Key Takeaways IBM watsonx.ai studio offers new foundation models, genAI, and a governance toolkit for enterpriseIBM Concert platform allows comprehensive orchestration of data, security, and AI workflowsIBM Quantum roadmap charts path to quantum advantage in 2026Since one historic American technology company, Intel ((INTC), made big news last week, I wanted to profile another stalwart I've been cheering for.International Business Machines ((IBM) is currently a Zacks #2 Rank because earnings estimates contin ...

截至2025年8月25日 10:33，计算机ETF(159998)一度涨近3%，现涨1.88%，成交5316.23万元。跟踪指数 中证计算机主题指数(930651)强势上涨1.66%，成分股中科曙光(603019)上涨10.00%，协创数据(300857) 上涨9.11%，润泽科技(300442)上涨5.17%，光环新网(300383)，四维图新(002405)等个股跟涨。 截至2025年8月22日，计算机ETF(159998)近1周累计上涨9.24%。计算机ETF(159998)最新规模达37.24亿 元，创成立以来新高。 截至2025年8月25日 10:33，中证沪港深云计算产业指数(931470)强势上涨4.13%，成分股中科曙光 (603019)上涨10.00%，华胜天成(600410)上涨9.98%，中际旭创(300308)上涨9.18%，数据港(603881)，奥 飞数据(300738)等个股跟涨。云计算ETF沪港深(517390)上涨4.24%，最新价报1.62元。拉长时间看，截 至2025年8月22日，云计算ETF沪港深近1周累计上涨9.82%。 流动性方面，云计算ETF沪港深盘中换手7.42 ...

IonQ has taken some pages out of Nvidia's winning playbook.Nvidia (NVDA 1.65%) has been one of the premier stocks to own over the past few years. Its graphics processing units (GPUs) have become the core computing hardware used to handle artificial intelligence (AI) workloads, and there is still a ton of computing capacity that needs to be built out to meet the expected demand. As such, the company is widely expected to produce phenomenal results for the rest of the decade.But what about in the 2030s? By th ...

2025年以来，生成式AI的风潮已经从卷技术，逐渐走向卷应用、但大半年过去了，各行业虽然有不少 应用场景出现，但距离企业级AI应用的"iPhone时刻"似乎又离的很远。 究其原因，一方面是企业内部训练、微调大模型的数据量远远不够；另一方面，在算力利用率、异构多 元算力融合方面，行业仍有一段路要走。 智算行业兴起 从宏观维度看，超智融合不仅能够充分发挥各类算力的优势，实现资源的高效利用，更能为解决复杂的 科学问题、推动产业升级提供强大支撑。 超算与智算、传统数据中心之间最大的差别是应用场景不同。超算主要应用于大规模科学计算、工程仿 真、气象预报、生物信息等领域，这些应用需要处理海量数据和高复杂度计算，对计算性能要求极高。 自从ChatGPT问世之后，生成式AI成为了全球科技圈热议的焦点，而作为生成式AI底层支撑的智能算 力，也迎来了快速增长的时代。据工信部数据显示，截至 2025 年一季度，中国智算规模已达到 748EFlops，占整体算力规模的 35%，智算已经成为算力增长的核心驱动力。 无独有偶，IDC也十分看好中国智算产业发展，IDC数据显示，2025年，中国智能算力规模将达到 1037.3EFLOPS， ...

Core Insights - Huawei showcased its latest achievements in general computing, large model technology, and AI application innovation at the "2025 Huawei Computing Scenario Release Conference and Beijing xPN Partner Conference" [1] - The launch of the "xPN Pioneer Action" aims to support partners comprehensively in research, marketing, supply, and service, focusing on core technologies to create competitive products and solutions for various industries [5] Group 1: Business Performance - In 2024, Huawei's operations remained stable, with a 25% year-on-year growth in the government and enterprise business in China, and an 80% growth in the computing industry [3] - The Kunpeng and Ascend platforms played a crucial role in various fields and accelerated the implementation of AI technology [3] Group 2: Partner Strategy - Huawei plans to increase the number of diamond and silver partners by 25% and 22% respectively in 2024, while launching APN and KPN programs to deepen cooperation [3] - The number of certified APN partners has reached nearly 30, and KPN partners exceed 20, indicating a significant improvement in both quantity and quality of partnerships [3] Group 3: Product Development - Huawei's Ascend division aims to cover all AI scenarios with nine types of component products, enhancing product competitiveness and ecosystem richness [4] - The Ascend hardware and CANN software will work together as dual engines to empower various industries, with a complete open-source version of A2 expected by the end of 2025 [4] Group 4: Innovation and Ecosystem - The Kunpeng platform has seen a tenfold growth in computing power compared to x86, establishing itself as the preferred choice for autonomous innovation [4] - Huawei has collaborated with over 50 partners to develop more than 70 products by 2025, fostering a robust KPN ecosystem and supporting innovation in the computing industry [4]

