Core Insights - The article emphasizes that the competition in the AI era is shifting from a focus on individual model parameters to a comprehensive ecosystem approach, as demonstrated by Google's integration of TPU chips, Gemini models, and a full suite of applications [1] - In China, the company Softcom Power is positioned to replicate this "full-stack logic" by creating a complete closed loop of "computing power-model-terminal" in the enterprise market, aiming to bridge the gap between technology supply and industry demand [1] Group 1: Foundation - Softcom Power has made a strategic leap from "software-defined" to "physical support" by acquiring Tongfang Computer, establishing a robust hardware system that includes AI servers, workstations, and storage devices [2] - The company is a significant contributor to China's self-reliant computing ecosystem, leveraging technologies like Kunpeng and Ascend, and is well-positioned within national strategies such as "East Data West Computing" [2][4] Group 2: Hub - The Softcom Tianxuan MaaS (Model as a Service) platform serves as a central hub that transforms computing power into intelligence, akin to Google's Gemini model [5] - This platform benefits from Softcom's 20 years of industry experience, allowing it to fine-tune and train models based on specific industry needs, thus addressing core pain points in sectors like manufacturing, finance, and energy [5][6] Group 3: Reach - Softcom Power is expanding its reach into the consumer market through its "Mechanical Revolution" brand, which promotes AI PCs that evolve computers into "personal intelligent assistants" [8][9] - The company is also venturing into the smart robotics sector, demonstrating its capability to integrate hardware and software solutions for various industrial applications [9] Group 4: Flywheel Effect - The strategy of Softcom Power creates a self-reinforcing business flywheel: computing intelligence provides a strong foundation for software, scene intelligence enhances hardware capabilities, and terminal intelligence broadens commercial boundaries [11] - This "full-stack intelligent" strategy positions Softcom Power not just as an IT service provider but as an "ecological connector" that integrates foundational technology, industry scenarios, and end-user needs, aiming to establish a significant global presence in AI [11]
从IT服务巨头到全栈智能，软通动力的AI进化之路