Shulou(Shulou.com)11/24 Report--

On September 27, there was a fierce battle in all the events of the 19th Hangzhou Asian Games. During the competition, the weather has a great impact on athletes, and accurate weather forecasts can help athletes and events proceed in a safe and orderly manner, which is inseparable from the support of math power.

It is reported that in order to prepare for this year's Hangzhou Asian Games, Hangzhou meteorological departments have joined forces with national meteorological units, meteorological experts, and ICT science and technology enterprises to take "precision monitoring" as the goal, relying on the intelligent meteorological monitoring station network, to create a "multi-factor, three-dimensional, minute-level" meteorological monitoring network, and to provide real-time monitoring data covering the competition area and surrounding areas to "escort" each event.

Accurate weather prediction is an in-depth interpretation of the concept of this "Intelligent Asian Games". As the core engine of intelligent application, computing power not only plays a key role in the field of sports, but also plays an important role in the digital and intelligent process of various industries. At present, the new computing era driven by digital economy and general artificial intelligence is opening, and the demand for computing power is breaking out. As a highly deterministic direction, the computing industry chain has attracted much attention from the investment community.

Rely on computing power to escort the "Intelligent Asian Games"

"Intelligent Asian Games" is one of the concepts of this year's Hangzhou Asian Games. From the digital people of the opening ceremony to the integrated platform for watching games, the concept of "Intelligent Asian Games" is embodied in all aspects of hosting, competing and watching games. Behind the intelligence, there are many cutting-edge technologies, such as 5G, cloud computing, big data, AI, meta-universe and so on. Computing, as the base of intelligence, plays an important role in the development of these technologies.

For example, in order to do a good job in the meteorological guarantee of the Hangzhou Asian Games, the meteorological department of Zhejiang Province, with the help of the latest intelligent observation results and intelligent meteorological observation equipment, made accurate weather forecasts for the opening and closing ceremonies and events in various venues with "minutes". A set of intelligent and three-dimensional meteorological perception network has been created. The intelligent meteorological monitoring technology of Zhejiang meteorological department is inseparable from the support of science and technology enterprises such as Lenovo Group.

It is reported that Lenovo Group, as the world's leading ICT technology enterprise and intelligent device leader, based on the new IT technology of "end-side-Cloud-Network-Intelligence" and Lenovo AI server brand Lenovo ThinkSystem, provided the deployment of 70 Lenovo ThinkSystem SR650 local servers for this Asian Games, and provided strong computing support for the Asian Games: while ensuring the efficient operation of the competition video management system of the Asian Games It also helps Zhejiang Meteorological Bureau to build a multi-element meteorological three-dimensional comprehensive monitoring network, so as to achieve accurate meteorological forecast and minimize the impact of the weather on athletes.

As China's leading intelligent solution and service provider, Lenovo Group has rich experience in enabling intelligent operation of sports events, and has repeatedly provided support for large-scale events based on numeric advantage.

In the 2022 Beijing Winter Olympic Games, in the face of the special climatic conditions in the mountains, the organizing committee needs accurate special weather forecasts for events with accurate time to the minute level and space to the 100-meter level, and meteorological information services that take into account the needs of many parties. In this regard, Lenovo Group's high-performance computing system integration scheme, including software and hardware, including Lenovo ThinkSystem SD650 servers, has helped the Beijing Meteorological Bureau to make weather forecasts of "minutes" and "100 meters", providing accurate and green weather forecasts for the Beijing Winter Olympic Games.

At present, the AI server represented by ThinkSystem, as a computing service engine, is not only deeply applied in the meteorological field, but also for medical, financial, transportation, manufacturing and other industries, providing artificial intelligence, machine learning, image recognition, natural language processing and other applications. It is reported that Microsoft, AWS, Baidu, Tencent, byte and other leading Internet enterprises and cloud manufacturers at home and abroad are the main customers of Lenovo Group.

AI has a clear lead in computing power, and Lenovo Group is favored by Daxing.

