Bingo Software (SH:688227) Quan Jing Wang·2025-11-07 02:05Group 1 - OpenAI and Amazon Web Services (AWS) have entered into a strategic partnership worth $38 billion to provide infrastructure for running and scaling ChatGPT and Agentic AI workloads, highlighting the growing demand for computing resources in AI development [1] - The collaboration signifies a shift in the computing industry from simple resource leasing to deep strategic partnerships [1] - Domestic companies are also targeting the AI computing service sector, with Pingao Co., Ltd. (688227.SH) establishing differentiated competitive advantages in this field [1] Group 2 - Pingao's Bingo AI Infra platform features a full-stack capability system, including "computing power management layer + model management layer + application support," and is compatible with major domestic and international computing chips [2] - The platform optimizes computing efficiency through GPU slicing, reducing idle computing power and enhancing hardware utilization, with ongoing patent applications for this technology [2] - The company has successfully implemented several large-scale intelligent computing cluster projects, improving single-card computing output efficiency and reducing unit costs through load balancing and scheduling optimization [2] Group 3 - Pingao has received industry recognition for its advancements in AI computing, winning the "2025 Annual Artificial Intelligence Innovation Product" award at the 27th China International Software Expo, marking a significant achievement in overcoming key challenges in domestic AI computing infrastructure [2] - As global competition in AI computing intensifies, Pingao's comprehensive technology capabilities and mature domestic solutions position the company as a key player in the autonomous and controllable AI infrastructure process [3]