在现场，陈振宽重点介绍了联想正在构建的多元AI算力基础设施。在计算力领域，联想拥有大模型训 练、推理、训推一体、边缘推理在内的AI全场景服务器产品组合以及"1+3+N"长期发展架构，即1个系 统架构、3个CPU平台、兼容多厂GPU；在存储力领域，既提供大容量、高密度、绿色节能的核心存 储，也发布了最新的全闪软件定义存储；在运载力领域，推出AI RoCE智算网络方案，为用户的AI场景 提供高速率、低延迟的网络支撑。同时他也强调，"计算力、存储力、运载力的高效融合，将为客户的 智能之路提供全面的支撑。" 联想万全异构智算平台是联想在AI算力领域的重要创新之一。陈振宽介绍："这一平台已升级至3.0版 本，在原有五大差异化技术的基础上，全新发布了四大创新技术，为模型发展新趋势提供精准支 撑。"以此为基础，针对集群算力调优、AI一体机管理调优、高性能计算优化，联想推出三大管理平 台，支撑客户多元算力优化需求。 同时，联想此次携手异构智算产业生态联盟及众多生态伙伴共同发布了最新的《2025AI方案赋能白皮 书》，内容涵盖了联想对最新产业趋势、技术创新的理解和思考，以及与万全生态合作伙伴共同完成的 最佳技术创新与实践，同时 ...

"举个例子，医生要想给远在千里之外的病人操刀做手术，这对网络有极高的要求：超低时延、超低抖动、极致安全的网络才能保障，而 现在，我们的确定性网络就可以做到。"山东未来集团产品研发与技术部副总经理郭振兴向记者介绍道，作为全球首张确定性网络，目前 已覆盖山东全省16个市、13000公里，实现了 20μs级时延抖动、零丢包的确定性控制，网络性能达到了国际领先水平。 什么是确定性网络？ 我们日常生活中浏览网页、收发文件、看网络视频等，这类应用对网络传输的确定性要求不高，但是网络稳定性和安全性这些问题在金 融、医疗、文化、政务等重点领域就显得极为重要。确定性网络是一种新型网络技术，其具有"大带宽、低延时、低抖动、高可靠、高安 全"等优点，可以有效解决传统网络数据传输中的拥堵、延迟、抖动等痛点问题。 （确定性网络架构图） 郭振兴向我们作了生动的比喻：如果把传统网络比作"普通马路"，它面临延时、抖动、丢包等不稳定因素影响，面临海量数据 （603138）时，便会陷入类似"堵车"的网络卡顿困境，那么确定性网络就如同"专用车道""高速公路""高铁"，运行更加稳、准，且时延 抖动是可控的，可按用户需要提供定制服务，能有效解决工业制 ...

Core Insights - The event held by Shandong Provincial Government showcased the strength of Shandong's artificial intelligence (AI) products and discussed new opportunities for industrial development in the intelligent era [1][8]. Group 1: Company Overview - Inspur Group, as a leading enterprise in Shandong's AI industry chain, demonstrated its AI factory that addresses the urgent demand for "miniaturized, specialized, and decentralized" computing power services [5]. - The AI factory integrates data, equipment, and experimental research, featuring a production system with 61 detailed processes and 113 specialized tools, increasing the annual production capacity to over 1,000 customized models and reducing delivery time from 90 person-days to 20 person-days [5][6]. Group 2: Industrial Impact - The factory provides a "full-stack manufacturing" service, not just computing power, enabling efficient customization and mass production of models and intelligent agents across various industries [6]. - The core engine of the factory, the Hai Ruo large model, has developed specialized model libraries covering multiple sectors such as manufacturing, government, and water conservancy, enhancing operational efficiency in over 40 high-value scenarios [7]. Group 3: Ecosystem Development - Inspur is building a distributed intelligent cloud network with 122 cloud centers and 557 distributed cloud nodes, aiming to make computing power as accessible as water and electricity [8]. - The factory serves as a hub for an open ecosystem, collaborating with over a thousand domestic and international partners to promote AI from isolated breakthroughs to system-level collaboration, facilitating "technology equality" and "model accessibility" [8].

