行业简报：算力调度平台规模化发展-Deepseek带动算力需求井喷，算力调度平台成最优解

Investment Rating - The report indicates a positive investment outlook for the computing power scheduling platform industry, driven by the rapid growth in AI model applications and the increasing demand for high-performance computing resources [10][14]. Core Insights - The demand for intelligent computing power in China is experiencing unprecedented growth, particularly in large model applications, which account for nearly 60% of the demand, highlighting the significant potential of the future computing power market [14][30]. - The profitability of computing power scheduling centers heavily relies on government subsidies, which are designed to ensure local resource utilization and risk control. Successful engagement with government decision-making is crucial for companies to secure these subsidies [22][30]. - The core value of computing power scheduling platforms lies in their ability to efficiently integrate and schedule heterogeneous computing resources, significantly improving resource utilization and reducing costs for users [17][20]. Summary by Sections Computing Power Scheduling Platform's Scaling Path - The rapid growth of intelligent computing demand in China is driven by AI large models, leading to accelerated development of large-scale, high-performance computing centers [11][10]. - The profitability of computing power scheduling centers is highly dependent on government subsidies, which aim to ensure local resource utilization and risk management [22][30]. - Platforms must possess efficient integration and scheduling capabilities for heterogeneous computing resources to achieve low-cost, scalable, and marketable monetization [31][39]. Value of Computing Power Scheduling Platforms - The platforms enhance resource utilization, lower user costs, and simplify management processes, providing efficient and convenient computing power services [17][20]. - The core technologies required include resource virtualization, fine-grained slicing, real-time monitoring, and tidal scheduling, which enable low-cost and efficient utilization of resources [31][38]. Government Subsidies as Core Source - Government subsidies are essential for the profitability of computing power scheduling centers, with a structured mechanism to ensure local resource utilization and risk control [22][30]. - Companies must strategically engage early in government decision-making to influence standards and secure contracts [23][30]. Technical Features of Quality Computing Power Scheduling Platforms - Platforms need to have capabilities for fine-grained resource slicing, heterogeneous compatibility, cross-regional scheduling, real-time monitoring, and dynamic scheduling to achieve efficient resource reuse and low-cost monetization [31][38]. Core of Scaling Computing Power Centers - The core of monetizing the value of computing power platforms lies in a large and diverse customer base, which determines profitability speed and pricing potential [39][42]. - A diverse customer base allows for tiered pricing strategies to maximize revenue, while partnerships can help focus on high-margin computing power sales [42][39].