文 | 极点商业，作者 | 杨 铭，编辑 | 刘珊珊 算力即国力，不是一句口号。全球地缘和科技争夺加剧、人工智能快速迭代的当下，已经成为全球AI 竞速赛的冰冷现实。 以美国为例，正通过芯片禁令、生态绑定与资本优势，构建"算力霸权"——川普就在签署的《赢得AI竞 赛:美国AI行动计划》中，用30项举措和100余条具体政策行动，应对中国AI竞争，"实现并保持全球技 术领域无可争议、无可挑战的主导地位。" 面对算力竞争的日益白热化，中国必须回答一个根本性问题：中国算力核心竞争力究竟来自哪里？是复 制烧钱军备竞赛，还是开辟一条更高效、更普惠、更可持续的智算新路？ 答案，正在浮出水面。 两大头部人工智能国家队——北京信息产业发展投资基金与北京市人工智能产业投资基金就罕见联手， 近日联合领投人工智能基础设施与智算云提供商九章云极，成为近期资本市场最受关注的交易之一。 业界普遍认为，这笔2025年中国算力领域"收官之作"的投资，更是一场关乎算力主权、产业效率与创新 公平的战略抉择：中国投资算力战略重心，正从追求规模，转向推动普惠，从"建多少算力"转向"用好 每一度算力"。 它要回答的，是中国已建成全球第二大规模算力背景下， ...

Core Viewpoint - Dongfang Guoxin's acquisition of a controlling stake in Shituo Cloud marks a significant strategic move in the intelligent computing sector, enhancing its service system and creating a synergistic effect between the two companies [2][6] Company Overview - Shituo Cloud, the largest C-end AI computing cloud platform in China, offers services including C-end computing retail, AI cloud computing, and AI server hardware design and production [3][5] - The platform's core product, AutoDL.com, has accumulated over 700,000 registered users and serves more than 6000 enterprises, providing affordable and flexible AI cloud computing services [4][5] Strategic Synergy - The acquisition is expected to create a "dual empowerment" effect, where Dongfang Guoxin can leverage its enterprise market experience to drive demand for Shituo Cloud's services, while Shituo Cloud provides a neutral computing platform for algorithm development [2][6][7] - The collaboration aims to address the growing demand for computing resources in both C-end and B-end markets, enhancing service quality and expanding market reach [2][6][7] Market Potential - The intelligent computing market is experiencing significant growth, with Shituo Cloud projected to achieve revenues of 185 million yuan in 2024, reflecting an 87.24% year-on-year increase [8] - The global AI computing market is expected to exceed $75 billion in 2024 and reach over $350 billion by 2025, driven by the increasing demand for AI applications [8][9] Future Outlook - Shituo Cloud plans to expand its market presence by targeting the C-end computing retail sector, which is currently underdeveloped but has substantial growth potential [9][10] - The company aims to establish itself as an essential infrastructure provider in the internet space, similar to ride-hailing and food delivery services, with revenue targets of 2-3 billion yuan in the next five years [10]