Core Insights - New Ziguang Group is leveraging "technology leadership + ecological empowerment" to drive its comprehensive layout in four core areas: 5G-A/6G communication, automotive electronics, edge AI, and intelligent computing infrastructure [1] Group 1: 5G-A and 6G Development - The global transition to 5G-A has officially begun with the freezing of the 3GPP R18 standard, marking the start of the commercial era for 5G-A [3] - New Ziguang Group is collaborating with industry partners to develop over a hundred industry terminals for key scenarios such as smart healthcare and intelligent manufacturing, facilitating the large-scale implementation of 5G-A [3] - In 6G exploration, the company focuses on non-terrestrial network (NTN) technology, participating in international standard organizations and successfully testing satellite communication technology [3] Group 2: Automotive Electronics - New Ziguang Group is systematically developing automotive-grade chip products, including high-end domain controllers and intelligent cockpit SoCs, and has established deep collaborations with major automotive manufacturers [4] - The company has achieved the highest level of safety certification for its intelligent cockpit reference design, enhancing the efficiency and accuracy of automotive electronic development [4] Group 3: Edge AI Solutions - The rise of edge AI is seen as a key breakthrough for industry applications, with New Ziguang Group launching a platform solution that supports various devices and provides low-latency, high-security experiences [5] - The company is building an open and scalable edge AI collaboration ecosystem with partners across the chip, operating system, and algorithm sectors [5] Group 4: Computing Power and Industry Models - New Ziguang's subsidiary, H3C, is introducing a full-stack intelligent computing infrastructure to meet the surging demand for AI computing power, with deployments in key sectors like government and finance [6] - The launch of the "Lingxi" series of industry models targets specific vertical pain points, while the "Turing Town" model addresses industry challenges related to computing center utilization [6] Group 5: Collaborative Ecosystem and Future Vision - New Ziguang Group aims to foster a collaborative ecosystem to activate the "AI+ future," focusing on innovation in key technologies and business models [7] - The company is transitioning from a technology provider to an industry ecosystem enabler, promoting the integration of technology value and social value [7]

Core Viewpoint - Huawei emphasizes the importance of computing power as a key driver for artificial intelligence (AI) development in China, introducing innovative solutions to meet the growing demand for computing resources [2]. Group 1: Product Launches - Huawei launched the latest supernode products, Atlas 950 SuperPoD and Atlas 960 SuperPoD, which support 8192 and 15488 Ascend cards respectively, showcasing significant advancements in key metrics such as card scale, total computing power, memory capacity, and interconnect bandwidth [2]. - The company also introduced supernode clusters, Atlas 950 SuperCluster and Atlas 960 SuperCluster, with computing power exceeding 500,000 cards and reaching one million cards respectively [2]. Group 2: Technological Innovations - Huawei has developed a new interconnect protocol called Lingqu (UnifiedBus) to address the challenges of large-scale supernode interconnect technology, leveraging over 30 years of connectivity expertise [3]. - The company plans to open the Lingqu 2.0 technical specifications to industry partners, encouraging collaborative development of related products and components to build an open ecosystem [3]. Group 3: Strategic Vision - Huawei aims to lead a new paradigm in AI infrastructure through its innovative Lingqu supernode interconnect technology, continuously meeting the rapid growth in computing power demand and driving sustainable AI development [3].

Core Insights - By 2025, AI will evolve from a trending sector to a foundational technology empowering various industries, driven by increasing demand for AI solutions and innovations across the infrastructure market [1] Group 1: AI Infrastructure and Market Trends - The demand for heterogeneous computing power is expected to experience explosive growth, with IDC predicting a compound annual growth rate of 33.9% for intelligent computing in China over the next five years [1] - AI is penetrating deeply into sectors such as internet, finance, telecommunications, manufacturing, and government, with applications in education, healthcare, and energy also on the rise [1] - The future of AI infrastructure will focus on cloud-edge collaboration, integrating various types of computing power (CPU, GPU, NPU, DPU) to meet diverse AI application needs [3][5] Group 2: AI Application and Development - AI applications in enterprise markets may not progress as rapidly as anticipated, influenced by factors such as computing power, algorithms, data, application scenarios, and talent development [2] - The emergence of low-code platforms will lower the barriers for AI development and application, allowing enterprises to leverage AI capabilities without large algorithm teams [2] - Specialized industry models, combining professional data, domain knowledge, and real-time feedback, will provide greater value than general-purpose AI capabilities [2] Group 3: Technological Innovations and Solutions - New technologies such as model compression, edge computing, and mature toolchains will significantly reduce the thresholds for AI development and application in the next 3-5 years [2] - The company is developing a full-stack AI solution that includes distributed storage, lossless networking, and a robust computing platform to support diverse AI applications [5] - The "Turing Town" model aims to incubate the computing technology industry chain while facilitating collaboration between models and computing power [5][6]