"Intelligent Asian Games" embodies the organic integration of "science and technology + sports". With the in-depth development of digital economy, the concept of "science and technology +" is promoting the innovation and development of various industries, especially under the breakthrough of ChatGPT, AIGC and other artificial intelligence technology, various industries accelerate to digital and intelligent change, but also give birth to the explosive growth of the demand for numeracy.

KPMG and Lenovo Group jointly released "Puhui" Computing begins a New Computing era "believes that under the promotion of the digital economy and general artificial intelligence dominated by ChatGPT, the new computing era is roaring in. It is expected that by 2025, the scale of China's computing power core industry will be no less than 4.4 trillion yuan, and the computing power related industry will reach 24 trillion yuan, which is expected to rise as another super track.

In the face of the vast blue ocean market, the computing industry chain has become the focus of continuous attention of investment and research institutions. However, since the second quarter of this year, the secondary market performance of the AI arithmetic power index, which represents the AI computing power industry chain, is poor, and the valuation is at the bottom of the market. But recently, with the rise of new applications and new requirements such as the artificial intelligence model represented by AIGC, as well as the accelerated landing of AI business applications, the scale of computing is growing rapidly. In this context, Huachuang Securities computer industry latest research report that we should pay attention to the continuous promotion of the industry, products gradually launched AI and computing plate, the current is a good layout period.

Guangfa Securities, Guosheng Securities also expressed the same view that the recent AI calculation plate continued to adjust, the market recognized the lack of AI killer application is the main reason. However, recently, overseas manufacturers have announced that their products have been commercialized, and domestic technology enterprises have announced that they will increase their computing power. After nearly three months of adjustment, the arithmetic plate is expected to usher in catalysis. The opportunity at the bottom is obvious, and AI computing power has entered the configuration range. Focus on optical communications, servers, liquid cooling, edge computing power bearing platform and other computing related companies.

The leading companies in computing power, represented by Lenovo Group, will benefit from this and gain the favor of the market. Oriental Securities Research News said that based on the announcement by overseas manufacturers of AI applications, the commercialization of AI large model applications is accelerated, bringing demand for computing power upgrading, and related industrial chains will continue to benefit. It is recommended to pay attention to Lenovo Group and other relevant listed companies.

As the most complete computing infrastructure supplier in the world, Lenovo Group, supported by the new IT technology architecture, has a variety of computing products and services, such as servers, high-performance computing, computing services, edge computing, cloud computing and so on, thus building a universal and intelligent "Puhui" computing base.

Especially in the server, as the key equipment to provide efficient and stable computing power, it is one of the most competitive products of Lenovo Group. In terms of x86 servers, according to IDC data, Lenovo servers have been ranked third in the world for three consecutive quarters, showing a momentum of rapid growth. In terms of AI servers, Lenovo Group, with Lenovo Wentian and Lenovo ThinkSystem as the core, has recently launched new AI server products, which is accelerating to consolidate its leading position in the AI server field.

Based on the advantages and prospects of Lenovo Group's AI server, JPMorgan Chase, an international bank, sings more than Lenovo Group. JPMorgan Chase believes that Lenovo's AI server with L40S GPU is in good supply, with delivery time of only four to eight weeks, and the company may soon launch a 8-GPU L40S server with a goal of $150 million in revenue by fiscal year 2023. In addition, Lenovo maintained its "overweight" rating thanks to the sale of H800 GPU servers and the potential distribution of NVIDIA DGX servers in the coming quarters. JPMorgan believes that Lenovo is currently at a low valuation and gives Lenovo a target price of HK $9 based on the rebound in profit margins of the PC brand and the uplink potential of AI servers.

Digital economy and general artificial intelligence dominated by ChatGPT are playing the horn of computing power in the new computing era. On the one hand, AI computing power is accelerating the intelligent transformation of various industries, on the other hand, the intelligent reform is constantly expanding the application field of computing power, and the high potential value of computing power is rising. The "Puhui" computing base built by Lenovo Group based on AI-oriented computing infrastructure not only helps Qianhang Baiye accelerate its intelligence, but also brings a broader space for its own growth.

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