Core Insights - The core viewpoint emphasizes the importance of optimizing network performance in AI infrastructure, which, despite accounting for only about 10% of investment, can enhance overall computing capabilities by over 30% [1][8]. Group 1: Strategic Focus - The company has adopted "computing power × connectivity" as its core strategy, aiming to break the traditional separation between computing and networking ecosystems [3][7]. - The company is committed to a "diverse heterogeneous" open strategy, collaborating deeply with various GPU manufacturers to adapt to a multi-faceted industry landscape [3][8]. Group 2: Technological Innovations - The company introduced the "end-network collaboration" solution, which allows GPUs or network cards to "perceive" network status, enhancing communication efficiency and achieving an average network performance improvement of 16% and a congestion prevention improvement of 20% [4]. - A new high-performance 800G AI switch, H3C S9828-128EP, was launched, featuring 128 ports and achieving a 70% reduction in equipment usage and a 50% reduction in optical module usage compared to previous models [5]. - The DDC (Diversified Dynamic-Connectivity) architecture was unveiled, achieving a 107% improvement in effective bandwidth compared to ECMP and a 2.5% performance enhancement over InfiniBand in all-to-all scenarios [6]. Group 3: Market Positioning - The company is positioned as a key player in domestic AI infrastructure construction, holding a top 2 or 3 position in both computing and networking fields [7][8]. - The company aims to support national strategies like "East Data West Computing" by providing a deterministic network that ensures stable and high-capacity data transmission across vast distances [8][9].