Core Insights - Huawei's computing-related business is rapidly developing in the AI era, with plans for continued investment in the computing industry [1] - The company reported a 25% year-on-year growth in its government and enterprise business in China for 2024, with the computing sector growing by 80% [1] - Huawei aims to enhance its partner ecosystem, with a target of increasing the number of gold and silver partners by 25% and commercial transaction partners by 22% in 2024 [1] Group 1 - Huawei's computing products will undergo a comprehensive upgrade by 2025, with open access to Kunpeng modules and Ascend boards [1] - The number of certified APN partners has reached nearly 30, while KPN partners exceed 20, indicating significant growth in both quantity and quality of partnerships [1][2] - The Ascend division is focused on supporting partners with a range of AI solutions, offering nine types of component products to meet development needs [1] Group 2 - By the second half of 2025, Ascend plans to implement a strategy covering edge scenarios from low to high computing power, with a focus on Atlas 300I A2 and 310 modules [2] - The CANN framework will be fully open-sourced by the end of 2025, facilitating scenario-based innovation [2] - The Kunpeng architecture is experiencing rapid growth, with a computing power increase ten times that of x86, establishing itself as the preferred choice for autonomous innovation [2] Group 3 - IDC highlights that digitalization and intelligence are becoming new engines for economic growth, with significant increases in spending on digital transformation in China [3] - The demand for computing power is surging, driven by the rapid growth of AI infrastructure and the shift in demand structure from training to inference [3] - The infrastructure for intelligent computing must feature high-performance multi-core processors and acceleration technologies tailored for AI applications [3]