Nvidia(US:NVDA) Shen Zhen Shang Bao·2025-07-27 16:34Core Insights - The surge in the A-share market for computing power concepts is driven by the booming AI wave, with stocks like Zhongji Xuchuang and Zhongdian Port experiencing significant increases [1] - NVIDIA's announcement to resume sales of the H20 chip in China and launch a new GPU compatible with the Chinese market has further fueled the computing power market, benefiting AI inference and model training [2] - There is an ongoing upgrade in computing power infrastructure, driven by increasing demand for high-performance computing in various AI applications [3] Industry Trends - Computing power is identified as the key productivity in the information age, analogous to water and electricity in previous eras, with a projected growth in China's intelligent computing power to reach 1460.3 EFLOPS by 2026, doubling from 2024 [4] - The Chinese AI computing power market is expected to grow to $33.7 billion by 2026, representing a 77% increase from 2024 [4] - Domestic chip companies like Huawei and Cambrian are making technological breakthroughs, providing more options for AI enterprises, while algorithm optimization is significantly reducing training costs for large models [4] Infrastructure Development - The Huannan Shugu Smart Computing Center, a key node in the Guangdong-Hong Kong-Macao Greater Bay Area, is operational and supports various AI industries [5] - The computing power market is attracting cross-industry investments, with companies like Shenzhen Jiemite Technology and Gansu King Kong Photovoltaic entering the smart computing field [6][7] - The competition in the computing power sector is intensifying, with nearly 150 operational smart computing centers and around 400 projects under construction or planning [7] New Initiatives - The "East Data West Computing" initiative aims to create a national integrated computing network, optimizing resource allocation across regions [9] - The national integrated computing monitoring platform has achieved monitoring and analysis of computing resources across eight major hubs, covering over 830 computing centers with a total computing power exceeding 292 EFLOPS [10] - The collaboration between regions, such as the synergy between Shenzhen and Ningxia Zhongwei, is expected to enhance the efficiency of computing resource sharing and support emerging industries [11]