Core Viewpoint - Microsoft CEO has warned that power shortages are becoming a bottleneck for the AI industry, prompting inquiries about collaborations with companies like Huashu Technology [1] Company Summary - Huashu Technology (301157.SZ) is a leading provider of battery safety management (BMS) products and services in China [1] - The company has previously supplied its BMS products and services directly to Microsoft [1] - Future plans include providing comprehensive solutions and services to Microsoft's computing centers [1] Industry Context - The AI industry is facing challenges due to power shortages, which could impact growth and operational capabilities [1] - The collaboration between technology companies and battery management providers is crucial for addressing these challenges [1]
华塑科技:曾向微软直接提供公司电池BMS产品和服务