The Nvidia GTC conference opened on March 18. Nvidia CEO Hwang In-hoon delivered a keynote speech on “Witnessing AI's Disruptive Moment”, launched a new GPU called BLACKWELL, which allows the construction of artificial intelligence to be generated in real time; and announced the launch of the next generation of artificial intelligence supercomputers.

Since OpenAI released ChatGPT, generative artificial intelligence has gradually become a new trend. Computing power has become just what AI needs. Chip giant Nvidia's computing power iterates extremely rapidly, indicating that downstream cloud vendors and enterprises have strong demand for generative AI technology. CITIC Construction Investment's analysis indicates that with the rapid development of the domestic AI application market, the demand for computing power for AI training and inference is gradually being released, and the shortage of computing power is expected to continue for some time.

According to the Finance Federation's theme library, among the relevant listed companies:

Zhongke Shuguang is mainly engaged in the development and manufacture of high-end computer, storage, security, and data center products. In addition, the company has also launched an integrated computing power service platform to enable the interconnection of computing power resources in various regions, breaking the geographical restrictions on users calling various computing power resources.

The main models of AI servers of Tongfang Co., Ltd. are training servers based on Shengteng technology, inference servers, and artificial intelligence supercomputer solutions built on the above equipment. The company and Ningbo City have jointly developed an artificial intelligence server and are already in operation.