Core Insights - The "Large Model Integrated Machine Industry Map" has been officially released, showcasing over 70 representative companies in China's large model integrated machine industry chain, highlighting the ecosystem [1] - CloudWalk Technology (688327) has been included in this industry map, positioning itself as one of the few companies covering the entire industry chain of large model integrated machines [1] - The large model integrated machine market is experiencing rapid growth as large models enter a phase of large-scale application, with nearly 100 vendors launching AI integrated machine products [1] Industry Trends - The competition in the large model integrated machine market is shifting from a focus on single hardware to an ecosystem-based competition that includes software-hardware collaboration, industry know-how, and ongoing services [1] - By May 2025, CloudWalk Technology plans to launch the "Congrong Large Model Intelligent Integrated Machine," which integrates its multi-modal large model with a hardware platform, emphasizing dual-driven AI infrastructure and intelligent agents [1] Application and Partnerships - CloudWalk Technology has established partnerships with organizations such as the National Cybersecurity Base, Tianjin Port Group, China Telecom, and State Grid Shandong to implement large-scale applications in areas like smart cybersecurity, smart ports, intelligent manufacturing, and intelligent customer service [1] - The deployment of PortGPT at Tianjin Port has significantly improved cargo scheduling efficiency, showcasing a successful case of smart port construction [2] - In the financial sector, CloudWalk Technology has secured projects with Guangzhou Bank and Chongqing Rural Commercial Bank, enhancing mobile transaction security for over 2.5 million users [2] Infrastructure Development - CloudWalk Technology has built a robust digital infrastructure consisting of a "trusted data space, controllable training ground, and embodied intelligent training ground," which supports continuous innovation in the large model integrated machine field [2] - This infrastructure ensures the safe and reliable operation of large models while significantly lowering the usage threshold for industry clients [2]
云从科技入选大模型一体机产业图谱