Core Insights - The AI industry is evolving rapidly, with increasing demands for foundational infrastructure as it transitions into the era of large models [1][3] - The AI computing power market in China is projected to reach $25.9 billion (approximately 185.66 billion RMB) by 2025, with a year-on-year growth of 36.2% [3] - The development of AI is pushing for a more inclusive computing power model, particularly for small and medium enterprises (SMEs) [5][6] Group 1: Market Trends - By 2026, the AI computing power market is expected to grow to $33.7 billion (approximately 241.58 billion RMB), which is 1.77 times the size of 2024 [3] - The demand for computing power is increasing at a rate of tenfold annually, especially with 2025 being recognized as the year of intelligent agents [6] - Current trends indicate that many AI companies spend over 60% of their R&D costs on computing power, highlighting a mismatch in resource allocation [6] Group 2: Technological Developments - The introduction of the "New Start" product by Jiuzhang Yunjing includes features like multi-user dialogue hubs, agent factories, and intelligent knowledge bases [7] - The company has developed a unique "one-degree computing power" measurement standard and a "pay-per-degree" billing model, which can reduce total cost of ownership (TCO) by up to 60% [7] - The Jiuzhang Yunjing cloud platform, based on Serverless technology, has improved end-to-end performance by five times [7] Group 3: Strategic Focus - Jiuzhang Yunjing aims to make computing power accessible to SMEs, transforming it from a luxury to a necessity [5][6] - The company is focusing on creating a collaborative ecosystem for computing power, allowing for low-barrier access and integration of services [6][7] - The firm has launched specific computing power and channel policies for the Shanghai market, enhancing service adaptability [7][9]

Core Viewpoint - The cloud terminal market is experiencing significant growth, with a projected market size exceeding $28 billion by the end of 2024 and a compound annual growth rate (CAGR) of 18.5% [3][4]. Market Overview - By the end of 2024, the global cloud terminal market is expected to surpass $28 billion, with a CAGR of 18.5%, indicating that the market could double in less than four years [3][4]. - In China, the cloud terminal market is projected to reach a total shipment volume of 4.217 million units in 2024, representing a year-on-year growth of 40% [6]. - The Chinese market holds a 35% share of the global cloud terminal market, making it a leader in this sector [3]. Industry Players - Numerous players are entering the cloud terminal market, including major companies like Huawei, Dell, HP, ZTE, and various telecom operators such as China Mobile, China Telecom, and China Unicom, as well as tech giants like Baidu, Alibaba, and Tencent [7]. Technological Foundation - The concept of "cloud terminal" is defined as a new type of terminal that utilizes cloud computing to migrate computing, storage, applications, and AI capabilities from local devices to the cloud, providing a seamless user experience [12]. - Cloud terminals, such as cloud phones and cloud PCs, allow users to perform high-performance tasks on low-spec devices by leveraging cloud resources [14]. Challenges and Solutions - The primary challenge in the cloud terminal market is the complexity of integrating various technologies across the entire information chain, including storage, computing, network transmission, and hardware [17][18]. - Huawei is positioned as a key player capable of addressing these challenges by integrating its expertise in networking, data transmission, and cloud computing [20][22]. Product Innovations - Huawei's CloudDevice series includes a range of products such as cloud phones, cloud PCs, and cloud gaming devices, which aim to enhance user experience through multi-device collaboration and high-quality performance [9][26]. - The CloudDevice platform supports high-definition streaming and low-latency interactions, achieving performance metrics that have received industry recognition [25][34]. Market Applications - The commercial market for cloud terminals is expected to see significant growth, with a projected shipment of 3.38 million units in 2024, driven by sectors such as education, manufacturing, and finance [29]. - Huawei's collaboration with telecom operators on projects like cloud phones and cloud spaces has resulted in substantial user growth and engagement [31]. Future Outlook - The cloud terminal industry is anticipated to experience explosive growth in 2025, driven by advancements in AI, 5G, and edge computing technologies [37][39]. - The convergence of consumer, business, and government demands is expected to be a key driver of market expansion, positioning the cloud terminal sector as a significant player in the tech landscape [39].

Core Insights - The development of large AI models is driving a significant increase in demand for computing power, with a projected annual growth rate of 10 times as AI evolves from version 1.0 to 2.0 [1] - ZTE Corporation has established a dual-driven strategy of "Connectivity + Computing Power" to become a leader in the "network connectivity + intelligent computing power" sector, emphasizing the importance of AI integration in various industries [3][4] - The global AI market is expected to exceed $800 billion by 2028, with a compound annual growth rate (CAGR) of over 32%, indicating substantial investment opportunities in AI technologies [4] Industry Developments - ZTE's revenue for Q1 this year reached 32.97 billion yuan, a year-on-year increase of 7.8%, with over 35% of revenue coming from its second curve business focused on computing power and terminals [5] - The company is focusing on three key areas in AI: enhancing ICT infrastructure solutions, developing AI terminal applications, and promoting AI innovation for broader application [5][6] - ZTE has launched the AiCube DeepSeek intelligent computing integrated machine, which is already being applied in sectors such as education, healthcare, steel, and automotive [5] Challenges and Solutions - Industry clients face challenges such as data pollution, high costs of data collection, and long business cycle times for AI technology updates [9] - ZTE has upgraded its digital cloud platform to address these challenges, facilitating better integration of AI into business operations [9] - The introduction of the "Xingyun Intelligent Agent" marks a new phase in the deployment of enterprise-level intelligent agents, aimed at lowering the technical barriers for AI model commercialization across various industries [10]