China Mobile At its 2024 Compute Power Network Conference, it officially released the Dayun Panshi DPU, which has a bandwidth of 400Gbps, doubling the maximum transmission rate of domestic DPU chips. This product will be widely used in the construction of China Mobile data center in the future, covering general computing, intelligent computing and other business scenarios.
DPU (Data Processing Unit) is considered as the "third main chip" after CPU and GPU. As one of the innovative technologies of computing power network, computing power unloading overall planning virtualization, data security, operation and maintenance management and other fields are key technologies to build a high-performance, highly reliable cloud platform. On the one hand, DPU is an important carrier for computing power unloading, and on the other hand, it is also the primary form of computing network integration. Thanks to the gradual maturity of the smart network card scheme, the steady growth of global general server shipments, the technical implementation of intelligent driving vehicles above L3, and the increased demand in the industrial control field, the global and domestic DPU industries are expected to achieve rapid development. Minsheng Securities pointed out that under the general trend of AI technology development, such as ChatGPT, the demand for computing power is prominent, and DPU is expected to usher in a golden development period. The global and domestic DPU industry market size shows a trend of increasing year by year, and core enterprises are expected to benefit from the industry development trend.
According to the topic database of the Associated Press of Finance, among the relevant listed companies:
ZTE At the ZTE 2024 Cloud Network Ecological Summit held on April 11, the company launched a series of network card products with strong performance based on the self-developed Dinghai chip, including standard network cards, smart network cards and DPU cards.
Hangjin Technology New businesses in the field of intelligent computing infrastructure mainly use Nvidia products, which are currently mainstream in the global market, including its latest generation GPU, Mellanox Infini band network equipment, BlueField-3 DPU network card, NVAIE platform and software services for the domestic market.
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