CICC: East Digital and West Calculation are ready to be launched, and AI chips are expected to benefit jqknews

Securities Times e company news, CICC research report believes that the “East Digital and Western Calculation” project has been fully launched, and the Western Data Center will focus more on tasks such as storage backup and offline processing. We believe that the AI ​​supercomputing center focuses on training tasks. The characteristics of strong computing power, high power consumption, and low latency are in line with the functional positioning of the western hub. Superimposed on the national strategic position of AI, we expect that the AI ​​supercomputing center is expected to benefit from “East Digital.” Western Counting”. As the basis for computing power, the market for cloud AI chips is vast. We predict that the global market for cloud AI chips will reach US$26.1 billion in 2025.