相对于传统的组织运营方式，国际数字游民具有巨大的不对称"优势"。就技术而言，芯片产业是智能科 技发展的主要和硬核驱动力。然而，需要看到，英伟达季度营收近600亿美元中的超过90%不是来自芯 片业务，而是算力中心的服务。这意味着芯片技术已从过去以英特尔主导的系统芯片，转向以英伟达为 首的平台芯片，且正朝着软硬件及体系一体化的"生态芯片"方向升级，迈向以场景工程为核心、数据与 知识平行驱动的新型"平行芯片"生态体系。这种生态体系更难以被单一科技巨头垄断，却十分有利于国 际数字游民的组织与运作。此外，由于认知和思维方式的不同，叠加惯性与文化的力量，以"七巨头"为 代表的科技公司很难放弃自己的现有优势，以自我革命的方式引领未来生态芯片产业的发展。 英伟达等巨头的算力不但为"AI贵族"赋能，也无可奈何地赋能广大"AI平民"，特别是不讲传统"武德"的 国际数字游民。在AI发展新阶段，智能科技不再是科技巨头们的专利，以场景为战的各种崭新打法将 不断涌现，且层出不穷，应该加以深入研究。国务院关于深入实施"人工智能+"行动的意见中提出，"探 索建立适应人工智能时代的新型哲学社会科学研究组织形式"，恰逢其时，率先为人类命运共同体 ...

Core Insights - The article highlights the success story of Runze Technology, founded by Zhou Chaonan, which has become a key player in the AI computing power industry, significantly benefiting from the AI boom since 2018 [1][2][3]. Company Overview - Runze Technology was established in 2009, focusing on computing power infrastructure, and struggled for a decade before finding its footing in the AI sector [1][5]. - The company has built seven AIDC intelligent computing centers across six major economic regions in China, emphasizing its role in the competitive AI landscape [2][3]. Financial Performance - Runze Technology's market capitalization reached 87 billion yuan, reflecting a more than 500% increase from its 2022 valuation [1][4]. - The company reported a revenue increase of 60.27% year-on-year to 4.351 billion yuan in 2023, with a net profit of 1.762 billion yuan [4][6]. - The stock price surged over 90% within four months during the ChatGPT boom, and the company’s market value briefly exceeded 100 billion yuan [4][6]. Client Dependency - Runze Technology's significant client, ByteDance, accounted for over 64% of its business in 2021, highlighting the company's reliance on a few major customers [3][6]. - The company’s revenue structure poses potential risks due to this high dependency, as over 90% of sales come from its top five clients [6]. Founder Background - Zhou Chaonan, the founder, has a background in telecommunications and was one of the first entrepreneurs in China's big data industry, establishing Runze Technology in a region with untapped potential for data centers [5][6]. - Zhou's wealth has surged, placing her among the top global billionaires, with her family ranked 600th on the Hurun Global Rich List [1][6]. Market Trends - The article notes the explosive growth in demand for AI computing power, driven by advancements in AI models and the increasing need for data processing capabilities [4][6]. - Runze Technology's strategic shift from traditional IDC to AIDC has positioned it well to capitalize on the ongoing AI revolution [3][4].

乘上AI东风。 作者 I 吴琼 报道 I 投资界PEdaily 每一个科技风口来临，都会吸引无数淘金者。但最先赚翻的，往往是把铲子卖给淘金的人 ——周超男和她创立的润泽科技，便是AI时代的"卖铲人"。 时间回到2 009年，周超男来到河北廊坊成立润泽科技，瞄准算力基建。前面十年里，润 泽科技一直在亏损泥潭里挣扎。直到201 8年，AI风口来临，公司才逐渐走上正轨，为字 节跳动等大客户提供算力服务。 最近几年，赶上了全球AI算力风口，润泽科技迎来爆发，股价一路高涨，最新市值87 0亿 元，相比2 0 2 2年时的估值涨幅超5 0 0%。 新兴产业的造富速度令人惊叹。根据胡润研究院发布的《2 0 2 5年全球富豪榜》，背靠润 泽科技，周超男家族位列全球第600位，她成为河北女首富。 字节跳动为大客户 市值870亿 这是一个令人有些意外的逆袭故事。 成立于20 0 9年，润泽科技专门为AI产业提供算力中心服务，目前在京津冀、长三角、大 湾区、成渝经济圈等全国6大区域建成7个 AIDC智算产业园。眼下，全球AI竞赛激烈， 而AI的竞争首先是算力的竞争，润泽科技业务重要性不言而喻。 然而在此前的一段时间里，润泽科技"藉 ...