Core Insights - The 2025 Global Computing Conference (CGC) hosted the release of the "2025 Annual Global Computing Industry Application Case Compilation (GMVPS)" which serves as an annual benchmark for innovation in the global computing industry [1] - The event featured nearly 60 submitted cases across more than ten industries, highlighting the breadth of innovation in the computing sector [1][8] Group 1: Case Collection and Evaluation - The case collection process, initiated on July 21, received strong support from various communities and attracted numerous submissions from GCC member units and industry partners [8] - The focus areas included intelligent computing, high-performance computing, green computing, and edge computing, covering advanced efficiency, secure computing, and intelligent systems [8] - A committee composed of technical experts, industry leaders, and media representatives conducted multiple rounds of material reviews and evaluations to select benchmark cases in technology innovation and industry application [13] Group 2: Special Recommendations and Recognitions - The newly introduced "Committee Special Recommendation" title emphasizes technological breakthroughs and industry demonstration, with a list of notable cases announced [14] - Selected cases include advanced solutions from companies like China Mobile, Huawei, and Lenovo, showcasing significant contributions to the computing landscape [16][17] Group 3: Ecosystem Development and Future Outlook - The GMVPS case selection activity aims to build bridges for industry innovation, promoting deep integration of computing technology across various sectors [19] - The release of the annual case collection not only showcases outstanding industry practices but also establishes a platform for technical exchange and resource sharing [19] - The alliance plans to continue gathering industry forces to enhance collaborative innovation, focusing on trends like intelligent upgrades and green low-carbon initiatives, thereby driving sustainable growth in the global digital economy [19]

Core Viewpoint - Moer Technology, known as the "Chinese version of Nvidia," is set to launch its initial public offering (IPO) on the Sci-Tech Innovation Board, with a total of 70 million shares being offered, accounting for 14.89% of the post-issue total share capital [1] Company Overview - Moer Technology focuses on the research, design, and sales of full-function GPU products, making it one of the few domestic companies that integrate graphics rendering and AI computing [1][2] - The company has successfully launched four generations of GPU architectures and has developed a comprehensive product matrix covering AI computing, cloud computing, and personal computing [2] Market Position - Moer Technology is a leading player in the domestic GPU sector, having achieved significant technological breakthroughs with its self-developed MUSA architecture, which supports AI computing acceleration, graphics rendering, physical simulation, and scientific computing on a single chip [3] - Despite its advancements, the company acknowledges a gap in comprehensive R&D capabilities and product ecosystem compared to international giants like Nvidia [3] Fund Utilization - The funds raised from the IPO will be allocated to the development of next-generation self-controlled AI training and inference chips, graphics chips, and AI SoC chips, as well as to supplement working capital [4] Financial Performance - From 2022 to 2024, Moer Technology's revenue is projected to grow from 46 million to 438 million, with a compound annual growth rate of 208.44%; for the first half of 2025, revenue reached 702 million [4] - The company has not yet achieved profitability, reporting net losses of 1.894 billion, 1.703 billion, 1.618 billion, and 271 million for the years 2022, 2023, 2024, and the first half of 2025, respectively [4]

Group 1 - The 2025 World Computing Conference will be held in Changsha, Hunan from November 20 to 21, focusing on the theme "Computing for All, Hunan's Future - Intelligent Computing Drives New Productive Forces" [1] - The conference will feature 12 thematic activities, including an opening ceremony, thematic reports, industry empowerment activities, and innovation achievements exhibitions [1] - Notable attendees include national industry policy experts, Nobel laureate Thomas Sargent, and over ten academicians, who will analyze global computing technology trends and macro policies [1] Group 2 - The conference aims to showcase Hunan's rapid development in the computing industry, which has established a national-level advanced manufacturing industry cluster in the computing field [2] - Hunan has formed a mainstream domestic innovation route recognized by the Ministry of Industry and Information Technology, promoting the "Two Chips and One Ecosystem" technology route nationwide [2] - A series of core products with leading domestic market shares have been launched, contributing to the region's prominence in the computing sector [2]

