计算产业反内卷第一枪打响！

Core Viewpoint - The article discusses the strategic decision by Zhongke Shuguang to exit terminal markets, including servers and personal computers, by 2026, aiming to focus on core technology and enhance the overall competitiveness of the ecosystem, thereby addressing the issue of excessive internal competition in the Chinese computing industry [2][3]. Group 1: Strategic Decisions - Zhongke Shuguang announced its exit from the server, personal computer, and industrial control markets, emphasizing a shift towards core technology development and product innovation [2][3]. - The decision is seen as a bold move that may result in significant revenue loss, but it is intended to alleviate the burdens of a highly competitive and inefficient market [2][3]. - The chairman, Li Jun, advocates for a collaborative approach among members of the Guanghe Organization to enhance the industry’s value rather than engaging in detrimental competition [2][3]. Group 2: Technological Advancements - Zhongke Shuguang showcased its "scaleX 万卡超集群" AI cluster system, which boasts a 20-fold increase in computing density and a PUE value of 1.04, capable of deploying 10,240 AI acceleration cards with a total computing power exceeding 5 EFlops [4]. - The system utilizes proprietary technologies, including a 400G InfiniBand network and advanced data transmission designs, which enhance performance and resource utilization [4][5]. - The company aims to transform cluster management through digital twin technology, achieving 99.99% availability for large-scale clusters and moving towards automated system maintenance [5]. Group 3: Industry Collaboration and Ecosystem - The Guanghe Organization has grown to over 6,000 partners and established numerous ecological adaptation centers, becoming a pivotal force in promoting the domestic computing industry [6]. - The organization emphasizes the need for rational division of labor and collaboration to mitigate low-quality competition, which has become a common challenge among its members [6]. - Major companies, including SenseTime and Huada Jiutian, have formed strategic partnerships to launch over 50 AI innovation results, indicating a strong collaborative spirit within the industry [7]. Group 4: Open Development and Future Vision - The concept of "openness" has shifted from an optional strategy to a consensus for industry development, with major players like Alibaba and ByteDance adopting open development routes [8]. - The article highlights that open technology routes are essential for ensuring industry security and national strategic safety, particularly in the context of China's intelligent computing infrastructure [8]. - The vision of reducing internal competition aligns with the need for orderly openness, as articulated by Li Jun, who believes that collective efforts will strengthen the AI industry in China [8].