Nvidia(US:NVDA) Xuan Gu Bao·2025-06-08 14:37Group 1: Industry Developments - The successful launch of the world's first "space computing constellation" by China last month has set a precedent for space-based data centers [1] - Starcloud plans to send a satellite equipped with NVIDIA H100 chips into space in August, aiming to establish a gigawatt-level data center powered by a large solar array [1] - The AI revolution is driving new infrastructure development, with supportive policies and active investments from internet cloud providers and operators, leading to a new growth cycle for data center service providers [1] Group 2: AI Model Advancements - Since 2025, domestic AI large models have accelerated technological leaps through algorithm and engineering innovations, with DeepSeek-R1's inference capabilities comparable to OpenAI's models [2] - Alibaba has released a trillion-level MoE architecture model Qwen2.5-Max, while Doubao leverages ByteDance's ecosystem to enhance model capabilities [2] - The demand for AI models is surging, prompting major cloud players to significantly increase their capital expenditures [2] Group 3: Company Insights - Xiechuang Data focuses on AIDC computing infrastructure, providing integrated services through "hardware manufacturing + cloud services + circular economy" [3] - Kehua Data leverages power electronics technology to offer a unique "hardware + service + energy" integrated solution in the AIDC sector [3] - Zhongji Xuchuang is driven by technology and plays a crucial role in global computing infrastructure construction, being a key player in the AIDC industry chain [3]