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训推一体机火了,多家上市公司布局!
国际数据公司IDC统计显示,今年以来,国内市场已有近百家厂商推出训推一体机相关产品,其中包括 不少上市公司。中兴通讯、神州数码等公司向证券时报记者透露,目前其训推一体机相关产品销售火 热。 训推一体机火了 炒股就看金麒麟分析师研报,权威,专业,及时,全面,助您挖掘潜力主题机会! 随着人工智能(AI)从"百模大战"走向应用落地,算力需求也从训练走向推理。AI训推一体机因为能满 足企业开箱即用、安全、本地化部署需求,且支持大模型训练、推理及AI应用开发全流程,在市场上 逐渐走俏。 "今年公司旗下神州鲲泰训推一体机产品销售态势呈现显著增长,市场表现亮眼。"神州数码信创业务集 团行业解决方案总监胡朋辉向证券时报记者透露。 无独有偶,中兴通讯战略和生态首席专家屠嘉顺也对证券时报记者表示:"截至今年上半年,公司已完 成数百台训推一体机销售,已覆盖15个行业,政务、教育、医疗、通信等行业需求旺盛。" IDC中国研究经理程荫对记者表示,智算一体机更侧重大模型训练端,而训推一体机则更偏重推理端, 强调同时支持企业大模型训练与推理及应用开发等全链条服务。"前两年主要是智算一体机等比较火, 今年则训推一体机相关产品比较火,但目前市 ...
AI训推一体机销售火热,上市公司积极抢滩
Zheng Quan Shi Bao· 2025-09-11 01:12
Core Insights - The demand for AI training and inference integrated machines is increasing as AI applications become more prevalent in various industries [1][4][5] - Companies like ZTE and Digital China are experiencing significant sales growth in their integrated training and inference machines [2][7] Market Trends - Nearly 100 manufacturers have launched integrated training and inference machine products in the domestic market this year, including several listed companies [1][7] - The integrated training and inference machine market is expected to grow significantly, driven by the need for AI applications across various sectors such as finance, government, and energy [8][9] Technology Development - The integrated training and inference machines support the entire process of large model training, inference, and application development, catering to the needs of enterprises for ready-to-use solutions [2][3] - The transition from training-focused machines to those that emphasize inference capabilities reflects the evolving landscape of AI technology [2][4] Industry Applications - Key sectors such as finance, government, and energy are showing strong demand for integrated training and inference machines, which are essential for building AI model training and real-time inference capabilities [8][9] - Companies are collaborating with educational institutions and healthcare providers to enhance AI applications in their respective fields [7] Challenges and Considerations - The deployment of integrated training and inference machines faces challenges related to the complexity of the AI ecosystem and the need for deep integration of hardware and software [9][10] - Companies are advised to enhance the scalability of integrated training and inference machines and incorporate cloud management systems to support the full lifecycle of AI model development [9][10]
AI训推一体机销售火热 上市公司积极抢滩
Zheng Quan Shi Bao· 2025-09-10 18:06
证券时报记者严翠 随着人工智能(AI)从"百模大战"走向应用落地,算力需求也从训练走向推理。AI训推一体机因为能满 足企业开箱即用、安全、本地化部署需求,且支持大模型训练、推理及AI应用开发全流程,在市场上 逐渐走俏。 国际数据公司IDC统计显示,今年以来,国内市场已有近百家厂商推出训推一体机相关产品,其中包括 不少上市公司。中兴通讯、神州数码等公司向证券时报记者透露,目前其训推一体机相关产品销售火 热。 训推一体机火了 "今年公司旗下神州鲲泰训推一体机产品销售态势呈现显著增长,市场表现亮眼。"神州数码信创业务集 团行业解决方案总监胡朋辉向证券时报记者透露。 无独有偶,中兴通讯战略和生态首席专家屠嘉顺也对证券时报记者表示:"截至今年上半年,公司已完 成数百台训推一体机销售,已覆盖15个行业,政务、教育、医疗、通信等行业需求旺盛。" IDC中国研究经理程荫对记者表示,智算一体机更侧重大模型训练端,而训推一体机则更偏重推理端, 强调同时支持企业大模型训练与推理及应用开发等全链条服务。"前两年主要是智算一体机等比较火, 今年则训推一体机相关产品比较火,但目前市场也有部分具备训推一体机功能的产品取名为智算一体 机,区 ...