Core Viewpoint - The strategic partnership between Teslian and Unisoc Cloud aims to enhance AI computing power resources and create a more flexible and cost-effective AI computing solution, marking a significant milestone in the development of the domestic general AI computing industry [2][4]. Group 1: Strategic Cooperation - Teslian and Unisoc Cloud have signed a strategic cooperation agreement to leverage each other's strengths for resource sharing and capability synergy [2]. - The collaboration will integrate Teslian's hybrid intelligent computing cloud technology with Unisoc Cloud's cloud service capabilities, enabling users to quickly access cloud computing resources with a single operation [2][3]. Group 2: AI Chip Development - The partnership extends to the upstream of the industry chain, with Unisoc Group's comprehensive chip design capabilities laying a solid foundation for collaboration in customized AI chip development [2][3]. - The combination of Teslian's experience in spatial intelligence and Unisoc's full-stack cloud capabilities is expected to lead to the joint design and optimization of customized AI inference chips for specific scenarios [3]. Group 3: Cloud-Edge Collaboration - The demand for AI computing is shifting from "single-node clusters" to "distributed collaboration," necessitating a cloud-edge collaborative architecture that effectively addresses low resource utilization challenges [3]. - The collaboration aims to establish an open, efficient, and trustworthy domestic AI computing ecosystem, promoting the development direction of the industry [3][4]. Group 4: Impact on Digital Economy - The strategic cooperation is seen as a significant step towards accelerating the construction and implementation of the domestic general AI computing industry, contributing to the development of the digital economy in China [4].

近日，特斯联与紫光云技术有限公司正式签署战略合作协议，双方将充分发挥各自优势，实现资源共享 与能力协同。据悉，特斯联将深度融合紫光云的云服务能力，实现算力资源的"广域池化"。用户只需一 键操作，即可快速获取云端算力资源，极大地提升了智算服务的覆盖广度与交付灵活性。基于特斯联在 混合智算云领域的技术积累，双方还将在算力统筹调度、资源管理等关键层面展开深度协同，共同打造 更具弹性、安全可靠且低成本的AI算力解决方案，为企业提供更具性价比的算力服务。此外，双方还 将一起探索，定制化芯片设计的全新路线，实现"场景定义算力、算力反哺场景"的良性循环。 ...

Core Insights - Hard Egg Innovation (00400.HK) reported a strong revenue growth of 54.5% year-on-year, reaching RMB 6.677 billion for the first half of 2025, with a net profit of RMB 190 million [1] - The company's strategic transformation from a chip trading platform to a technology integration platform has yielded significant results, driven by the explosive demand for AI computing power globally [1] Business Performance - The core driver of the revenue growth is attributed to the outstanding performance of its subsidiary, Keton Technology, which serves as a key supplier in the AI computing supply chain [1] - Keton Technology has established close partnerships with over 80 leading chip manufacturers, including Nvidia, Xilinx, Intel, and AMD, enabling it to efficiently respond to the high demand for high-performance AI chips [1] - Keton Technology not only provides hardware but also offers integrated software and hardware solutions in the "AI infrastructure + AI intelligent terminal" sector, supporting thousands of innovative clients with deep technical assistance [1] Diversification and Future Strategy - The other significant segment, Hard Egg Technology, demonstrates diversified growth potential through a "dual-engine" strategy, focusing on domestic AI computing opportunities and strengthening partnerships with leading companies like Huawei [2] - The company is also committed to the renewable energy sector, particularly in battery swapping for two-wheeled vehicles and battery recycling [2] - Hard Egg Innovation's CEO emphasized the successful completion of the strategic upgrade and the establishment of an efficient business loop, serving tens of thousands of innovative enterprises [2] - The company aims to continue leveraging "infrastructure + value-added services" as dual engines to transform data resources into strategic assets, building a solid competitive moat for sustainable long-term value creation for shareholders [2]