Group 1 - The core theme of the event was "Advanced Computing New Choices," focusing on the deep integration of advanced computing with industry scenarios and exploring new paths for releasing computing value [1] - Huawei showcased breakthroughs in general computing, large model technology, and AI applications, while collaborating with partners to share innovative practices across various sectors such as education, government, healthcare, and manufacturing [1][2] - The launch of the "xPN Pioneer Action" signifies Huawei's commitment to fully support partners in driving digital transformation across multiple industries [1][9] Group 2 - Huawei's business remains robust, with a 25% year-on-year growth in the Chinese enterprise market and an 80% growth in the computing sector, driven by the Kunpeng and Ascend platforms [2] - The number of partners, including gold and silver partners, has significantly increased, and Huawei plans to deepen cooperation through the APN and KPN programs [2] - By 2025, Huawei will fully upgrade its computing products, opening up Kunpeng modules and Ascend boards to support partners in developing edge AI products [2] Group 3 - IDC highlighted that digitalization and intelligence have become new engines for economic growth, with significant increases in spending on digital transformation in China [4] - The demand for computing power is shifting from training to inference, with a surge in demand for intelligent computing capabilities [4] - The digital era requires higher performance computing infrastructure, including multi-core processors and AI application acceleration technologies [4] Group 4 - The Ascend technology session showcased its applications in education, management, and healthcare, emphasizing the support for partners in developing AI solutions [6] - Huawei plans to implement a strategy covering low to high computing power for edge scenarios by the second half of 2025, focusing on enhancing product competitiveness [6] - The CANN framework will be fully open-sourced by the end of 2025, facilitating scenario-based innovation [6] Group 5 - Various companies presented their AI applications based on the Ascend platform, including intelligent monitoring systems and educational solutions [7] - Huawei's Kunpeng computing growth rate surpasses that of x86, establishing itself as the preferred choice for independent innovation in computing [7] - By 2025, Kunpeng will collaborate with over 50 partners to develop more than 70 products, injecting new momentum into the computing industry's independent innovation [7] Group 6 - The "xPN Pioneer Action" was launched to provide comprehensive support for partners in research, marketing, sales, supply, and service, aiming to enhance product competitiveness [9] - The event served as a platform for collaboration in the computing industry, transforming technical parameters into driving forces for digital transformation [9] - The initiative aims to leverage computing power to stimulate industry upgrades and outline an ecological blueprint for the digital era [9]

Core Insights - The event "2025 Huawei Computing Power Scenario Release Conference and Beijing xPN Partner Conference" focused on the integration of advanced computing power with various industry scenarios, showcasing Huawei's latest achievements in general computing, large model technology, and AI applications [1][9] - Huawei's commercial sales in the Chinese government and enterprise sector grew by 25% year-on-year, with the computing industry growing by 80%, highlighting the critical role of the Kunpeng and Ascend platforms in accelerating AI technology deployment [3] - The conference emphasized the importance of computing power as a support for intelligent development, with a significant increase in digital economy spending and the rapid growth of AI infrastructure [4] Huawei's Strategic Initiatives - Huawei launched the "xPN Pioneer Action," aiming to support partners comprehensively in research, marketing, supply, and service, while focusing on core technology and creating competitive products and solutions [1][9] - The company plans to upgrade its computing products by 2025, opening up Kunpeng modules and Ascend boards, and enhancing the development of edge AI products [3][5] - Huawei's partner ecosystem has seen significant growth, with nearly 30 certified APN partners and over 20 KPN partners, indicating a substantial increase in both quantity and quality [3] Industry Trends and Insights - The digital economy is thriving, with a notable increase in spending on digital transformation in China, driven by the rise of generative AI across multiple industries [4] - The demand for computing power is shifting from training to inference, with a rapid increase in the need for intelligent computing solutions and diverse deployment methods [4][5] - The ARM architecture, represented by Kunpeng, is experiencing a growth rate ten times that of x86 computing power, positioning it as a preferred choice for autonomous innovation [7] Partner Innovations and Applications - Various partners presented their innovative AI applications based on the Ascend computing platform, including intelligent monitoring systems for epilepsy patients and legal systems [5] - Softcom Huafang introduced several core products, including a liquid-cooled workstation based on Kunpeng and Ascend processors, showcasing its technological strength and ecosystem integration capabilities [6] - The education sector is leveraging AI through comprehensive training programs and community platforms, aiming to cultivate talent that meets industry demands [6]

