数字经济浪潮奔涌，算力已经成为衡量经济社会发展水平的关键指标。随着"东数西算"工程的深入实 施，曾经深居西部"内陆腹地"的贵州，正凭借全国领先的算力底座加速向"数字高地"转型，跳动着发展 新质生产力的强劲脉搏。深黔两地跨越千里的"算力握手"，不仅为数字中国建设提供了生动样本，更揭 示了区域协调发展在数字时代的崭新逻辑。 "十四五"时期，贵州数字经济实现了从"量"到"质"的根本性跃迁。数智产业规模年均16.2%的增速，折 射出政策的前瞻性，体现了算力结构的战略性优化。从过去的"冷数据"存储，到如今智算占比超过 97%、算力总规模预计达到150EFLOPS的跨越，贵阳贵安已成为全国智算能力最强、资源最多的地区之 一，为面向全国提供稳定、集约、高效的算力保障奠定了坚实基础。这种从无到有的飞跃，吸引了华为 云全国总部等龙头企业落地，带动了从算力运营到数据标注的全产业链聚势而起，使"建算力、到贵 州，用算力、到贵州"成为行业共识，数智技术转化为实实在在的产业向心力、区域竞争力。 "建得多"更要"用得好"。贵州大力推动算力赋能实体经济，数字产业规模保持较快增长，软件和信息技 术服务业收入实现跨越式提升。云服务、数据标注、 ...

新华财经上海12月26日电（记者高少华）人工智能时代，以图形处理器（GPU）为代表的AI芯片成为 驱动数字经济发展的重要引擎。2025年国产GPU行业迎来历史性发展机遇，关键技术加速突破，产业生 态日益完善，资本市场更是掀起了首次公开募股（IPO）热潮，彰显了市场对国产"硬科技"赛道的高度 认可。业内专家指出，国产GPU的快速发展，不仅为人工智能等前沿产业提供了算力保障，更从供应链 安全层面，为经济高质量发展构筑了自主可控的安全底座。 近年来人工智能大模型席卷全球，驱动各行各业算力需求爆发式增长，"算力就是生产力"成为业界共 识，我国也在加快构建强大的算力基础设施，智能算力产业取得显著进展，算力规模持续快速提升。 人工智能芯片是算力产业发展的重要基石。当前，我国正全力推进国产GPU芯片及其配套生态系统建 设。中国通信工业协会数据中心委员会发布的《全球重点区域算力竞争态势分析报告（2025年）》显 示，我国算力技术的自主性建设正经历从"可用"到"好用"的关键转型期。2025年，阿里巴巴、腾讯、字 节跳动等头部科技企业的人工智能算力投入预计将达4500亿元，其中30%用于国产芯片验证与适配。 2025年，超节点成 ...

2025年AI正从"工具时代"迈向"伙伴时代"，2026年的AI发展态势渐渐清晰。12月10日，量子位智库发布 《2025年度AI十大趋势报告》（以下简称《报告》）。《报告》基于基础设施、模型进化、应用版图 等四部分进行总结，其中有关应用的趋势占有四席，分别涉及流量入口、多模态、AI硬件和AGI（通用 人工智能）。来自学术和产业一线的参与者对具身智能等热门领域做了复盘和展望，可以说AI的上半 场属于想象力，下半场属于执行力。 算力经济是智能产业第一大引擎，全球范围内，对AI算力的需求正以前所未有的速度增长，这直接推 动了超大规模数据中心的建设。这些数据中心不再只是传统意义上的服务器托管场所，而是演变为单个 AI公司主导的、集成了海量计算、存储和网络资源的算力工厂。 云计算厂商的投资重点从传统的通用计算资源向满足AI需求的专用算力基础设施倾斜，云厂商与AI企 业的合作模式从简单的资源租赁关系，演变为深度绑定的战略合作关系。 相应地，越来越多的AI原生需求正在重塑芯片创新，大市场大生态打开了时代"芯机遇"。具体体现在， GPU（图形处理器）主导地位受到挑战，NPU（嵌入式神经网络处理器）在端侧普及，ASIC（定制 ...

