超云CEO：成为用户信赖的数据中心产品和服务提供商

Core Viewpoint - The long-term vision of ChaoYun Digital Technology Group is to become a trusted provider of data center products and services, focusing on leading AI inference computing solutions in China, making AI and data centers simpler [1] Industry Overview - The rapid development of artificial intelligence (AI) technology is increasingly applied in the economic sector, becoming a significant driver of economic growth [1] - According to IDC's report, the global AI server market is projected to grow from $125.1 billion in 2024 to $158.7 billion in 2025, and reach $222.7 billion by 2028. China's AI computing power market is expected to reach $25.9 billion by 2025, with a year-on-year growth of 36.2% [1] Company Performance - In the first half of 2025, ChaoYun's shipment volume increased by over 73% year-on-year, and sales revenue grew by 140.7%, indicating a shift in the market from "scale expansion" to "capability differentiation" [1] - ChaoYun's strategy includes differentiated innovation and deep engagement in specific scenarios, with a focus on AI server R&D and delivery since the establishment of its accelerated computing product department in 2022 [2] Technological Strategy - ChaoYun employs a dual-track strategy in response to the complex international supply chain environment, maintaining high-performance products based on leading international chips like NVIDIA Tesla and Intel Gaudi for demanding model training scenarios [2] - The company is also advancing domestic alternatives, exemplified by the ChaoYun R3428 AI server, which utilizes the Haiguang C86 platform and Kunlun AI acceleration card, achieving over 8 times performance improvement compared to pure CPU solutions [3] Market Opportunities - The national strategies of "East Data West Computing" and "Xinchuang" present significant industry opportunities, with the former driving the construction of large-scale intelligent computing centers in western regions [3] - ChaoYun's shipments of Xinchuang servers increased by 210% year-on-year in the first half of 2025, significantly outpacing the industry average [3] Technological Impact - Policies such as "East Data West Computing" have influenced ChaoYun's R&D direction, mandating a PUE (Power Usage Effectiveness) control below 1.25, making liquid cooling technology essential [4] - ChaoYun has developed a specialized cooling liquid for high-density AI loads, stabilizing data center PUE between 1.1 and 1.2, significantly enhancing energy efficiency [4]