[Minsheng Securities: Temperature control & computing power operation and maintenance are the core beneficiaries of ByteDance AI from 0 to 1] According to Jinshi Data on December 20, Minsheng Securities’ latest research report stated that the current ByteDance AI model Doubao has become the world’s top 2 in terms of monthly activity, and the future of domestic AI is promising. At the same time, it is also noted that behind Doubao’s excellent data is a huge investment in AI computing power. Currently, ByteDance has purchased about 230,000 Nvidia cards, becoming the world’s second largest manufacturer after Microsoft. ByteDance has built computing centers not only in China, but also overseas. As an upgrade of AI computing power from 0 to 1, liquid cooling and related operation and maintenance are expected to benefit from the high prosperity at the same time. (Reprinted from: Jinshi Data)