Teamsun(SH:600410) Quan Jing Wang·2025-10-31 08:30Core Insights - SuperX AI Technology Limited has formed a joint venture with Huasheng Tiancheng to establish SuperX Global Service Pte.Ltd. in Singapore, aimed at providing end-to-end professional services for SuperX's global AI factory project [1][2][3] Industry Overview - The demand for computing power has surged exponentially due to the rise of generative AI like ChatGPT, leading to the emergence of modular and integrated AI data centers (AIDC) as essential engines for AI model training and inference [2][3] - The competition in the AI infrastructure sector has shifted from merely providing advanced hardware to offering comprehensive service capabilities, including deployment, management, and support [2][3][6] Company Strategy - The partnership between SuperX and Huasheng Tiancheng represents a strategic win-win, combining SuperX's innovative products with Huasheng's extensive global service network [3][4] - The joint venture will offer four core services: Global Contact Center, Deployment Service, Maintenance Service, and Managed Service, enhancing customer support and operational efficiency [4][5] Business Model Transformation - The establishment of SuperX Global Service marks a strategic elevation for SuperX, transitioning from a product supplier to a full lifecycle partner, thereby enhancing customer loyalty and long-term revenue certainty [5][6] - The joint venture aims to create a comprehensive AI infrastructure ecosystem focused on customer value, positioning SuperX as a leading AI infrastructure service provider in the Asia-Pacific region [6]