华为发布Flex:ai AI容器技术 实现单卡同时承载多个AI工作负载；谷歌计划每6个月将算力容量翻倍，谷歌供应链受关注——《投资早参》

Important Market News - Multiple Sci-Tech Innovation Board ETFs and the first batch of AI ETFs have been approved, expected to attract more incremental funds into the market [1] - The approval of these products signals regulatory support for strategic emerging industries, providing efficient channels for investors to allocate funds in core areas like AI [1] Industry Insights - Huawei launched Flex:ai AI container software, which can split a single GPU/NPU card into multiple virtual computing units, improving resource utilization from an industry average of 30%-40% to 70% [2] - This technology aims to enhance the domestic AI computing industry and promote the integration of domestic computing resources, marking a shift in competition from hardware to system [2] - The "5G+" Industrial Internet Conference announced the launch of commercial trials for satellite IoT services, with a market size currently around 400-500 billion, expected to exceed 2000-4000 billion by 2030 [3] - Google's ambitious goal to double computing capacity every six months and achieve a 1000-fold increase in 4-5 years highlights the critical nature of AI infrastructure competition [4] - The AI infrastructure competition is reshaping the industry landscape, with significant implications for investment opportunities in the AI supply chain [4]