Microsoft and Nvidia cooperate to launch AI virtual machine, listed companies benefit

Financial News Agency, August 12 (Editor Xuri) According to the Science and Technology Innovation Board Daily, Microsoft announced on Monday the official launch of the virtual machine Azure ND H100 v5 VM series to help enterprises process generative AI more efficiently Task.

This series is Azure’s most powerful and highly scalable AI virtual machine series to date, launched in partnership with NVIDIA, which supports on-demand configurations of up to 8 to thousands interconnected through the Quantum-2 InfiniBand network The NVIDIA H100 GPU significantly improves the performance of AI models. Compared with the previous generation NDA100v4VM, the virtual machine launched this time contains 8 NVIDIA H100 Tensor Core GPUs, interconnected through the next generation NV Switch and NV Link4.0. According to data, virtual machines were first launched in the 1970s. A virtual machine implements various hardware of one or more computers through software simulation. Users can install and run operating systems and various applications on the virtual machine. At the same time, the virtual machine forwards access to hardware resources to the underlying hardware to fully utilize the centralized computing power of the mainframe system

According to a research report by CITIC Securities Chen Junyun and others on March 21, it is expected that by the end of 2026, the number of virtual machines worldwide will reach more than 600 million units

According to the incomplete compilation by the Finance Association,

The listed companies that have recently responded to virtual machine-related business on the Interactive Easy platform include Loongson Zhongke, Zhuoyi Information, Zhengtong Electronics, Capital Online, Venus, Tianrongxin, Oriental Tong, Zhongfu Information, Feitian Chengxin, etc.

, the details are as follows:

Specifically,

Capital Online actively promotes the implementation of pan-rendering products, realizes bare metal services for GPUs, provides physical server rental services of various specifications from single card to eight cards, and launches GPU card pass-through. Virtual machine product

, and at the same time, based on the needs of rendering customers, the industry's first high-speed NAS cloud disk product was launched, with a single directory reaching up to 20OGb bandwidth and 500,000 IOPS. Loongson Zhongke launched its independent instruction system LA, and migrated or developed the core modules of the operating system based on LA,

including the kernel, three major compilers (GCC, LLVM, GoLang), three major virtual machines (Java , Java, NET), browsers, media players, KVM virtual machines, etc.

. A basic operating system for servers, desktops, and industrial control applications has been formed. In addition, Cube Digital's technical service income is divided into two parts, one part is Azure sales commission, and the other part is the company's service income from selling products. According to Microsoft's corporate policy, the return commission rate for migration services such as servers and virtual machines is 5%-20%.

Combined with the company's historical data, it is determined that the Azure sales commission in technical service revenue is 10% of Azure product sales revenue

. Quoted from Financial Associated Press

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