Core Points - The 2025 Global Computing Conference (CGC) is scheduled for November 7 at the Shenzhen Convention Center, focusing on six major themes: intelligent computing, embodied intelligence, open liquid cooling, confidential computing, AI cloud operating systems, and CloudDevice [1][3] Group 1: Conference Themes - The Intelligent Computing Forum will discuss pathways for improving computing efficiency and optimizing AI models [3] - The Embodied Intelligence Forum will focus on the practical applications of robotics and smart hardware in industrial and consumer scenarios [3] - The Open Liquid Cooling Technology Forum will share energy-efficient cooling solutions for high-density computing environments [3] - The Confidential Computing Forum will explore collaborative mechanisms for privacy protection and AI security in sectors like finance and the internet [3] - The AI Cloud Operating Systems Forum will release technical standards related to computing resource scheduling and heterogeneous integration [3] - The CloudDevice Forum will showcase innovative integration cases of cloud terminals in manufacturing and retail industries [3] Group 2: Interactive Exhibitions and Networking - The conference will feature a technology interaction display area, including CloudDevice XR experiences, demonstrations of embodied intelligent robots, and a mini development lab for intelligent computing [3] - The event aims to provide a platform for communication among technology research, industry applications, and cross-sector collaboration, allowing participants to understand the latest technological trends and connect with representatives from various enterprises and research institutions [3]

Core Insights - The "2025 Global Computing Conference (CGC)" is set to focus on key areas such as intelligent computing, embodied intelligence, open liquid cooling, confidential computing, AI cloud operating systems, and CloudDevice, promoting a vision of "new computing empowering a digital intelligence society" [1][2][3] Group 1: Conference Overview - The conference will feature six major forums aimed at addressing industry pain points and fostering collaboration among academia, industry, and research [1] - The event will take place at the Shenzhen Convention and Exhibition Center on November 7, providing opportunities for participants to connect with leading companies and research institutions [3] Group 2: Forum Highlights - The Intelligent Computing Forum will focus on upgrading computing productivity, showcasing AI model optimization and computing efficiency improvements through algorithm innovation and hardware acceleration [1][2] - The Embodied Intelligence Forum will address challenges in industrial robot interaction and consumer-grade smart device development, using case studies to explore commercialization strategies [1][2] - The Open Liquid Cooling Technology Forum will serve as a bridge between equipment manufacturers and data center users, providing deployment guidelines and cost-saving references through thermal efficiency comparisons [2] - The Confidential Computing Forum will discuss AI-era security and privacy protection, particularly in financial and internet applications [2] - The AI Cloud Operating System Forum will break down core technologies for computing scheduling and present solutions for heterogeneous computing orchestration [2] - The CloudDevice Forum will focus on the integration of cloud terminals across various industries, sharing smart terminal implementation cases [2] Group 3: Exhibition Features - The "GCC Annual Theme Exhibition Area" will feature interactive AI experiences, including the CloudDeviceXR interactive area and embodied intelligent robot interaction zone, allowing participants to engage with cutting-edge technologies [2] - The exhibition will also include a relaxation area with AI smart massage chairs and 3,000 gift packages, blending professional exchange with enjoyable experiences [2]

Core Viewpoint - Zhijiang Laboratory, established in September 2017, is a non-profit research institution in Zhejiang Province aimed at fostering innovation and serving as a model for national strategic development in technology [1] Group 1: Institutional Overview - Zhijiang Laboratory focuses on intelligent computing, addressing three strategic needs: national strategic frontiers, technological innovation transformation, and strategic industry innovation [1] - The laboratory is committed to building a world-class technology innovation base and a practical model for a new national system in Zhejiang [1] Group 2: Research Initiatives - Key research tasks include the "Three-body Computing Constellation" and the 021 LSM large scientific model [1] - The laboratory actively promotes open science initiatives, creating open innovation infrastructure such as zero2x, and developing global scientific public products like GeoGPT for geosciences and OneAstronomy for astronomy [1] Group 3: Collaborative Innovation - The laboratory employs an open innovation mechanism characterized by "consultation, co-construction, sharing, and common development" to enhance the development of artificial intelligence [1] - The goal is to establish a high ground for AI innovation, ensuring that AI achievements benefit the global community [1]

