● 本报记者 王婧涵 从年初阿里宣布未来三年投入3800亿元建设云和AI硬件基础设施，到百度昆仑芯签下中国移动大额订 单，市场对AI芯片的强劲需求，推动国内芯片厂商和互联网大厂利用英伟达芯片供应不稳定的窗口期 全力抢占市场。 行业人士普遍认为，当前在AI推理芯片上，国内如寒武纪、海光信息、摩尔线程等公司的产品能力已 经不错，未来几年国产芯片的发展前景广阔，但仍需在生态建设上持续发力。 大厂加码AI基础设施 Bernstein7月发布的研报表示，英伟达芯片供应的不确定性为国内AI芯片供应商创造了市场机遇，预计 2025年国内AI芯片需求将达到395亿美元，AI芯片市场的本土化率将从2023年的17%增长至2027年的 55%。 近年来，AI需求的爆发让相关企业成为市场的焦点。事实上，国内大厂对AI芯片等基础设施的布局早 已展开。2018年，阿里成立平头哥，华为发布两款昇腾AI芯片，百度启动昆仑芯研发等众多重要事件 集中爆发，头部企业对AI芯片的产业化布局便已初见雏形。 阿里、百度等企业一方面持续加码AI基础设施投入，保持资本开支高增长；另一方面也开始积极寻求 外部订单，推进自研AI芯片的商业化。 8月底昆仑芯宣 ...

Core Insights - Blackbaud is enhancing K-12 independent schools' technology capabilities through its flexible partner ecosystem, allowing for customized software solutions tailored to specific needs [1][2][3] Group 1: Blackbaud's Offerings - Blackbaud's Total School Solution enables schools to improve enrollment, retention, family engagement, and academic programs by providing a comprehensive software suite [3] - The SKY API® facilitates easy customization of software solutions, ensuring schools can leverage the latest innovations while maintaining reliability [2][3] - Integration with various partners, such as Odin and BrightArrow, allows schools to streamline operations and enhance communication and payment processes [3][4] Group 2: Partner Solutions - Almabase offers a platform for digital engagement and fundraising, ensuring data consistency across systems through integration with Blackbaud's Raiser's Edge NXT® [5] - August Schools provides a centralized hub for student health and wellness information, improving efficiency and data-driven decision-making [5] - BrightArrow specializes in customized communication solutions, enhancing emergency notifications and mass communication capabilities for schools [5][6] Group 3: Company Background - Blackbaud is a leading software provider focused on social impact, serving nonprofit and education sectors, with over $100 billion managed through its platforms annually [8] - The company has been recognized in various lists for its responsible business practices and employee satisfaction [8]