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之江实验室:贡献全球科技公共产品
Ke Ji Ri Bao· 2025-09-29 23:54
成立于2017年9月的之江实验室,是浙江省举全省之力打造的非营利新型研发机构。该实验室致力于建 设服务支撑浙江创新发展的策源地,打造世界领先水平的科技创新基地和新型举国体制浙江路径的实践 样板。 之江实验室聚焦智能计算,瞄准国家战略前沿、科技创新变革、战略产业创新三大战略需求,重点推 进"三体计算星座"、021 LSM大科学模型等科研任务。 当前,之江实验室积极践行开放科学行动,打造开放创新基础设施zero2x,以及地学领域大模型 GeoGPT和天文领域大模型OneAstronomy等全球科技公共产品,以"共商、共建、共享、共发展"的开放 创新机制,助力打造人工智能创新发展高地,让人工智能成果更好惠及全球。 (文章来源:科技日报) ...
9月26日,895创业营(第十六季)DemoDay“智”等您来!
半导体行业观察· 2025-09-23 01:08
公众号记得加星标⭐️,第一时间看推送不会错过。 涵盖算力基础设施、智算软件算法 张江高科895创业营(第十六季)智算专场 行业应用场景 等多个前沿方向 以 "智联未来,算动芯生态" 为主题 自今年5月开营以来,本季创业营陆续举办了开营仪式、895课堂、产业沙龙、创业征途等系列精彩活 动。经过数月的深度孵化和加速培育,现即将迎来最令人期待的DemoDay决赛路演环节! 聚焦人工智能与智能计算领域 本次DemoDay将优中选优,精选6家最具潜力的入营项目进行路演展示,全方位展现智算领域创新成 果。现诚挚邀请各位投资人与产业内专家莅临活动现场,与智算赛道优秀创业者面对面交流,共同见 证创新力量的绽放! 挖掘了21家智算创新企业入营 扫描二维码报名 江原芯科技(上海)有限公司 致力于国产全供应链AI大芯片与智算平台的研发,已经正式量产国内第 一款全国产自主研发和大陆境内工艺制造的人工智能大模型计算芯片,实现了从设计、制造、封装的 全流程本土化,成功突破了AI芯片"卡脖子"问题,有力推动了国产高端芯片的完全自主可控。 上海云脉芯联科技有限公司 是国内高性能网络互联芯片领军企业,产品主要面向智算互联及云数据中 心等算力基 ...
华为副总裁马海旭:鲲鹏产业规模今年有望突破360亿元
Mei Ri Jing Ji Xin Wen· 2025-09-18 09:50
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]
瑞德智能(301135.SZ):通过参与创东方厚泽基金积极布局半导体等硬科技核心领域
Ge Long Hui· 2025-09-01 07:16
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]
中科曙光(603019.SH)上半年净利润7.29亿元,同比增长29.39%
Ge Long Hui A P P· 2025-08-28 11:43
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]
【私募调研记录】诚盛投资调研德赛西威
Zheng Quan Zhi Xing· 2025-08-22 00:10
Group 1 - The core viewpoint of the news is that Chengsheng Investment has conducted research on Desay SV, revealing significant growth in revenue and profit for the first half of 2025, along with strong performance in smart driving and smart cockpit businesses [1] - Desay SV achieved operating revenue of 14.644 billion yuan, a year-on-year increase of 25.25%, and a net profit of 1.223 billion yuan, a year-on-year increase of 45.82% [1] - The company has secured new project orders with an annualized sales amount exceeding 18 billion yuan and has established overseas branches in multiple countries, with factories in Indonesia and Mexico already in production [1] Group 2 - The smart driving business generated revenue of 4.147 billion yuan, reflecting a year-on-year growth of 55.49%, and the company holds the largest market share in domestic auxiliary driving domain controllers [1] - The smart cockpit business reported sales of 9.459 billion yuan, with an 18.76% year-on-year increase, and the fourth-generation smart cockpit has entered mass production while the fifth-generation platform has received new project orders [1] - Desay SV is focusing on technology research and development, expanding its intelligent computing center, and has validated its integrated cockpit and driving solutions through real vehicle tests [1]
共筑算力新生态 恒扬数据携手华为发布智能计算新品
Sou Hu Cai Jing· 2025-08-16 06:05
Core Insights - The event themed "Kunpeng Ascending Everywhere, Achieving Great Business" was successfully held, focusing on the integration of intelligent computing technology with industry [1] - Huawei and Hengyang Data jointly launched the Hengyang Data K+A integrated machine and SempFusion intelligent computing platform [1][8] Industry Trends - Global computing power demand is increasing exponentially, necessitating a shift from single technology breakthroughs to deep empowerment across various industry scenarios [2] - The need for ecological collaboration to break down "technology silos" and foster innovation in the industry is emphasized [2] Company Strategies - Huawei aims to build an open and collaborative computing ecosystem through its core technologies, Kunpeng and Ascend, to enhance the usability of computing power [4] - Hengyang Data's collaboration with Huawei focuses on creating innovative products and solutions in the intelligent computing field, facilitating digital transformation for enterprises [6] Product Launches - The K+A integrated machine, a flagship model combining SK90 intelligent computing machine and Ascend acceleration card, was officially launched, marking a significant step in enhancing computing power usability [8] - The SempFusion intelligent computing platform was unveiled, representing a new phase of collaboration between Huawei and Hengyang Data, integrating hardware and software solutions [8] Ecosystem Development - The partnership between Huawei and Hengyang Data demonstrates the commercial value of their technologies and the power of a collaborative ecosystem [9] - Various companies showcased applications of AI in different sectors, leveraging Huawei's computing power foundation to enhance business capabilities [9]
