AI computing power continues to surge, and smart infrastructure products are booming

Currently, AI technology is exploding, and computing power, as an important "base" for the development of AI, has become an important issue of concern to the industry. On November 29, the 2023 Artificial Intelligence Computing Conference AICC with the theme of "Intelligence and Computing Power is Innovation" was held in Beijing. The conference held heated discussions around topics such as intelligent computing infrastructure, generative AI and large model technology, and industrial digital intelligence transformation.

Since the beginning of this year, AI technology has driven the rise of large model development, and the development, training, deployment, and reasoning required by the latter have promoted an exponential explosion in computing power demand, igniting the market's enthusiasm for investment in the computing power industry chain. Companies that can provide computing power infrastructure services will undoubtedly enjoy the dividends of this round of AI computing power explosion.

AI surges, computing power takes the lead

Under the wave of development of artificial intelligence, computing power-related industrial chains are becoming a highly sought-after field in the secondary market. Minsheng Securities’ research report pointed out that with the development of artificial intelligence, the computing power industry has ushered in major opportunities and is one of the most certain subdivisions. Wind data also shows that most of the sectors that have surged this year are related to the computing power industry. According to Wind data, from the beginning of the year to the close of November 29, the artificial intelligence computing power index rose by nearly 63%, the East and West computing index rose by 56%, the AIGC index rose by 54%, and the server index rose by 54%. Multiple computing power sectors were significantly different. Outperformed the market

Behind the continued rise of the computing power sector is the industry's "big model era" in the process of accelerating the implementation of AI applications, which has promoted the explosive growth of computing power demand. Since the beginning of the year, the advent of chat robots driven by AI technology has promoted the prosperity of AIGC applications, and the large model industry as the underlying architecture has also experienced explosive growth. Southwest Securities Research Report pointed out that the development of large models is inseparable from the support of computing power. At present, the number of parameters and complexity of advanced models are showing an exponential growth trend, and AI computing power has become the core driving force for the development of artificial intelligence

The explosion in demand for computing power has brought development opportunities to computing power supply manufacturers. The research report of Guosheng Securities believes that AI applications are growing rapidly and iteratively, the demand for computing power has not yet peaked, supply-side benefits are frequent, and emerging businesses are booming. At present, we should actively pay attention to the subsequent development of the computing power sector. This also means that manufacturers that provide basic computing software and hardware equipment such as chips, AI servers, memories, and switches are expected to see growth opportunities.

According to data, as an important carrier of computing power output, servers have experienced strong growth driven by computing power demand. According to data from International Data Corporation (IDC), by the first half of 2023, China's AI server market size will reach US$3 billion, a year-on-year growth of 55.4% and a month-on-month growth of 54.1%. It is expected that by 2027, China's AI acceleration server market size will will reach US$13.4 billion, with a five-year compound annual growth rate of 21.8%

As the world's leading server provider, Lenovo Group is extremely competitive in the server market. Data shows that as of November 16 this year, Lenovo servers have achieved a total of 506 performance test world records. These world records involve high-performance computing, artificial intelligence, data analysis, JAVA applications, computing power, energy efficiency, transaction processing, SAP sales and distribution (SAP SD) benchmarking, infrastructure virtualization and other fields. Through extremely high-performance server products, Lenovo Group is committed to providing enterprises with powerful computing power guarantees.

In particular, Lenovo Group has launched specialized AI server brands: Lenovo Wentian and Lenovo ThinkSystem to meet the demand for artificial intelligence computing power. In August this year, Lenovo Group released two new AI server products: Lenovo Wentian WA7780 G3 AI large model training server and Lenovo Wentian WA5480 G3 AI training and promotion integrated server. These two server products are brand-new artificial intelligence computing infrastructure with excellent performance that can meet the needs of cloud and edge computing scenarios, and can support the training and inference tasks of large and traditional models

Looking forward to the opportunities in the computing power industry chain in 2024, Shenwan Hongyuan Securities believes that AI has entered the era of large models. On the demand side, computing power will take the lead in large model training computing power soaring at a rate of 275 times / 2 years. Inference computing power will be used in AI applications. The landing period is more explosive. On the supply side, chips, servers, and complete machine networks will be innovated in an all-round way to promote increased value. Shenwan Hongyuan Securities specifically pointed out that the development of computing power will promote generative AI to redefine the C-side on the client side, paying particular attention to Lenovo Group’s use of personal models with local devices such as mobile phones or PCs in addition to public models and private domain models. New dimension innovations such as AI PC will be a key turning point in the PC market in the next few years, with shipments expected to reach hundreds of millions of units.

The “shovel seller” in the spotlight of computing power

The "Beijing Artificial Intelligence Industry Large Model Innovation Application White Paper (2023)" released at the AICC Artificial Intelligence Computing Conference believes that the rapid iteration of large model technology has broken the upper limit of the development of original AI technology and presented data With characteristics such as massive scalability, model generalization, and application model centralization, it can reshape the enterprise's production engine with the ability of "unlimited production" and promote disruptive improvements in production efficiency. However, the current application of large models in my country still faces challenges. For example, the supply of computing resources exceeds demand, which has become an important challenge for the innovative research and development of large model companies.

As a computing power provider in the era of large-scale models, Lenovo Group is expected to be one step ahead in the wave of large-scale models. This will also become a reflection of the company’s comprehensive and leading computing power advantages

Lenovo Group is currently developing based on the new "end-edge-cloud-network-intelligence" IT technology architecture. Their strategic direction is to use "Puhui" computing power as the core to transmit data through high-speed networks through users' terminal devices, covering a wide range of cloud services, and edge devices closer to the point of data generation, providing users with ubiquitous computing power. "Puhui" computing power

Behind this is Lenovo Group’s technology and product layout based on more than 30 years of computing genes, focusing on “computing” for many years, and it has evolved into the world’s most comprehensive computing infrastructure service provider. At present, Lenovo Group has launched a computing power infrastructure "Family Portfolio" product for computing power services, which covers four categories of products: servers, storage, software and software definition, and edge computing. In addition, Lenovo Group has also assembled products and services such as high-performance computing, cloud computing, and advanced computing services to provide comprehensive support for the construction of computing infrastructure for thousands of industries.

The content that needs to be rewritten is: It cannot be ignored that Lenovo Group has obvious advantages in the field of high-performance computing, which represents the highest level in the field of computing power. In the global supercomputer (HPC) TOP500 list announced in November this year, the company topped the HPC TOP500 list for the 12th time with 169 computers. In addition, based on Lenovo Group's achievements in green computing power, its high-performance computing has two scientific computing clusters in the top ten in the Green500 list. Among them, the scientific computing cluster Henri built by Lenovo Group has ranked first for three consecutive times

Computing infrastructure products with excellent product performance and low energy consumption have been widely recognized in the market. According to Lenovo Group's performance in the second fiscal quarter of this year, its storage business market share has increased to the third in the world, and its high-performance computing revenue increased by 12% year-on-year, a growth rate that is more than twice the industry average. Edge computing has achieved positive growth for 10 consecutive quarters. CITIC Securities analysis believes that as artificial intelligence computing shifts from training to inference, it is expected to catalyze the growth of demand for edge computing, self-owned clouds and data centers, which will bring Lenovo Group’s ISG business with computing infrastructure products as its core. Get considerable profits

Currently, computing power, as an important productivity in the digital economy, will be driven by artificial intelligence technology, and the demand will grow rapidly. As an enterprise that provides computing power infrastructure, Lenovo Group will rely on its competitive computing power service engine to meet the rapid growth of computing power development

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