云从科技入选大模型一体机产业图谱 成少数全产业链覆盖企业

Core Insights - The "Large Model Integrated Machine Industry Map" was officially released by the China Artificial Intelligence Industry Development Alliance and the China Academy of Information and Communications Technology, showcasing over 70 representative companies in the domestic large model integrated machine industry chain [1][3] - The market for large model integrated machines is experiencing rapid growth as it enters a phase of large-scale application, with nearly a hundred manufacturers launching AI integrated machine products [3][4] - CloudWalk Technology has been recognized as one of the few companies covering the entire industry chain of large model integrated machines, indicating its comprehensive capabilities in this sector [1][5] Company Developments - CloudWalk Technology launched the "Congrong Large Model Intelligent Integrated Machine" at the Kunpeng Ascend Developer Conference in May 2025, which integrates its self-developed multimodal large model with a toolchain, forming a dual-driven model of "AI infrastructure + AI intelligent agent" [4] - The company has established partnerships with various organizations, including the National Cybersecurity Base and Tianjin Port Group, to implement smart solutions in areas such as cybersecurity, smart ports, and intelligent manufacturing [4] - In the financial sector, CloudWalk Technology has secured projects with Guangzhou Bank and Chongqing Rural Commercial Bank, providing security solutions that cover over 2.5 million users [4] Industry Trends - The competition in the large model integrated machine market is shifting from hardware-only comparisons to a more integrated approach that emphasizes hardware-software collaboration, industry know-how, and ongoing service [3] - Industry experts believe that CloudWalk Technology's comprehensive layout in the large model integrated machine sector will help transition the AI industry from being merely usable to being user-friendly, thus injecting new momentum into the high-quality development of China's intelligent industry [5]