深圳商报•读创客户端记者 陈姝 8月15日，以"鲲鹏昇腾无处不在，成就商业好生意"为主题的2025华为深圳政企&恒扬数据新品推介会暨展车体验活动成功举办，百余位行业嘉宾齐聚一 堂，共同探讨智能计算技术与产业深度融合的新路径。会上，华为联合恒扬数据重磅发布恒扬数据K+A一体机及SempFusion智算平台。 智能计算赋能千行万业 当前，全球算力需求正以指数级速度攀升，单一技术突破已难以应对复杂场景的多元化需求。人工智能技术正从实验室的"单点突破"加速迈向行业全场景 的"深度赋能"，需通过生态协同凝聚产业链上下游合力，构建共生的创新联合体，才能让智能计算突破"技术孤岛"，真正"扎根"千行万业。 华为商业Marketing与解决方案销售部部长许强发表致辞 随着AI大模型参数规模突破万亿级，企业对算力的需求从"通用"转向"专用"，从"单一"转向"融合"。如何通过底层技术创新降低转型门槛，成为行业的核心 议题。 华为鲲鹏营销专家马德强指出：华为已携手KPN伙伴共创70多款高竞争力的差异化产品，覆盖了网络安全、工作站和工控等多个场景，鲲鹏将携手广大KPN 伙伴，加速行业数字化再升级。 华为计算生态总监鲁攀峰提到："当前以 ...

Core Viewpoint - Zhongke Shuguang, a leading domestic computing power enterprise, continues to experience growth in its performance, with significant increases in both revenue and net profit in the first half of 2025 [1][3]. Financial Performance - In the first half of 2025, Zhongke Shuguang achieved total operating revenue of 5.854 billion yuan, a year-on-year increase of 2.49% - The net profit reached 731 million yuan, reflecting a year-on-year growth of 29.89% - The non-net profit was 585 million yuan, showing a year-on-year increase of 59.66% [1][3]. R&D Investment and Competitive Advantage - Zhongke Shuguang has established a comprehensive R&D and manufacturing system covering high-end computers, storage, security, and data center products since its establishment in 2014 - The company has invested a total of 5.431 billion yuan in R&D over the past five years, with annual expenditures increasing from 735 million yuan in 2020 to 1.292 billion yuan in 2024 [2][3]. - The company has maintained a continuous growth in net profit for 11 consecutive years since its listing, with revenue increasing from 2.797 billion yuan in 2014 to 13.148 billion yuan in 2024 [2]. Ecosystem Development - Zhongke Shuguang is actively extending its layout in the computing ecosystem, engaging in ecological construction along the industry chain - The company has launched various products and solutions in storage, network security, big data, and cloud computing, while also investing in high-quality assets like Haiguang Information and Zhongke Xingtu to achieve full industry chain coverage from chips to terminals, cloud, and computing power [4]. - The establishment of a wholly-owned subsidiary, Shuguang Information Industry (Shanghai) Co., Ltd., with a registered capital of 1 billion yuan, marks a significant step in accelerating the "chip-end-cloud-computing" full industry chain layout [4]. AI Infrastructure and Collaboration - Zhongke Shuguang has developed a complete computing industry ecosystem centered around five modules: intelligent computing, intelligent storage, intelligent cooling, intelligent services, and intelligent ecology - The "Shuguang AI Infrastructure" system supports low-cost and high-efficiency AI computing power for various industries, facilitating the rapid implementation of AI technologies [5]. - Collaborations with major companies like Baidu and Alibaba in AI server projects demonstrate Zhongke Shuguang's leading position in the domestic computing power infrastructure sector [5].

Core Viewpoint - The article discusses the launch of a new generation of neuromorphic brain-like computer named "Darwin Monkey" (referred to as "Wukong") by Zhejiang University, which features over 2 billion pulse neurons and more than 100 billion synapses, closely resembling the scale of a macaque brain [1] Group 1 - "Wukong" is the first neuromorphic computer internationally to exceed 2 billion neurons based on dedicated neuromorphic chips [1] - The computer operates at approximately 2000 watts under typical running conditions, showcasing its efficiency [1] - Neuromorphic computing aims to apply the mechanisms of biological neural networks to computer system design, creating low-power, highly parallel, efficient, and intelligent computing systems [1]