规模大增250%，华为AI云服务迎来爆发

Group 1 - Huawei Cloud's overall computing power has increased by nearly 250% compared to the same period last year, with the number of customers using Ascend AI cloud services rising from 321 to 1714 [1] - The Huawei supply chain is characterized by high importance, significant domestic substitution potential, strong policy support, continuous technological progress, and high odds, making it a key player in the Sino-U.S. tech competition [1] - The Chinese AI computing market is projected to reach 120 billion yuan by 2025, with an expected addition of 24 billion yuan in effective computing power supply from UE8M0 FP8 technology [1] Group 2 - Li and Xing's liquid cooling products are applied in Ascend AI servers, indicating a direct involvement in Huawei's technology ecosystem [1] - Dongfang Guoxin maintains a stable partnership with Huawei in areas such as big data ecology, Kunpeng ecology, Ascend, and Harmony [2]