Xin Lang Cai Jing·2025-09-22 20:14Group 1 - The 2025 Cloud Habitat Conference will be held from September 24 to 26 in Hangzhou, focusing on AI, cloud computing, and industrial applications, with over 110 sessions planned [2] - The demand for AIDC-related equipment in China is expected to significantly increase, with annual growth rates projected to exceed 40% for the next two to three years [4] - Major companies benefiting from the AIDC demand include Data Port, which serves major internet companies, and Zhongheng Electric, which provides data center products to leading firms [4] Group 2 - The 2025 Huawei HiSilicon Innovation Conference will take place on September 24-25 in Shanghai, with over 700 expected attendees [5] - Huawei HiSilicon is recognized as a leading semiconductor design company, particularly in 5G communication and AI chip sectors [5] - The conference is anticipated to enhance information transparency regarding chips, potentially creating new investment opportunities in the Huawei supply chain [7]