Core Viewpoint - The one-machine market is facing challenges with a lack of new customers and returning clients, leading to a shift in focus towards mid-to-low-end models and a more cautious market approach [2][3][9]. Group 1: Market Dynamics - A recent tender from a state-owned enterprise in Guangdong highlights the unclear demand for one-machine products, with only a few repeat orders from existing clients [2]. - The initial hype around one-machine products has diminished significantly within four months, with many manufacturers struggling to achieve sales despite having products listed [2][3]. - The market consensus indicates that the high-end model market is largely saturated, and future competition will focus on mid-to-low-end models [3]. Group 2: Sales Performance - In the first half of the year, leading hardware manufacturers experienced significant sales, with some reporting nearly 10 billion in revenue and monthly sales of over a thousand units [5]. - The price of one-machine products has increased, with some models seeing price hikes of around 10% within weeks, reflecting a supply-demand imbalance [5][6]. - Companies like Inspur reported a 165.31% year-on-year increase in net profit, driven by strong server sales [5]. Group 3: Customer Relationships - The success of leading manufacturers is attributed to established customer relationships rather than technological advantages, as many large clients have fixed procurement lists [6][7]. - The deployment of one-machine products is primarily driven by strategic needs, with clients focusing on hardware rather than software solutions [7][8]. Group 4: Future Outlook - The second half of the year is expected to see a shift towards a "guerrilla warfare" approach in the mid-to-low-end market, with companies needing to adapt to changing customer budgets and requirements [9][10]. - The demand for high-end models has decreased, with clients now more interested in cost-effective solutions and specific business needs [11]. - The market for one-machine products is becoming increasingly competitive, with new entrants facing challenges in gaining traction [13]. Group 5: Implementation Challenges - Many existing one-machine deployments are not being fully utilized, with clients struggling to see a return on investment [15][16]. - The gap between model capabilities and actual application needs is causing disillusionment among users, leading to a reassessment of the value of one-machine products [16][20]. - Successful implementation often requires a combination of different models and a deep understanding of client data, which many current deployments lack [19][21].

研究报告 『亿欧智库 目录 CONTENTS 01 政策与技术双轮驱动中国大模型产业落地提速 1.1 政策与技术推动中国大模型产业加速发展 1.2 党政及国央企率先落地大模型应用试点 02 大模型应用落地挑战催生一体机需求爆发 2.1 大模型应用落地面临挑战，大模型一体机可有效解决 2.2 中国大模型一体机需求爆发，开启千亿级市场 2.3 中国大模型一体机厂商优秀案例分析 ０３ 大模型一体机未来趋势展望 政策与技术双轮驱动中国大模型 产业落地提速 当前，人工智能相关政策呈现行 业应用与地方落实并进趋势，引 导AI大模型向更多行业场景赋能。 从落地层面来看，2024年以来大 模型采购金额急速攀升，中国大 模型商业化落地加速。2024年第 一季度大模型处于刚获备案阶段， 下半年招投标市场活跃，项目数 量和披露金额增长显著。 作为数智化转型领域的前沿探索 者，三大运营商以及金融、能源 领域企业在大模型投入上突出， 此外政务与教科投入也在前列。 其中，DeepSeek作为中国开源大 模型的代表，模型性能直逼o3和 Gemini 2.5 Pro，凭借其低成本、 高效能的特点，引起广泛关注。 截至目前，已有45%的央企完 ...

金磊 梦晨 发自 凹非寺 量子位 | 公众号 QbitAI 没错，里面也可以是英特尔的 锐炫 显卡！ 那这性能到底能不能跟上呢？ 带着这个问题，在体验之余，我们还"抓"来了一个正在为这种一体机开发方案的软件公司进行了一番"盘问"。 这家公司叫 飞致云 ，主要是把大模型一体机用在了自家的 MaxKB 上（一款基于大语言模型的知识库问答系统）。 他们是把4张锐炫 A770显卡和2张N卡放到一起，做了一下对比测试： 对于同一个相对规模较大的任务，搭载N卡的一体机大约耗时半小时，而搭载锐炫 A770显卡的一体机则需要50分钟。 家人们，你知道近段时间大火的各种大模型 一体机 ，里面到底是什么卡吗？ 相信很多小伙伴的第一反应，或许就是N卡。 但在我们接触、体验了真实的大模型一体机之后，发现了一个大写的 "万万没想到" ： 但是！ 买半张N卡的钱 ，就能轻松搞定4张锐炫 显卡。 由此，飞致云给出了这样一个结论： 基于锐炫 A770显卡的大模型一体机， 在性价比上真的是太香了 。 它非常适合30-50人规模的团队来使用。 一个"性价比"关键词，道破了为什么大模型一体机里面会出现英特尔游戏卡。 毕竟之前企业要私有化部署一个目 ...