大模型一体机扎堆上新，国产化链条重塑AI版图

Core Insights - The year 2025 is anticipated to be a pivotal year for the deployment of large AI models, with integrated machines serving as a crucial component for enterprises to implement these applications effectively [1][2] - The demand for AI integrated machines is driven by both market needs and technological advancements, providing a complete solution that lowers the barriers for enterprises to adopt AI [1][2] Industry Trends - AI integrated machines are designed to facilitate the application and deployment of large AI models, combining hardware, software, and algorithms into a single device, making them more accessible for small and medium enterprises [2][4] - The trend indicates that AI integrated machines will evolve towards higher efficiency, lower energy consumption, and easier deployment, with specialized products tailored to various industry needs [1][2] Market Demand - The energy sector is experiencing a surge in demand for AI applications, with integrated machines like the Langxin Jiugong AI Energy Integrated Machine being introduced to address challenges such as computational power shortages and complex model deployments [2][3] - The deployment of AI integrated machines is expected to grow significantly, with projected demand reaching 150,000 units in 2025, 390,000 units in 2026, and 720,000 units in 2027, indicating a substantial market opportunity [4] Technological Advancements - The Langxin Jiugong AI Energy Integrated Machine features a self-developed AI model that integrates time-series prediction and AI agent technologies, offering nine core functionalities for optimizing energy management [2][3] - The introduction of integrated machines is seen as a solution to the challenges of computational power supply and the need for a reliable, controllable technology base in critical sectors like energy [3][5] Policy Support - Local governments are increasing support for AI applications, with initiatives such as issuing computing power vouchers and subsidies for renting intelligent computing resources to stimulate the AI ecosystem [6][7] - The Shanghai Municipal Economic and Information Commission has introduced measures to lower the cost of intelligent computing and support the development of AI models, indicating a strong governmental push towards AI integration [6][7] National Strategy - The push for a fully domestic AI industry chain is viewed as essential for national security, with a focus on developing self-sufficient technologies in critical areas such as chips and algorithms [5][8] - The industry is encouraged to balance core technology innovation with open collaboration to avoid dependency on foreign technologies while participating in international standards [8]