Shenzhou Kuntai (10.53%) and Xiangjiang Kunpeng (8.77%) won the bid. According to the previous gathering announcement issued by China Mobile, the standard package 1 of China Mobile's new intelligent computing center project mainly consists of 7994 artificial intelligence servers and supporting products, and the overall procurement scale and unit price are higher than expected. (2) Blackwell GB200 plans to ship in 2024 to provide strong arithmetic support for the development of AI industry as early as March 19, Nvidia released the strongest AI accelerator card-Blackwell GB200, which is planned to be shipped in 2024. GB200 uses a new generation of AI GPU architecture Blackwell. Huang Renxun said that the AI performance of Blackwell can reach 20 petaflops,GB200, which consists of two B200 Blackwell GPU and an Arm-based Grace CPU. The performance of the reasoning large language model is 30 times higher than that of H100, and the cost and energy consumption are reduced to 1 / 25. According to Wall Street news, Morgan Stanley updated the GB200 supply chain, mentioning that the GB200 DGX/MGX supply chain has been started, is currently in the design fine-tuning and testing phase, and orders and supplier assignments for 2025 are expected to be finalized in the next few months. (3) OpenAI and Google speed up the upgrading of AI models, and model innovations continue to emerge on May 14, Beijing time. OpenAI officially released its latest generation of AI model GPT-4o, which enables real-time interaction of audio, visual and text reasoning. According to OpenAI, GPT-4o has increased its processing speed by up to 200% and reduced its price by 50%. GPT-4o will also introduce voice and video input features in the coming weeks, which will further enhance the user interaction experience with the AI model. In the early morning of the 15th Beijing time, Google AI O 2024 conference was held, Google made the most thorough AI transformation of the search business, updated and upgraded the Gemini1.5Pro version, and launched the Gemini1.5Flash lightweight mini model. Investment suggestions continue to emerge in the field of AI innovation at home and abroad, firmly optimistic about AI computing power and application-side investment opportunities. AI computing field, recommend Shenzhou Digital, Chunzhong Science and Technology, Haiguang Information, Chinese Science Dawn, soft Power, Zhuoyi Information, China Software International, Tide Information, beneficiary targets include Cambrian, Ziguang shares, Jingjiawei, Radio and Television Express, High-tech Development, FiberHome Communications, Tuowei Information, etc.EvocomAI applications recommend Jinshan Office, iFLYTEK, flush, 360, Dingjie Software, Puyuan Information, Caixun shares, focus Technology, Tourth, Shanghai Steel Union, Zhiyuan Interconnection, etc. The beneficiaries include Hongsoft Technology, Hanwang Technology, Pan-Micro Network, Hanyi shares, Runda Medical Care, Xinzhi Software, Foxin Software, Wanxing Technology, Hande Information and so on. Risk hints: downside risks in the macroeconomic environment; policy landing is not as expected. [disclaimer] this article only represents the views of a third party and does not represent the position of Hexun. Investors operate accordingly, at their own risk.

[disclaimer] this article only represents the views of a third party and does not represent the position of Hexun. Investors operate accordingly, at their own risk.