Core Insights - The development of large AI models is driving a significant increase in demand for computing power, with a projected annual growth rate of 10 times as AI evolves from version 1.0 to 2.0 [1] - ZTE Corporation has established a dual-driven strategy of "Connectivity + Computing Power" to become a leader in the "network connectivity + intelligent computing power" sector, emphasizing the importance of AI integration in various industries [3][4] - The global AI market is expected to exceed $800 billion by 2028, with a compound annual growth rate (CAGR) of over 32%, indicating substantial investment opportunities in AI technologies [4] Industry Developments - ZTE's revenue for Q1 this year reached 32.97 billion yuan, a year-on-year increase of 7.8%, with over 35% of revenue coming from its second curve business focused on computing power and terminals [5] - The company is focusing on three key areas in AI: enhancing ICT infrastructure solutions, developing AI terminal applications, and promoting AI innovation for broader application [5][6] - ZTE has launched the AiCube DeepSeek intelligent computing integrated machine, which is already being applied in sectors such as education, healthcare, steel, and automotive [5] Challenges and Solutions - Industry clients face challenges such as data pollution, high costs of data collection, and long business cycle times for AI technology updates [9] - ZTE has upgraded its digital cloud platform to address these challenges, facilitating better integration of AI into business operations [9] - The introduction of the "Xingyun Intelligent Agent" marks a new phase in the deployment of enterprise-level intelligent agents, aimed at lowering the technical barriers for AI model commercialization across various industries [10]

Core Viewpoint - The 2025 ZTE China Ecosystem Partner Conference focuses on the integration of digitalization and intelligence, aiming to accelerate customers' digital transformation through an open ecosystem [1] Group 1: AI Technology and Applications - The rise of open-source models like DeepSeek accelerates AI deployment across various industries, creating significant opportunities for the ICT sector in the next 3-5 years [3] - ZTE's AiCube DeepSeek integrated computing machine features four key advantages: full-stack openness, ultra-high performance, ecological openness, and reliable delivery [3] - The integrated computing machine has been applied in 21 scenarios across 8 industries, significantly enhancing efficiency in automotive design and education [4] Group 2: Industry Impact and Efficiency Gains - In the automotive sector, collaboration with Dongfeng Motor has reduced car design time from 1.5 months to 10 seconds for rendering images, doubling the design output [4] - In manufacturing, ZTE's smart production scheduling has reduced cycle time from 12 hours to 1.5 hours, with a 36.5% decrease in order delivery deviations [5] - ZTE's AI technology has improved operational efficiency in various sectors, including government, water conservancy, and transportation, with notable reductions in processing times and enhancements in service quality [5] Group 3: Future Directions - ZTE plans to continue its commitment to open cooperation, empowering customers and partners while pursuing a mutually beneficial path [6]