Bingo Software (SH:688227) Jing Ji Wang·2025-11-07 08:33Core Insights - The company, Pingao Co., is a leading domestic AI computing power service solution provider, showcasing its full-stack capabilities through its Bingo AI Infra platform, which includes a "computing power management layer + model management layer + application support" system [1][2] - A recent strategic partnership between OpenAI and Amazon Web Services (AWS) involves a $38 billion multi-year agreement, highlighting the increasing demand for computing resources in AI development and a shift towards deeper strategic collaborations in the computing power industry [1] Group 1: Company Developments - Bingo AI Infra has achieved industry-leading advantages in computing power efficiency optimization, utilizing driver-level GPU slicing to enhance resource allocation and reduce idle computing power, with ongoing patent applications [2] - The platform has adapted to major chip manufacturers including NVIDIA, Ascend, Jiangyuan, and Muxi, enabling the construction of hybrid heterogeneous AI chip clusters [2] - The company has successfully implemented multiple large-scale intelligent computing cluster projects, optimizing load balancing and scheduling to improve single-card computing efficiency and reduce unit costs [2] Group 2: Industry Recognition - Pingao Co. has received significant industry recognition for its advancements in AI computing power, winning the "2025 Annual Artificial Intelligence Innovation Product" award at the 27th China International Software Expo for its self-developed Pingyuan AI integrated machine [2] - The company is positioned to play a crucial role in the autonomous and controllable process of AI infrastructure, leveraging its full-stack technical capabilities and mature domestic solutions as global AI computing power competition intensifies [3]