GuShiio.com The Shenzhen Municipal Bureau of Industry and Information Technology issued the “Shenzhen Action Plan to Accelerate the Construction of an Artificial Intelligence Pioneer City (2025-2026)”, which greatly increased the scale of intelligent computing power. Build multiple 10E-level intelligent computing power clusters, promote the doubling and expansion of existing intelligent computing power centers, and build a number of domestic intelligent computing power centers.
The Shenzhen Municipal Bureau of Industry and Information Technology issued the “Shenzhen Action Plan to Accelerate the Construction of an Artificial Intelligence Pioneer City (2025-2026)”, which greatly increased the scale of intelligent computing power. Focus on the needs of enterprises for intelligent computing power, build a number of intelligent computing power projects, and create a sustainable training supply system with super-intelligent collaboration, heterogeneous integration, integrated training and promotion, and universal benefits. Accelerate the completion of major national-level strategic projects, promote the lighting of Pengcheng Cloud Brain III and the second phase of the National Supercomputing Shenzhen Center as soon as possible, and create a core and key node of national intelligent computing power. Build multiple 10E-level intelligent computing power clusters, promote the doubling and expansion of existing intelligent computing power centers, build a number of domestic intelligent computing power centers, and create computing power highlands such as Nanshan, Bao ‘an, Longgang, Longhua, Qianhai, Hetao and Guangming Science City.
Shanxi Securities Research News pointed out that China has institutional advantages in top-level design and central state-owned enterprises taking the lead in AI computing power construction, which is expected to drive various industries to increase capital expenditures on IT equipment, benefiting public clouds, private clouds, all-in-one machines, etc. The domestic IDC industry is turning into a comprehensive economic cycle, and all segments of IDC infra have benefited. It is recommended to pay attention to segments with improved penetration such as HVDC, liquid cooling, optical fiber wiring, and AEC copper connections.
According to the Cailian theme library, among the relevant listed companies:
Nanling TechnologyIt is a local enterprise in Shenzhen. The company can provide customers with cloud computing lease-related services and launch edge cloud computing services.
netac technologyIt is a local enterprise in Shenzhen. The company provides A800, H800, A100, H100, V100, 4090, and 3090 computing power leasing suitable for AI cloud hosting, AIGC, rendering, and scientific computing.
Related stocksNanling Technology+2.53%netac technology-3.89%
