Core Insights - Shanghai is enhancing the scale of intelligent computing terminals through the "Shanghai Intelligent Terminal Industry High-Quality Development Action Plan (2026-2027)" which aims to accelerate the deployment of edge computing integrated machines and develop lightweight inference machines to empower various industries with AI [1] Group 1 - As of October 14, there are 732 existing computing-related enterprises in China, with 39.56% located in first-tier cities and 23.79% in new first-tier cities [2] - Over 43% of the existing computing-related enterprises belong to the information transmission, software, and information technology services industry, while 39.83% are in scientific research and technical services [3] - The annual registration of computing-related enterprises has shown an upward trend over the past decade, with 150 registered so far this year and a projected 215 registrations for 2024 [4]

Core Viewpoint - The Shanghai Municipal Economic and Information Commission has issued the "Action Plan for High-Quality Development of the Intelligent Terminal Industry (2026-2027)", focusing on enhancing the scale of intelligent computing terminals [1] Group 1: Development Goals - The plan aims to accelerate the layout of edge computing integrated machines and develop lightweight inference integrated machine products that support large models [1] - It emphasizes the creation of plug-and-play artificial intelligence edge solutions to expedite AI empowerment across various industries [1] Group 2: Industry Cluster and Scale - The initiative seeks to build an intelligent computing server terminal industry cluster, enhancing the tuning capabilities of large-scale systems [1] - The goal is to gather high-quality domestic intelligent computing server manufacturers to achieve a scale of 100 billion [1] - It aims to drive the large-scale application of core components such as self-developed GPUs and interconnection modules [1]