2025年AI正从"工具时代"迈向"伙伴时代"，2026年的AI发展态势渐渐清晰。12月10日，量子位智库发布《2025年度AI十大趋势报告》（以下简称《报 告》）。《报告》基于基础设施、模型进化、应用版图等四部分进行总结，其中有关应用的趋势占有四席，分别涉及流量入口、多模态、AI硬件和AGI（通 用人工智能）。来自学术和产业一线的参与者对具身智能等热门领域做了复盘和展望，可以说AI的上半场属于想象力，下半场属于执行力。 在模型方面，预训练决定大模型格局梯队，架构创新决定预训练水平。模型架构持续突破，在算力约束下，混合专家模型成为主流选择。这种"大参数、小 激活"的设计让模型可以在不显著增加成本的情况下扩充容量。中国头部模型团队正普遍采用这一思路。 同时，2025年，大模型落地进入"推理时间"。模型在多模态深度推理、自适应推理、边缘推理加速等方面持续突破，任务复杂度推动推理框架持续进化。 算力经济成引擎 芯片、云、模型、终端等关键环节，构成了当下AI产业最具代表性的全栈力量，各个环节的发展相互作用。 在基础设施方面，《报告》聚焦算力和芯片。 算力经济是智能产业第一大引擎，全球范围内，对AI算力的需求正以前所未 ...

现场，还举行了渝中区第四季度重点招商项目集中签约仪式。签约项目达44个，涵盖人工智能、算力服 务、金融商贸、大健康、城市更新等领域，总投资额132亿元。其中，10家企业代表与重庆市算力产业 园签约，将构建"算力供给—场景应用—产业赋能"的良性发展闭环。 活动还设置政策发布、成果发布环节，集中展现"AI+算力"融合应用的创新成果，为重庆市内外企业参 与算力产业发展提供有力支撑。(完) （文章来源：中国新闻网） 中新网重庆11月26日电(记者钟旖)重庆市算力产业园26日在重庆市渝中区揭牌。 据介绍，该产业园将聚焦算力、算法、数据"三要素"，加速市场主体培育与产业生态构建，助力当地算 力经济、人工智能等产业发展。目前，产业园已集聚视联动力信息技术股份有限公司、中电算力科技应 用(北京)有限公司、重庆星威视科技有限公司等龙头企业入驻。 当天，"重庆市算力产业协会"同步揭牌。作为重庆算力产业发展的核心纽带与重要平台，协会将以"凝 聚行业共识、搭建协作桥梁、完善产业生态、赋能创新发展"为宗旨，整合多方资源，聚焦算力基础设 施建设、技术创新突破等关键领域，搭建交流合作平台，推动算力产业高质量发展，为重庆数字经济转 型升级注 ...

Core Insights - The 2025 Global Computing Conference (CGC2025) was held in Shenzhen, focusing on the theme "Building New Foundations, Empowering New Capabilities, Embracing New Opportunities in AI" [2] - The Global Computing Alliance (GCC) released over 20 significant outcomes, establishing a comprehensive end-to-end industrial development framework that supports the growth of the global computing industry [2] - The GCC introduced the annual industry trend report "Top Ten Trends in Global Computing (2026)," which will serve as a regular reference for global computing development [2] Industry Research and Standards - The GCC's various branches showcased significant achievements, including the release of the "Intelligent Computing Service Case Collection," demonstrating the effectiveness of intelligent computing in cost reduction and resource optimization [3] - The Green Computing Industry Development Committee published the first compatibility certification standards for Arm architecture computing platforms, enhancing system reliability and reducing development costs [5] - The new BIOS Professional Committee introduced the "Unified Basic Input/Output System (UBIOS) Infrastructure Specification," aimed at improving compatibility and efficiency for heterogeneous computing [5] Technological Innovations - The Open AI Infra community launched standards for liquid cooling technology and a whitelist for testing, promoting the standardization and scalability of liquid cooling solutions [5] - Innovations in energy-saving and carbon reduction were highlighted, including the "Large Temperature Difference Cooling System White Paper," which provides a roadmap for data center cooling systems [6] - The GCC released the "2025 Annual Global Computing Industry Application Case Collection," featuring nearly 60 benchmark cases across various sectors, showcasing the application of computing technology [8] Organizational Structure and Future Directions - The GCC has established six industry development committees and six professional committees, creating a collaborative framework that covers the entire industrial development cycle [8] - The alliance has published over 15 industry research reports, 20 group standards, and conducted more than 50 industry exchange activities, building a comprehensive matrix of outcomes [8] - The GCC aims to deepen international cooperation and innovation collaboration, continuously enriching its outcome system to promote sustainable development in the global computing industry [9]

