Core Insights - The collaboration between Zhongke Shuguang and China Mobile aims to address the inefficiencies in data storage and computing power allocation in the "East Data West Computing" initiative [1][2] - The current investment ratio in computing power versus storage in China is approximately 40:1, compared to around 10:1 in foreign markets, indicating a significant imbalance [1][2] - Shuguang Storage has developed a unified scheduling platform to enhance data flow and management across different data centers, addressing key challenges in data visibility, organization, and utilization [3][4][5] Group 1: Industry Challenges - The primary bottleneck in AI infrastructure is not computing power but rather the foundational data layer, which is often fragmented and incompatible across different systems [3][4] - Data centers face issues such as lack of visibility into data assets, inefficient data flow, and high latency in accessing stored data, particularly in the context of the "East Data West Computing" strategy [4][5] - The rapid growth of AI applications has increased the performance requirements for data storage systems, necessitating advancements in IOPS and bandwidth capabilities [6][12] Group 2: Technological Advancements - Shuguang Storage has transitioned from being a follower to a solution provider in the storage technology space, leveraging over 21 years of R&D to establish a competitive edge [2][10] - The company has achieved global recognition for its centralized storage products, ranking first in the SPC-1 international benchmark for storage performance [2][10] - The development of a unified storage scheduling platform is seen as essential for facilitating data flow across heterogeneous and geographically dispersed data centers [7][8] Group 3: Strategic Collaborations - The partnership with China Mobile was initiated to address specific business needs and to support the national strategy of optimizing resource utilization in the West [7][8] - Shuguang Storage's extensive self-research capabilities position it as a key player in solving complex data flow challenges, which many other vendors struggle to address [8][9] Group 4: Future Outlook - The entry barriers for AI applications are expected to lower with advancements in technology, but new challenges related to privacy and data security will emerge [12][13] - Enhancing GPU resource utilization is critical for reducing AI operational costs, with Shuguang Storage's innovations in data transfer efficiency playing a pivotal role [13][14] - The company's focus on "storage-computing synergy" aims to optimize the interaction between storage systems and GPU resources, significantly improving processing speeds and efficiency [14]

Group 1 - The core viewpoint of the article highlights that Shenzhen Fanlian Information Technology Co., Ltd. has successfully completed a Pre-A+ round financing led by Xinfang Capital, with several other institutions participating, raising several tens of millions of yuan [2] - The funds from this round will primarily focus on the iterative development of distributed storage products, research and development of integrated computing and storage machines, and the layout and upgrade of the sales system [4] - Fanlian Information, established in 2021, is a leading provider of distributed storage solutions in China, leveraging its self-controlled technology system to offer a product matrix that includes UbiXFS, UbiPower, and UbiScale, serving major clients like China Mobile and Shenzhen Supercomputing [3] Group 2 - The CEO of Fanlian Information, Jing Ning, stated that the financing aims to enhance product performance through continuous technological innovation, optimize product application combinations, and meet the growing market demand for high-performance storage [4] - Xinfang Capital's founder, Huang Chong, emphasized that Fanlian Information has quickly emerged in the intelligent computing center construction wave due to its self-developed ultra-low latency distributed file system, showcasing strong technical capabilities and market opportunity execution [5] - The founder of Shandao Venture Capital Network, Wang Shuai, noted that the explosive growth of global data volume has led to increasing demand for high-performance storage, supported by government policies promoting digital economy and AI industry development [6]