In the 2023 Shanghai International Embedded Expo, the Nvidia Jetson edge computing platform for autonomous machines and many other embedded applications will be displayed in the CLP at booth A358. This news will directly draw the edge computing sector to market attention. The demand for large model training has opened up the growth space of AI servers, and major giants are conducting large model training one after another, driving the continuous high demand for computing power. Since mid May, the marginal computing power sector index has risen by over 15%.

01 | Organizations gather to investigate relevant concept stocks. It is reported that Nvidia Jetson edge computing platform covers the main application scenarios of edge AI such as robots, automatic driving, industrial manufacturing, and smart cities. It is reported that Nvidia will exhibit NVIDIA at that time

Jetson series modules, NVIDIA

Jetson series developer kit, NVIDIA

Isaac Sim robot development platform, Jetson

AGXOrin driven automatic driving, vehicle road coordination and road inspection system, smart city edge video analysis system, intelligent manufacturing edge computing scheme, new generation of autonomous machines driven by Jetson and other products and solutions. Recently, institutions have continued to pay more attention to edge computing concept stocks. Since May, more than 100 institutions have gathered to investigate related companies. According to Wind data, Guanghetong, Zhongke Chuangda, Guoxin Technology, Xinghuan Technology and others have been closely researched by over a hundred institutions since May this year. At the same time, Sanwang Communication, Cambridge Technology, and Tianfu Communication have respectively received intensive research from 90, 83, and 78 institutions. Institutions also pay attention to the product reserves of listed companies in the AI direction. Some customers with sensitive data need to deploy the big model privately. The head company began to provide customers with a Toolchain based on the fine tuning of the big model.

02 | Several listed companies layout edge computing While the concept of computing power continues to attract attention, the edge computing sector also continues to be active. On June 9, the smart micro intelligence market opened with a one word limit rise. Tuowei Information once approached the limit, with a 6% increase for Youke, and a 3% increase for Runxin Technology, Supersent Communications and Zhongfu Tong. In addition, a number of listed companies said that they have some layout in edge computing. On June 8th, GCL Energy Technology announced that it had signed a "Strategic Cooperation Framework Agreement" with Zhejiang Jiuzhou Cloud Information Technology Co., Ltd. The two sides will cooperate in the construction and operation of the energy computing center. According to public information, Kyushu Cloud ranks second in China's edge cloud solution market with a market share of 17.6%, and its subsidiary has successfully built and operated the Qingtian Innovation Empowerment Center. In addition, on June 7, China Science and Technology Chuangda said on the interactive platform that the company has in-depth cooperation with Nvidia in the field of edge computing. According to the data, there are more than 20 individual stocks with edge computing, data center, artificial intelligence and other concepts, with a total market value of nearly 450 billion yuan.

03 Jingtai Investment Suggestions | There are more market opportunities in the field of edge computing. AI applications will gradually expand from the central node to the edge side closer to the data source and business site. edge computing makes reasonable use of edge computing power and real-time data to make the intelligent services provided by machine learning models more convenient and closer to the application, which is expected to break the bottleneck of industry segmentation and diversification scenarios. At present, Nvidia, Qualcomm, Huawei and other technology enterprises are competing for layout, which may lead the new direction of "cloud+edge" AI landing. Suggested attention: 1. Edge intelligent application: The Rubik big model of Sinosci Chuangda lays out edge AI application. Tianzhun Technology is a gold partner of Nvidia Jetson, and smart micro intelligence launches E-series edge fusion terminal based on JetsonOrin platform. 2. Edge computing platform: Wangsu Science&Technology, Youkede. 3. Edge AI chip: Xinyuan Shares, Ruixin Micro, Allwinner Technology, Lexin Technology.