Xin Lang Cai Jing·2025-08-18 14:41Group 1 - The core point of the news is that China Mobile has announced a large-scale procurement of AI inference servers, totaling 1.7 billion yuan, with three companies winning the bids [1][2]. - The procurement includes six packages, with packages 1 to 4 already announced, and packages 5 and 6 to be disclosed later [1]. - The winning companies are ZTE Corporation, New H3C Technologies Co., Ltd., and Inspur Computer Technology Co., Ltd., with ZTE receiving approximately 885 million yuan, New H3C about 548 million yuan, and Inspur around 297 million yuan [2]. Group 2 - The focus of future AI development is shifting towards inference, as indicated by this large-scale procurement [2]. - The total value of packages 1 to 4 exceeds 1.7 billion yuan, highlighting the significant investment in AI infrastructure [1]. - The winning bids for the packages show a competitive landscape among the three companies, with ZTE and New H3C each securing substantial market shares [1][2].