Core Insights - Lenovo has once again secured the top position in the 2025 China High-Performance Computing (HPC) TOP100 list with 43 systems, marking its 11th consecutive year as the leader in quantity share [1] - The company has been recognized as a "Leading Enterprise in Computing Power" in China, with its "Lenovo Wanquan Large Model Training and Inference Integrated Solution" being selected as a classic case in the 2025 China Computing Power Applications [1] - The China Supercomputing Conference introduced the concept of "Computing Power Economy," focusing on the direction and pathways for the new computing power industry in the era of computing power economy [1] Market Trends - The demand for computing power is shifting from training to inference and post-training stages, with a predicted global spending on generative AI reaching $644 billion by 2025, a 76.4% increase from 2024, with approximately 80% allocated for AI hardware [2] - The "Super Intelligence Fusion" technology is becoming a mainstream trend to address the challenges posed by AI large models, enabling high-end intelligent computing centers to meet diverse computing power needs across various industries [2] Company Performance - Lenovo ranks among the top three in the Chinese AI server market based on sales revenue in the first half of 2025, attributed to its continuous innovation in server hardware and AI computing power optimization [3] - The company has launched three families of servers: data processing computing servers, AI training computing servers, and inference application computing servers, enhancing its AI infrastructure layout [3] Case Studies and Achievements - Lenovo's "Wanquan Large Model Training and Inference Integrated Solution" has achieved significant results in various sectors, including a 30% to 60% improvement in MFU in national-level high-quality AI cluster scenarios [4] - The company has established benchmark cases across multiple industries, including education, manufacturing, and finance, showcasing its successful implementation of AI solutions [4]

Core Insights - The Chinese automotive industry is in a competitive race for intelligent driving, with the "14th Five-Year Plan" emphasizing the need for smart and integrated development, accelerating the transition to intelligent and green manufacturing [1][2] - AI capabilities are becoming a new valuation anchor for automotive companies, shifting the focus from mechanical performance to intelligent experiences, with significant implications for investment and market perception [2][4] - The industry is witnessing a shift from hardware competition to software competition, with companies either developing their own chips or forming closer ties with chip manufacturers to define the next generation of computing architecture [4][7] Industry Trends - The integration of AI with manufacturing is expected to create new business models, such as "software-defined vehicles" and service-oriented manufacturing, as highlighted in the "14th Five-Year Plan" [2][4] - The competition in intelligent driving is characterized by a "computing power arms race," with companies investing heavily in AI capabilities both in the cloud and on vehicles [2][3] - The automotive sector is evolving into a comprehensive industry that integrates advanced technologies from AI, energy, chips, and digital services, reflecting a significant transformation in its operational landscape [7][9] Technological Developments - The computational power of in-vehicle intelligent chips is advancing from 500-600 TOPS to over 2500 TOPS, enabling more complex real-time decision-making [3] - The relationship between automotive and chip industries is becoming increasingly symbiotic, with the potential for vehicles to act as distributed computing nodes in the digital economy [8] - The emergence of personalized insurance and services based on user driving behavior data indicates new revenue streams and business opportunities within the automotive sector [8] Strategic Collaborations - The current competitive landscape features three main collaboration models: Huawei's full-stack solutions, Momenta's technology supply approach, and self-research strategies by companies like BYD and Li Auto [7] - The integration of intelligent driving technology is not only reshaping the automotive industry but also connecting it with other sectors, such as robotics, as seen with the development of humanoid robots by companies like Tesla and XPeng [6][7]