Core Viewpoint - The article highlights the 16th season of the Zhangjiang High-tech 895 Startup Camp, focusing on artificial intelligence and intelligent computing, showcasing 21 innovative companies in the field and preparing for the upcoming Demo Day event to present the most promising projects [1]. Group 1: Event Overview - The theme of the event is "Connecting the Future, Driving the Chip Ecosystem," emphasizing the importance of AI and intelligent computing [1]. - The camp has organized various activities since its launch in May, including opening ceremonies, classes, industry salons, and entrepreneurial journeys, leading up to the anticipated Demo Day [1]. Group 2: Featured Startups - Jiangyuan Chip Technology (Shanghai) Co., Ltd. focuses on the development of domestically produced AI chips and intelligent computing platforms, having successfully mass-produced China's first fully domestically developed AI model computing chip, addressing the "bottleneck" issue in AI chips [5]. - Shanghai Yunmai Chip Technology Co., Ltd. is a leading company in high-performance network interconnection chips, with its self-developed YSA-100 chip already released and performing well in customer tests, contributing to China's intelligent computing infrastructure [6]. - Beijing Chaoxing Future Technology Co., Ltd. provides high-efficiency AI computing solutions for edge intelligence scenarios, with its "Jingzhe" R1 chip already in mass production and R2 expected to launch in 2025 [8]. - Yingwei Chip (Shanghai) Technology Co., Ltd. specializes in optoelectronic integration technology, offering high-performance solutions for data center optical interconnects, enhancing data transmission efficiency while reducing system energy consumption [9]. - Ningbo Yunjin Micro Intelligent Technology Co., Ltd. focuses on the application of large model technology in embodied intelligence, with a management team from top institutions like Zhejiang University and Alibaba [10]. - Yanchip Micro (Shanghai) Co., Ltd. specializes in ReRAM technology, focusing on embedded IP, independent storage, and storage-computing integrated chips for edge AI inference [12].

Core Insights - Huawei's Kunpeng industry is experiencing rapid growth, with annual growth exceeding 50% since 2019 [1] - The scale of the Kunpeng industry was approximately 26 billion yuan last year, and it is expected to surpass 36 billion yuan this year [1] Company Overview - Kunpeng is a general-purpose processor series designed by Huawei based on ARM architecture, primarily used in servers and cloud computing data centers [1] - Kunpeng is a core part of Huawei's computing industry strategy, operating alongside Ascend (AI chips) to target general computing and intelligent computing [1] - The Kunpeng 920 chip was first released by Huawei in 2019, along with the launch of the "TaiShan" server based on this chip [1]

Core Viewpoint - The company is actively engaging in strategic investments aligned with national priorities, particularly in the semiconductor and hard technology sectors through the participation in the Chuangdong Houze Fund [1] Investment Focus - The fund has already made decisions to invest in several high-quality projects within the integrated circuit sector, focusing on upstream core areas of the semiconductor industry chain [1] - Current investments include a CPU chip design company specializing in RISC-V architecture, which is crucial for domestic CPU replacement and future expansion into specialized processors [1] - Another investment is in an advanced RF front-end module company, which is leading in 5G communication, low-orbit satellites, and IoT modules, already achieving mass production for branded smartphones [1] Future Outlook - The company recognizes the strategic importance of GPUs as key hardware for AI, intelligent computing, and graphics processing, and plans to continue leveraging the fund platform to explore investment opportunities in GPU, AI acceleration chips, and high-performance computing [1] - The company aims to identify quality projects that can synergize with its main business in critical IP, advanced processes, Chiplet advanced packaging, and key equipment and materials in the semiconductor industry [1] - Several semiconductor industry chain enterprises are currently under evaluation for potential investment, with plans to proceed in compliance with legal and regulatory standards and to inform the market upon meeting disclosure requirements [1]

Core Insights - The company reported a revenue of 5.85 billion yuan for the first half of the year, representing a year-on-year growth of 2.41% [1] - The net profit attributable to shareholders was 729 million yuan, showing a significant year-on-year increase of 29.39% [1] - Basic earnings per share stood at 0.5 yuan per share [1] Business Development - The company continues to advance its research and manufacturing in high-end computers, storage, security, and data center products, with a particular focus on digital infrastructure and intelligent computing [1] - An upgraded super-intelligent integration solution was launched, enhancing the compatibility and efficiency of services through deep integration of high-performance computing and artificial intelligence technologies, facilitating the application of large model training and inference [1] - Positive progress was made in storage products, with the ParaStor series storage systems receiving high market recognition and winning bids for distributed storage procurement from China Mobile for six consecutive years [1] - The FlashNexus series all-flash storage performed excellently in international storage performance committee tests, earning multiple industry awards [1] - The company is expanding its business in cloud computing services and data center construction, introducing several innovative services to further enhance market competitiveness [1]