狂拿大模型明星订单，一家清华系HPC-AI Infra公司浮出水面

Core Viewpoint - The article discusses the strategic approach of a technology company, Shi Shi Technology, led by a young founder, Yan Bowen, who has chosen not to hoard computing power despite the industry's trend towards it. Instead, the company focuses on optimizing computing resources and providing tailored services to meet the growing demand for AI computing [1][4][5][16]. Group 1: Company Background and Strategy - Shi Shi Technology was founded in 2021 by Yan Bowen, a PhD from Tsinghua University, and has a team with a strong background in high-performance computing [6][11]. - The company has won the Gordon Bell Prize three times, highlighting its expertise in parallel optimization and high-performance computing [12][11]. - The core business of Shi Shi Technology includes Infrastructure as a Service (IaaS) and expert model services, focusing on parallel computing and optimizing the deployment of algorithms on hardware [20][22]. Group 2: Market Context and Demand - The demand for pre-trained models has surged in 2023, leading to a competitive landscape in AI computing, referred to as the "model war" [2][15]. - The company has established partnerships with major players like Baidu and leading firms in video generation, indicating its strong market position [5][27]. - Shi Shi Technology's revenue from AI computing has surpassed 50%, with a notable increase in large orders, while scientific computing remains a significant part of its business [30][31]. Group 3: Operational Insights - The company manages over 10 intelligent computing centers and two national supercomputing centers, with a total computing power exceeding 10,000 PFlops [24]. - Shi Shi Technology emphasizes the importance of optimizing computing efficiency and reducing costs, which is critical in the rapidly evolving AI landscape [25][30]. - The company has developed a unified computing platform, HAI, which supports various CPU and GPU models and integrates training and inference capabilities [29]. Group 4: Future Outlook and Challenges - The founder believes that the computing industry will evolve from general-purpose computing to scenario-specific computing, which will enhance resource utilization [50]. - Shi Shi Technology aims to balance efficiency, replicability, and rapid customization in its offerings, addressing the industry's challenges [51]. - The company is preparing for a new round of financing and the release of standardized products, indicating its readiness for future growth [53].