恒扬数据与华为联合发布新品,共探智能计算技术与产业融合新路径
Sou Hu Cai Jing· 2025-08-16 01:10
Core Insights - The event "2025 Huawei Shenzhen Government & Enterprise and Hengyang Data New Product Launch and Experience Activity" focused on the integration of intelligent computing technology and industry, aiming to explore how intelligent computing can better serve various sectors [1] - Huawei and Hengyang Data unveiled two innovative products: the Hengyang Data K+A integrated machine and the SempFusion intelligent computing platform, marking a new phase in their collaboration in the intelligent computing field [1][3] Group 1: Industry Trends - The global demand for computing power is rapidly increasing, with artificial intelligence technology transitioning from laboratories to deeper industry applications, necessitating an open and collaborative computing ecosystem [1][3] - The need for specialized and integrated computing power is growing as enterprises face challenges in technology implementation, particularly in the context of AI model parameters exceeding one trillion [3] Group 2: Company Collaboration - Huawei is committed to building an open and collaborative computing ecosystem through its core technologies, Kunpeng and Ascend, and its partnership with Hengyang Data aims to enhance computing power and support intelligent transformation across industries [3] - Hengyang Data's collaboration with Huawei focuses on creating a series of intelligent computing products and solutions to empower enterprises in their digital transformation [3] Group 3: Product Launch and Features - The K+A integrated machine is the first flagship model officially launched by a partner in South China, designed to help enterprises quickly achieve AI-driven transformation [3] - The SempFusion intelligent computing platform aims to provide full-stack AI support, activating knowledge assets for enterprises [5] Group 4: Practical Applications - Industry partners shared practical cases, such as Eden Software's eCopilot series, which leverages Huawei's computing foundation to offer end-to-end smart office capabilities [5] - Mingtai Intelligent showcased the application of AI in government scenarios, with its AI digital human integrated machine already implemented in various governmental fields [5]
首都在线股价下跌3.42% 公司加速向智能计算转型
Jin Rong Jie· 2025-08-14 18:10
Group 1 - The stock price of Capital Online is reported at 21.15 yuan as of August 14, 2025, with a decrease of 0.75 yuan from the previous trading day [1] - The trading volume on that day was 594,042 shares, with a total transaction amount of 1.277 billion yuan [1] - Capital Online operates in the internet services industry, primarily focusing on cloud computing services [1] Group 2 - The company is accelerating its transition from traditional cloud computing to intelligent computing by reserving cabinet resources that meet intelligent computing demands [1] - Capital Online aims to build a nationwide dispatchable intelligent computing network through the establishment of core intelligent computing nodes [1] - The intelligent computing cloud business has become the main driver of the company's performance growth, enhancing its market competitiveness and supporting rapid business growth [1] Group 3 - On August 14, the net outflow of main funds was 184.0641 million yuan, with a cumulative net outflow of 308.8591 million yuan over the past five days [1]
首都在线:公司正加速从传统云计算向智能计算转型
Zheng Quan Ri Bao· 2025-08-14 11:13
(文章来源:证券日报) 证券日报网讯首都在线8月14日在互动平台回答投资者提问时表示,面向智算时代的挑战与机遇,公司 正加速从传统云计算向智能计算转型,并取得了优异的成绩,智算云业务已成为推动公司业绩增长的主 要动力。公司通过储备符合智算需求的机柜资源(高电及液冷系统),构建满足核心智算需求的节点, 打造全国范围内的可调度智算网络,以支撑公司业务的快速成长,进一步提升市场竞争力。 ...