Core Insights - The "cloud + AI" paradigm is reshaping and accelerating the development of server operating systems, with the domestic server operating system market expected to exceed 30 billion yuan in the next three years, and the localization rate projected to increase from 35% to 65% [1] - Longxin, an open-source server operating system, has gained significant traction, with nearly 50% market share in the current server operating systems used by enterprises, and installation volume surpassing 10 million [1] - The Longxin community has made notable achievements in the RISC-V field, including the release of the Anolis23 RISC-V preview version, which supports high-performance extensions and includes over 1,300 software packages [2] Industry Developments - The Longxin community has adopted an open-source development philosophy, emphasizing "open source, openness, co-construction, and sharing," which has led to significant advancements in the past five years [1] - The community is actively involved in international standardization efforts, with experts holding leadership positions in the RISC-V International Foundation, focusing on standardization and application in data center environments [2] - Future plans include deep integration of Longxin with Alibaba's AI open-source ecosystem, aiming to position Longxin as a representative of Chinese operating systems on the global stage [2]

Core Insights - The report indicates that the Longxin ecosystem's community and commercial versions account for nearly 50% of the market share in server operating systems, with an installation volume exceeding 10 million units [1] - There is a strong willingness among users to migrate to the Longxin ecosystem, with 54.25% expressing intent to switch to its community and commercial versions [1] Market Trends - The "cloud + AI" paradigm is reshaping and accelerating the development of server operating systems, with the domestic market expected to exceed 30 billion yuan in the next three years [2] - The domestic market share of server operating systems is projected to increase from 35% to 65%, indicating a significant leap from niche to general market applications [2] Ecosystem Development - Over the past year, the Longxin community has collaborated with various institutions to develop the RISC-V SIG 2.0 plan, enhancing the software ecosystem [2] - The community has released the Anolis23 RISC-V preview version, which supports high-performance extensions and includes over 1,300 software packages, facilitating the evolution of RISC-V for data center applications [2] Standardization Efforts - Community experts hold leadership positions in the RISC-V International Foundation, driving the operation of the Data Center SIG and contributing to global standardization efforts [2]

Core Insights - The cessation of CentOS support serves as a wake-up call and a turning point for the development of domestic operating systems in China, with a clear community vision to promote an ecosystem rather than engage in low-level competition [1] - The Longxin operating system has surpassed 10 million installations, capturing nearly 50% of the domestic server operating system market, indicating a strong willingness among enterprise users to migrate to this system [1] - The shift from being a "follower" to a "definer" in the operating system landscape is being debated, particularly in the context of cloud computing and AI reshaping technology [1] Group 1: Open Source and Community Structure - The understanding of open source in China has historically oscillated between viewing it as a free resource or a utopian solution, highlighting the need for a supportive ecosystem [2] - The Longxin community comprises 24 governing units and over 1,000 ecosystem partners, covering the entire industry chain from chips to cloud vendors, fostering a collaborative environment [2][4] - The community's governance model differs from foreign counterparts, focusing on efficiency and commercial interests, which has led to the successful incubation of 14 derivative versions and nearly 4,800 hardware compatibility certifications [5] Group 2: AI and Operating System Evolution - The role of operating systems is evolving from resource management to being a critical factor in the success of AI applications, necessitating a balance between different computing philosophies [6][7] - Longxin's strategy emphasizes a model-centric approach, where the operating system facilitates collaboration among various processing units, akin to a conductor in an orchestra [7] - The community aims to build an open AI engine ecosystem through initiatives like the "Longteng Plan 3.0," which seeks to integrate over 1,000 industry, academic, and research forces [7] Group 3: International Standards and Community Influence - Longxin community members are increasingly participating in international standard-setting bodies, marking a shift from being mere contributors to co-creators of standards [9][10] - The community's governance and technical direction must be driven by models, allowing for a redefinition of system interfaces and behaviors in the AI era [10][11] - The challenge remains to transition from being participants in defining standards to leading the definition process, which requires a robust ecosystem and user adoption [11][12]

Core Insights - The impact of AI on server operating systems is mutual, necessitating advancements in both AI applications and operating systems to support them effectively [2][3] Group 1: Market Trends and Predictions - The global AI server market is projected to exceed $120 billion by 2025, indicating a significant shift in the role of operating systems from passive tools to active power management centers [3] - The demand for heterogeneous computing is reshaping the foundational logic of server operating systems, requiring compatibility with various hardware types such as CPU, GPU, DPU, FPGA, and ASIC [3][4] Group 2: Technical Challenges - Server operating systems face several challenges, including the need for full architecture compatibility and dynamic resource scheduling to support AI model training [3][4] - Performance bottlenecks and cluster stability are critical issues, particularly with the training of trillion-parameter models that require terabyte-level memory and face cumulative failure rates in large clusters [3][4] Group 3: Evolution of Operating Systems - Operating systems are evolving from simple tools to intelligent agents capable of smart resource allocation and management [4][5] - Two main technical directions are emerging: one involves using large models to create operating system kernels, while the other focuses on upgrading existing kernels through intelligent adaptations [4][5] Group 4: Data Privacy and Security - AI applications in sensitive fields like healthcare and finance demand stringent data privacy and security measures, prompting operating systems to enhance their security frameworks [5][6] Group 5: Ecosystem Integration - The fragmentation of software and hardware ecosystems poses significant challenges for server operating systems, necessitating improved compatibility and optimization across diverse computing resources [5][6] - The establishment of alliances, such as the Longxi Intelligent Computing Infrastructure Alliance, aims to enhance compatibility and collaboration among AI chip manufacturers, server vendors, and operating system developers [9][10] Group 6: Future Directions - The future of server operating systems lies in their ability to integrate AI capabilities, transforming them into intelligent operational assistants that can preemptively address issues and enhance system stability [8][9] - The concept of AI-native operating systems is gaining traction, requiring a reconfiguration of existing systems to better support AI environments [6][7]