Core Insights - The emergence of generative AI is seen as a transformative phase akin to the Fourth Industrial Revolution, significantly impacting various industries, including the database sector [2] - Oracle's stock surged by 36% on September 10, 2025, leading to a market capitalization increase of over $240 billion, attributed to a $300 billion five-year computing power procurement agreement with OpenAI [2] - The global AI server market is projected to grow from $125.1 billion in 2024 to $158.7 billion in 2025, and potentially reach $222.7 billion by 2028, indicating robust growth opportunities in the database industry [2] Industry Trends - The domestic database industry is experiencing new growth opportunities driven by both domestic substitution and the AI revolution [2] - The competition among domestic database providers has intensified, with companies like Nanda Tongyong (GBase) enhancing their product offerings to meet AI demands [4][8] - The shift from structured to unstructured data processing presents challenges for database companies, necessitating improvements in data handling capabilities [7] Company Developments - Nanda Tongyong has upgraded its core products to include vector data management, compute-storage separation, and AI Native capabilities, positioning itself to better meet enterprise needs in the AI era [4][8] - The company has established a comprehensive product line, including GBase 8s, GBase 8c, and GBase 8a, which are being applied in critical sectors such as finance, telecommunications, and energy [9] - GBase Cloud Data Warehouse (GCDW) is designed to efficiently manage and analyze massive datasets, supporting both on-premises and cloud deployments [10][11] Competitive Landscape - The domestic database market is entering a rapid growth phase, with the ability to adapt to AI becoming a critical competitive factor [13] - Nanda Tongyong aims to be the "data cornerstone of the AI era," leveraging advancements in data lake and warehouse integration, vector databases, and AI Native technologies [13][14] - The company has introduced intelligent operation and maintenance tools that significantly enhance efficiency in database management, reducing health check times and improving SQL optimization accuracy [15] Market Position - Nanda Tongyong ranks highly in various industry reports, being recognized as a leader in domestic analytical databases and independent databases [15] - The ongoing acceleration of domestic substitution and AI integration is expected to lead to a reshuffling in the database industry over the next two to three years, with product and operational capabilities being key competitive factors [15][16]

Group 1 - The core viewpoint of the articles emphasizes the importance of database performance and reliability in today's data-driven business environment, highlighting GBase 8s as a mature and stable domestic database system with an optimized SSC cluster architecture that significantly enhances performance and availability [1][3]. - GBase 8s SSC cluster operates by minimizing network data transmission between the main and slave nodes, only sending network heartbeat and current logical log position information, which reduces network latency and enhances synchronization performance [1][8]. - In a scenario with a single slave node, the theoretical maximum network throughput between the main and slave nodes is approximately 3.5 MB/s, with a performance of 1 million tpmc at 400 concurrent users [1][2]. Group 2 - The SSC cluster architecture allows multiple database instances to access and operate on the same database simultaneously, featuring high availability, high performance, and load balancing, along with automatic failover and rejoining capabilities [3][4]. - In scenarios where the SSC slave node supports updates, the network throughput can reach 248.9 MB/s with a performance of 1 million tpmc for the new order business in TPCC [2]. - The SSC cluster's operational principle involves the main node sending the current Log Sequence Number (LSN) to the slave node, which then retrieves the updated logical logs from shared storage, thus avoiding the need to transfer logical log files between nodes [8][9].