关于中科寒武纪科技股份有限公司 审核问询函的回复 保荐机构（主承销商） 广东省深圳市福田区中心三路 8 号卓越时代广场（二期）北座 二〇二五年七月 上海证券交易所： 贵所于 2025 年 6 月 16 日出具的上证科审（再融资）〔2025〕64 号《关于 中科寒武纪科技股份有限公司向特定对象发行股票申请文件的审核问询函》（以 下简称"问询函"）已收悉，中科寒武纪科技股份有限公司（以下简称"寒武纪"、 "发行人"、"公司"）、中信证券股份有限公司（以下简称"保荐机构"、"中 信证券"）对问询函中的相关问题逐项进行了研究和落实，现对问询函问题回复 如下，请予审核。 如无特别说明，本问询函回复报告中的简称或名词的释义与《中科寒武纪科 技股份有限公司 2025 年度向特定对象发行 A 股股票募集说明书》中的相同。本 回复中所列数据可能因四舍五入原因而与数据直接相加之和存在尾数差异。 本回复报告的字体代表以下含义： 审核问询函所列问题 黑体 对问询函所列问题的回复 宋体 目 录 问题 1 关于本次募投项目 根据申报材料，公司拟向特定对象发行 A 股股票募集资金总额不超过 目和补充流动资金。 请发行人说明：（1）结合大模 ...

Core Viewpoint - Nvidia has acquired Canadian AI startup CentML for over $400 million, aiming to enhance its AI capabilities and talent pool [2][14]. Group 1: Acquisition Details - Nvidia's acquisition price for CentML is over $400 million, with the base purchase estimated at over $300 million and additional payments tied to performance targets [14]. - CentML was founded by a team led by a 95-born Chinese PhD, focusing on reducing AI training costs through software solutions [3][4]. - The acquisition includes 19 employees, including four co-founders, who will join Nvidia [12]. Group 2: CentML's Technology and Impact - CentML's core technology, Hidet, acts as a "translator" between AI models and chips, potentially increasing inference speed by up to 8 times and significantly lowering computational costs [7][10]. - The technology is expected to be integrated into Nvidia's TensorRT inference platform, enhancing its performance in edge computing and autonomous driving [11]. Group 3: Funding and Valuation - CentML has completed multiple funding rounds, including a $3.5 million Pre-seed round and a $27 million seed round, achieving a post-money valuation of $300 million [8][9]. - Prior to the acquisition, CentML had raised approximately $30.9 million in venture capital, indicating a strong return for its investors [15]. Group 4: Talent Acquisition in AI Industry - Nvidia's recent acquisitions, including CentML, are part of a broader strategy to secure top AI talent, with the company reportedly acquiring more firms in 2024 than in the previous four years combined [22]. - The competition for AI talent is intensifying, with other tech giants like Meta also actively recruiting top researchers from leading institutions [27][28].

[中国，深圳，2025年5月21日] 近日，华为成功举办2025深圳政企商业市场存储新品推介会。本次活动 以"先进存储在鹏城，成就商业好生意"为主题，诚邀深圳地区合作伙伴齐聚一堂，感受数字技术的澎湃 动力，共享数字经济的发展红利，抢抓时代发展的数智机遇，共赢商业好生意。 AI数据爆发催生存储变革 华为全场景方案加速"闪存普惠"时代到来 随着AI大模型训练数据量爆发式增长，企业非结构化数据处理需求激增，存储产业正迎来智能化升级 的关键拐点。华为深圳政企数据存储解决方案销售部部长贾飞在开场致辞中指出，AI驱动数据价值不 断提升，存储产业大有可为，华为持续创新，推出高性能文件存储、超融合、AI推理平台及数据备份 等一系列产品与解决方案，助力伙伴抓住新机遇，进一步做大存储产业市场空间。 华为深圳政企数据存储解决方案销售部部长贾飞发表致辞 华为存储产品线商业市场营销总监蓝文海发表演讲 超融合引领IT基础设施变革 华为虚拟化一体机助力行业数字化转型 企业数字化转型加速，IT基础设施复杂性逐渐增加，超融合技术以其轻量高效、安全可靠和智能管理的 特点，成为构建IT基础设施的主流模式。华为DCS&超融合高级营销经理庞博伟表示， ...