Core Insights - The ChinaSC 2025 conference focused on the theme of "Intelligent Computing Power, Large Models, New Economy," discussing the technological trends and policy directions in China's computing power development [1] - The event featured the release of the "2025 China High-Performance Computing Performance TOP100 Ranking" and the "2025 China Computing Power Leading Enterprises Award" [2] - The AIPerf500 international AI computing power ranking was updated, highlighting the advancements in AI training and inference performance [3][4] Industry Developments - The conference emphasized the importance of AI as a driving force for transformation across various industries, with efficient AI computing power being crucial for the development and implementation of large models [5][6] - The establishment of the Ankang Intelligent Computing Center aims to become a key hub for computing power in Western China, with a target of building a 20,000P cluster [7] - The integration of AI and HPC (High-Performance Computing) was discussed, with innovations in software and algorithms being essential for overcoming structural bottlenecks in traditional HPC applications [8] Technological Innovations - The AIPerf ranking introduced new metrics for evaluating AI computing systems, focusing on training capabilities and inference performance [3][4] - Companies like Beijing Super Cloud Computing Center and Alibaba Cloud were recognized for their high-performance AI computing systems [3] - The development of liquid cooling technology was highlighted as a key innovation for enhancing computing power across various applications [9][10] Strategic Collaborations - A strategic cooperation agreement was signed between the Ankang High-tech Zone Management Committee and the China Intelligent Computing Industry Alliance to foster collaboration in infrastructure, ecosystem development, and technology transfer [11] - The conference also recognized outstanding contributions in the field, awarding several individuals and companies for their achievements in computing power technology [12][13] Future Outlook - The China Intelligent Computing Industry Alliance plans to continue its efforts in promoting the development of the computing power industry, focusing on practical applications and addressing technological challenges [14] - The conference concluded with a strong emphasis on the need for collaboration and innovation to drive the growth of the computing power economy in China [15]

Core Insights - The 7th China Supercomputing Conference concluded with Lenovo achieving the top position in the HPC TOP100 list for the 11th consecutive time, showcasing its strong capabilities in computing infrastructure [1][2] - Lenovo was recognized as a "Leading Enterprise in Computing Power" and its innovative solution was included in the "2025 China Computing Power Application Classic Cases" [1] - The conference introduced the concept of "computing power economy," emphasizing the direction and pathways for the new computing power industry [2] Computing Power Demand - There is a significant shift in market demand from training to inference and post-training phases, leading to explosive growth in inference computing power requirements [3] - Gartner predicts that global spending on generative AI will reach $644 billion by 2025, a 76.4% increase from 2024, with approximately 80% allocated to AI hardware for inference scenarios [3] Lenovo's Technological Innovations - Lenovo has made substantial advancements in server hardware innovation and AI computing optimization, ranking among the top three in China's AI server market sales in the first half of 2025 [4] - The company has introduced a comprehensive range of servers, including data processing, AI training, and inference application servers, to meet the evolving demands of AI applications [4] Industry Applications - Lenovo is driving the large-scale implementation of AI across various industries, including manufacturing, education, and finance, with notable benchmark cases [5] - The "Blue Whale No. 1" liquid-cooled high-performance computing platform was established for Nanjing University, demonstrating high space utilization efficiency with 360 computing nodes and two high-performance storage systems [5] Future Outlook - The year 2025 is anticipated to be crucial for the evolution of global AI infrastructure, with Lenovo's China Infrastructure Business Group planning to expand its business scenarios [6] - The company aims to create a robust computing service engine focused on "AI-driven" and "localized" strategies to support the intelligent transformation of various industries [6]