wavyloo
2023-07-14

JD has successfully registered the Yanxi trademark, and the JD big model has also arrived.

Today, Huawei's big model was also released, and Tencent's estimate is also very close.

Baidu, 360, is one step earlier, and more and more large models have been launched. Computing Optical module, data, and liquid cooling servers will usher in a demand explosion period.

Previously, these hotspots all gave birth to the Big Bull, and I believe there will still be strong monsters. For example, in a certain enterprise, there is not only computing power chips, but also liquid cooled servers. Although they have more than doubled this year, there is still room for improvement. $JD.com(JD)$

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