Group 1: Core Insights - The event held by DataCanvas in Shanghai showcased the company's latest achievements in AI computing power accessibility, providing practical solutions for the high-quality development of the AI industry [1][2] - Shanghai is actively implementing the national "East Data West Computing" strategy, introducing new industrial policies to support the development of the intelligent computing industry, aiming for a transformation towards self-controllable and green efficiency by 2025 [3][4] - DataCanvas has launched its new product "New Start" at the event, which focuses on commercializing intelligent agent technology and aims to create a comprehensive solution for enterprise-level intelligent agents [4][5] Group 2: Technological Innovations - DataCanvas's Alaya NeW Cloud has successfully overcome performance bottlenecks, achieving "second-level generation of millions of tokens," aimed at providing intelligent computing infrastructure services for global AI innovation enterprises [4][6] - The company has introduced a unique "1-degree computing power" measurement standard to standardize the supply and elastic scheduling of computing resources [4][6] Group 3: Market Strategy and Applications - DataCanvas has tailored computing power and channel policies for the Shanghai market, establishing a service system that supports flexible scheduling from single cards to clusters, addressing the differentiated computing power needs of key sectors like finance and healthcare [6][7] - The collaboration with various industries has demonstrated significant results, such as the partnership with Wuxi Yinlv Shandong AI Technology Co., which has transformed music creation through AI technology, producing millions of works with minimal sample learning [7][8] Group 4: Industry Impact - The establishment and development of DataCanvas in Shanghai not only accelerates the local intelligent computing industry but also provides valuable experience for the national intelligent computing industry construction [7] - The distributed computing network built by Alaya NeW Cloud aims to optimize computing resources across regions, making AI computing power a widely accessible social resource, thus supporting the high-quality development of China's digital economy [7][8]

Core Viewpoint - The 2025 DEMO WORLD Enterprise Innovation and Investment Conference will be held in Shanghai Songjiang, focusing on the integration of technological and industrial innovation, particularly in the intelligent computing service sector [1] Group 1: Event Overview - The conference will feature a special session on "Intelligent Computing Services & Shanghai Songjiang Economic Development Zone," aimed at showcasing the vitality of the intelligent computing industry and fostering cross-industry collaboration [1] - The event is organized by Chuangyebang, in collaboration with various local government entities, to promote innovation and investment opportunities in the region [1] Group 2: Industry Development - The intelligent computing service sector is one of the seven key industries in Songjiang's "2+7" modernization industrial system, with plans to establish a core supply source for intelligent computing in the Yangtze River Delta by around 2030 [1] - Songjiang aims to support the intelligent computing industry through nine initiatives, including financial support of up to 200 million yuan for qualifying enterprises [1] Group 3: Economic Performance - Songjiang Economic Development Zone ranks 16th among 233 national-level development zones in China and 2nd in Shanghai, housing 108 high-tech enterprises and 47 specialized and innovative companies [2] - The intelligent computing capacity in the Songjiang Economic Development Zone reaches 31,300 PetaFLOPS, positioning it among the leaders in the Yangtze River Delta [2] Group 4: Conference Activities - The conference will include presentations on the latest industry policies and investment environments, as well as deep sharing from leading enterprises and their partners [3] - A "New Quality Discussion" segment will feature over 10 intelligent computing service companies sharing their latest technologies and products, followed by a roundtable discussion on investment trends [4]

Core Insights - The emergence of DeepSeek has significantly elevated the intelligent computing industry, demonstrating the "Jevons Paradox" where technological advancements lead to increased demand despite reduced resource consumption [1] - The cost of model training has decreased by 85% over the past three years, while the elasticity of computing power demand has expanded sixfold, making AI technology more accessible to all enterprises [1] - By the end of 2024, China's intelligent computing AI computing power supply is expected to reach 1450 EFlops, with a projected growth rate of over 40% annually for the next three years [1] Group 1: Challenges in Intelligent Computing - The first major challenge arises from the exponential growth in computing power demand driven by large models, which requires over 200 times the hardware supply [5] - The second challenge is the rapid penetration of AI across various industries, leading to difficulties in integrating AI technology with specific scenarios, as many emerging applications lack best practices [6] - The third challenge pertains to the ecosystem, where developers face fragmentation of tools, high learning costs, and uneven resource access, complicating collaboration between traditional enterprises and AI technology suppliers [7] Group 2: Strategic Innovations and Solutions - Huawei emphasizes the need for a comprehensive transformation involving innovations in computing architecture, resource scheduling, business models, and computing infrastructure to address the supply-demand contradiction [3] - Huawei is committed to a long-term strategy that supports the intelligent computing industry through foundational infrastructure, AI ecosystem development, and product empowerment [15][16] - The company has established a complete solution for the MoE architecture, enhancing resource utilization by 20% through dynamic balancing of multiple experts [11] Group 3: Ecosystem Development and Collaboration - Huawei's strategy includes hardware openness, software openness, enabling partners, and talent development, aiming to create a collaborative AI industry ecosystem [12][14] - The company has partnered with over 2,500 industry collaborators and developed more than 5,800 certified solutions, demonstrating its commitment to ecosystem building [14] - Huawei's focus on synergizing computing and networking technologies positions it uniquely to address the challenges of intelligent computing and enhance overall performance [20]