GuShiio.com ① Currently, the vacancy rate of smart computing centers has also decreased. Respondents expect that with the rise of domestic technologies such as DeepSeek and the expansion of application scenarios in the future, the utilization rate of smart computing centers is expected to gradually increase.
② The Open Source Securities Research Report pointed out that the giant’s strategic advancement in AI is expected to increase the demand for AI cloud computing power, or drive the giant to gradually increase capital investment in AI cloud computing.
A reporter from the Financial News Agency interviewed many industry insiders and learned that DeepSeek’s rapid and extensive deployment of applications in the industry has helped the AI computing power market become popular again two weeks after the start of construction next year. At present, the volume of consultations on the rental and purchase of computing power equipment has increased significantly, and demand is still concentrated on NVIDIA products, especially H-series computing cards. Although many interviewees said that demand has not affected supply, the price of calculation cards has increased. Currently, the vacancy rate of smart computing centers has also decreased. Respondents expect that with the rise of domestic technologies such as DeepSeek and the expansion of application scenarios in the future, the utilization rate of smart computing centers is expected to gradually increase.
DeepSeek is expected to accelerate the explosion of AI applications. The recent strain on DeepSeek’s server resources reflects the continued importance of AI computing power. The scarcity of AI cloud computing resources represented by Alibaba Cloud, Tencent Cloud, Huawei Cloud, Volcano Cloud, Tianyi Cloud, Mobile Cloud, Unicom Cloud, etc. may gradually increase. The Open Source Securities Research Report pointed out that the giant’s strategic advancement in AI is expected to increase the demand for AI cloud computing power, or drive the giant to gradually increase capital investment in AI cloud computing.
According to the Cailian theme library, among the relevant listed companies:
Runze TechnologySeven AIDC smart computing infrastructure clusters have been built in six major regions: Beijing-Tianjin-Hebei, Yangtze River Delta, Greater Bay Area, Chengdu-Chongqing Economic Circle, Gansu and Hainan, with a total of 61 smart computing centers and about 320,000 cabinets planned.
netscience technologyThe subsidiary Aijie Cloud has created computing power cloud services, providing massive, polymorphic, stable and flexible computing power services in one stop, including GPU cloud computing power, CPU cloud computing power, container computing power, smart computing storage and other products/services.
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