是说芯语·2025-08-24 11:44Core Viewpoint - China Mobile has announced a centralized procurement project for AI general computing devices (inference type) with an estimated scale of approximately 7,058 units, expected to meet demand from 2025 to 2026 [1] Group 1: Procurement Details - The project is divided into six bidding packages, including four "CUDA ecosystem" packages (2,058 units) and two "CANN ecosystem" packages (5,000 units) [1] - The total estimated procurement amount for the project is approximately 5.112 billion yuan, to be shared among nine companies [3] Group 2: Bidding Packages and Winners - Package 1 (CUDA ecosystem PCIe cards) was won by H3C with a bid of 47,563,793 yuan (excluding tax), securing 70% of the package [4] - Package 2 (CUDA ecosystem ordinary performance cards) was also won by H3C with a bid of 213,435,000 yuan (excluding tax), securing 70% of the package [5] - Package 3 (CUDA ecosystem high-performance cards) was won by ZTE with a bid of 1,004,700,000 yuan (excluding tax), securing 70% of the package [5] - Package 4 (CUDA ecosystem high-memory cards) was won by Inspur with a bid of 262,831,932 yuan (excluding tax), securing 100% of the package [6] - Package 5 (CANN ecosystem PCIe cards) was won by Henan Kunlun Technology with a bid of 102,182,076.72 yuan (excluding tax), securing 50% of the package [6] - Package 6 (CANN ecosystem cards) was won by Henan Kunlun Technology with a bid of 2,885,444,717.76 yuan (excluding tax), securing 23.91% of the package [7]