Attention everyone!
Chinese tech giants are quietly initiating a “computing power arms race.”
Recently, Alibaba released a strategically significant signal: over the next three years, it will invest as much as 380 billion yuan to accelerate the construction of AI infrastructure—this may just be the tip of the iceberg.
It is reported that Alibaba Cloud plans to increase the energy consumption scale of its global data centers by a full ten times over the next decade.
This figure represents not only an increase in power consumption but also a comprehensive leap in computing power density, chip demand, and system architecture upgrades.
What does this mean? It signifies a sharp decline in the cost of training large AI models; an accelerated process of domestic computing power autonomy; and a super dividend covering the entire industry chain, including chips, servers, optical modules, and liquid cooling technology.
So, who is likely to become the biggest winner in Alibaba’s industrial chain?
Our team has conducted in-depth research and identified four potential companies for your reference:
First: Chipone Technology
The company possesses advanced chip customization technology, a rich IP reserve, design capabilities extending to software and system platforms, and extensive experience serving various clients, making it one of the preferred chip design service partners for system manufacturers, internet companies, and cloud service providers, including leading international enterprises like Alibaba.
Second: Nandu Power
The company’s data center solutions have successfully covered mainstream data center clients both domestically and internationally. In China, it has formed long-term partnerships with several major internet companies, operators, and financial institutions, including GDS, ByteDance, Alibaba, Baidu, JD.com, China Mobile, China Telecom, Agricultural Bank of China, and China Construction Bank.
Third: Huashu Technology
The company has long been on Alibaba’s qualified supplier whitelist for data center BMS, providing BMS products to its data centers. Additionally, it has been included in Baidu’s qualified supplier whitelist for data center BMS, supplying BMS products and related services to its data centers.
Fourth: DataPort
The company is one of the few data center service providers in China that serves Alibaba, Tencent, and Baidu, the three major internet companies. It has long provided services to the electronic payment platforms, e-commerce platforms, cloud computing service platforms, mobile internet social networks, gaming operation platforms, search engines, and mapping services of these three major internet companies.
The views in this article are edited and organized by Yuan Shuiyang (Practicing Number: A0590619110002) and do not constitute investment advice. The opinions of the above investment advisors have their specific positions, and the review of related stocks is for case sharing only, not as a basis for stock recommendations. The display of a single stock does not represent the overall performance, and past performance and increases do not guarantee future results or commitments. The operational risks are borne by the individual.