Core Viewpoint - Qiniu Intelligent (2567.HK) has entered into a strategic partnership with Wuxiang Cloud Valley to scale AI inference computing power, targeting the trillion-dollar AI inference computing market [1] Group 1: Strategic Partnership - The collaboration aims to provide accessible AI inference computing power for enterprises and entrepreneurs [1] - Both companies will explore vertical fields such as AI + education and AI + energy [1] Group 2: Product Offerings - Qiniu Intelligent currently has three product lines: Media Cloud, AI Cloud, and LinX Cloud, with a new focus on AI inference computing products [1] - The launch of LinX AI in August signifies Qiniu's comprehensive layout from cloud to edge, expanding into the smart hardware AI market [1] Group 3: Market Demand - As of August, Qiniu Intelligent's developer community has exceeded 1.69 million, with a continuous increase in new registrations [1] - The demand for AI computing power is rising, and the partnership will enable Qiniu to offer refined large model AI inference and computing power leasing services [1] - This collaboration is expected to lower the development threshold for AI applications, significantly shortening the cycle from concept validation to large-scale commercialization [1]

Core Insights - Qiniu Cloud (02567) has entered a strategic partnership with Wuxiang Cloud Valley to scale AI inference computing power, targeting the trillion-dollar AI inference market [1][3] - The collaboration aims to provide affordable AI inference computing power for enterprises and entrepreneurs, enhancing the accessibility of AI technologies [1][4] Company Overview - Qiniu Cloud has 14 years of experience in the audio and video sector, with three main product lines: Media Cloud, AI Cloud, and LinX Cloud, marking a comprehensive layout from cloud to edge [1][3] - In the first half of 2025, Qiniu Cloud's AI-related revenue reached 184 million yuan, accounting for 22.2% of total revenue, primarily from AI inference services and computing resource leasing [3] Market Dynamics - The demand for AI inference is rapidly increasing, driven by over 50 deployable large models on Qiniu Cloud's platform, including LLM inference models and AI programming support [3] - The number of AI-related users on Qiniu Cloud has surged to 15,000, indicating a strong market interest and growth potential in AI inference services [3] Infrastructure and Investment - Wuxiang Cloud Valley's Intelligent Computing Center, with a total investment of 3.6 billion yuan and a construction area of 149,000 square meters, aims to provide up to 40,000P of intelligent computing power [4] - The partnership is expected to unlock the commercial potential of Wuxiang Cloud Valley's computing resources, enhancing the overall service offerings in AI [4] Future Prospects - Qiniu Cloud and Wuxiang Cloud Valley plan to explore collaborations in vertical fields such as AI + education and AI + energy, aiming to create new opportunities in the AI landscape [4]