Core Insights - The strategic value of computing power has transcended its technical boundaries, becoming a key variable in reshaping industry structures [1] - The investment scale of the AI-related ICT market in China is expected to reach 1.6 trillion yuan by 2025 and grow to 3.5 trillion yuan by 2028 [1] - The rapid evolution of large model technology is driving industries towards digital and intelligent transformation, presenting challenges such as "computing power selection difficulties" and "ambiguous transformation paths" for many enterprises [1][2] Industry Trends - China ranks second globally in total computing power, with 10.85 million standard racks in use and an intelligent computing power scale of 788 EFLOPS as of mid-2023 [2] - The demand for autonomous innovative computing power is rapidly increasing, with expectations that it will account for nearly half of the market share by the end of this year [4] - The traditional IT architecture is unable to meet the high demands of AI for computing power, data, and real-time processing, leading to the emergence of "data islands" [2][3] Technological Developments - The rise of autonomous innovative computing platforms is becoming mainstream, with a shift in computing demand structure from training to inference [4] - Huawei's Kunpeng and Ascend platforms are expected to play a crucial role in the growth of the computing industry in China, with an anticipated 80% growth in 2024 [4] - The architecture for intelligent transformation includes five layers: intelligent perception, intelligent connection, intelligent foundation, intelligent platform, and AI models, providing a clear framework for enterprises [7][8] Application Cases - The Turing Medical Monitoring System utilizes the Ascend computing platform for real-time monitoring and intervention in epilepsy patients, significantly reducing the risk of disease deterioration [5] - The Turing Intelligent Legal System automates the generation of legal documents and improves efficiency in document review by over 80% [6] Strategic Initiatives - Huawei aims to provide customized digital transformation solutions by integrating various elements into an "Industry Intelligent Reference Architecture" [7] - The "Three Layers, Five Stages, Eight Steps" methodology offers a comprehensive roadmap for enterprises to navigate their transformation processes [8] - Huawei emphasizes collaboration with partners to extend the advantages of Kunpeng and Ascend technologies across various industries, driving innovation and accelerating digital transformation [9]

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]