On July 9, according to Reuters, Arm announced that the number of server customers using processors based on the Arm architecture has grown to 70,000, a 14-fold increase since 2021. The rapid growth in Arm’s server market customer base is primarily driven by the surge in demand brought about by the recent boom in generative … Read more
In 2024,the AI large model drives an explosion in the server market, benefiting not only NVIDIA and Inspur, but also high-end circuit board companies that serve as the “neural hubs” for servers, are quietly entering a spotlight moment. Today, we will deeply explore Guanghe Technology (001389), which has a small market value but excellent fundamentals. … Read more
Weekly Highlights 1. Zain Bahrain First to Launch NB-IoT 2. Intel Partners with Aible to Accelerate Business Analytics and AI 3. Nokia and AST SpaceMobile Build the World’s First Accessible Standard 4G/5G Mobile Terminal Device Space-Based Mobile Network 4. Qualcomm Plans to Re-enter the Server Market with New Chips: Aiming at Customers like Amazon AWS … Read more