Core Viewpoint - Malaysia is enhancing its AI sovereignty by deploying Ascend GPUs and localizing servers with models like Deepseek, which is expected to accelerate the overseas expansion of domestic computing power hardware and software architectures [1][2]. Group 1: Deployment of Ascend Chips - Malaysia's Ministry of Communications announced the advancement of its AI infrastructure strategy, supported by Ascend GPUs and the Deepseek model [2]. - The first sovereign generative AI server, AlterMatic DT250AI, outperforms the industry average by 20% and is already adopted by various government agencies [2]. - Skyvast and Liyang Chips plan to deploy 3,000 advanced GPUs across multiple infrastructure areas by 2026, supported by Malaysia's AI system integration ecosystem [2]. Group 2: Hardware and Software Architecture Upgrades - The Ascend 910C single card has a BF16 computing power of approximately 780 TFLOPS, nearing 80% of the H100's performance [3]. - The CloudMatrix 384 super node can achieve a single card decode throughput of 1920 tokens/s under a single user 20 TPS condition, comparable to H100 performance [3]. - MindSpore 2.6 fully supports the training and inference processes for models like Deepseek V3/R1 MoE, enhancing usability for mainstream SOTA models [3]. Group 3: Catalysts for Growth - The performance upgrades of domestic computing power chips and breakthroughs in advanced manufacturing processes are key catalysts for growth in the sector [4].

Group 1 - The Malaysian government has officially introduced a strategic AI infrastructure, marking a significant step in enhancing the country's AI sovereignty and ensuring data privacy and security by localizing data processing [2][3] - The project features the deployment of Huawei's chips and servers, along with the DeepSeek large language model, making it the first of its kind outside China and positioning Malaysia as a potential leader in AI adoption within ASEAN [3] - The initiative includes the launch of Malaysia's first sovereign generative AI environment powered by the AlterMatic DT250AI server, which boasts superior performance and energy efficiency compared to industry averages [5][6] Group 2 - The system's performance exceeds the industry average by 20%, with a 30% improvement in energy efficiency, and it is already being adopted by several institutions, including the Prime Minister's Office and the Ministry of Communications [6] - Skyvast and Leadyo Systems have announced plans to deploy 3,000 advanced GPUs across multiple infrastructure regions by 2026, supported by Malaysia's AI system integration and delivery ecosystem [6] - A bilateral data corridor connecting Malaysia's Cyberjaya with China's Shanghai Free Trade Zone has been introduced, aimed at facilitating seamless cross-border AI development through infrastructure and digital capabilities [6][7] Group 3 - The data corridor is jointly operated by Skyvast Data and Shanghai International Data Port Co., ensuring coordinated operations between the two countries [7] - Malaysia's favorable industrial environment, strong bilateral relations with China, and maturity in semiconductor manufacturing and local talent have attracted companies like Leadyo Systems and Huawei to launch advanced GPU technology in Malaysia [7] - The Glass City Advanced Technology Park project is progressing steadily, with the digital twin park expected to be completed within two years, and the design phase for the trusted data corridor connecting Glass City and Shanghai has already begun [8][9]