Group 1: Industry Trends - Nvidia's CEO Jensen Huang predicts a tenfold increase in AI inference, leading to a $5 trillion annual market for AI infrastructure capital expenditures [2] - The collaboration between Nvidia and OpenAI aims to build AI data centers with a capacity of up to 10GW, equivalent to deploying 4-5 million GPUs, setting a high barrier for competitors [3] - The competition in the global computing power market is entering a critical phase, with increasing demand driving companies to form alliances with Nvidia, such as Oracle and Intel [2][3] Group 2: Competitive Landscape - Huawei has announced a comprehensive open-source strategy, planning to invest 150 billion RMB annually for ecosystem development and support over the next five years [5] - Huawei's decision to open-source its software is aimed at fostering a broader ecosystem and gaining long-term trust from internet companies, while focusing on monetizing its Ascend hardware [5][6] - The Chinese computing power industry is transitioning from hardware breakthroughs to ecosystem construction, with significant advancements in key metrics like computing density and energy efficiency [6][7] Group 3: Ecosystem Development - The competition in the computing power ecosystem involves not just hardware but also developer ecosystems, application ecosystems, and standard systems [6] - Nvidia's CUDA platform has created a significant lock-in effect for AI applications, making it challenging for competitors to overcome this ecosystem advantage [7] - Huawei is actively collaborating with open-source communities and projects to build its ecosystem, contributing to over 60 open-source projects and 370,000 lines of code [7][8]

Core Insights - The urgency to establish a robust ecosystem in the domestic computing power market is increasing despite warnings about a computing power bubble [1] - Nvidia's CEO Jensen Huang has raised expectations for the computing power industry, predicting a tenfold increase in AI inference and a $5 trillion annual market for AI infrastructure capital expenditures [1] - Nvidia's strategic partnership with OpenAI, described as a "smart investment," is seen as a way to secure profits while fostering an AI ecosystem dominated by American companies [1][2] - Huawei is responding to the changing landscape by adopting an open-source strategy, planning to invest 150 billion RMB annually in ecosystem development over the next five years [3][4] Industry Dynamics - The global computing power competition is entering a critical phase driven by rising demand, with Nvidia and OpenAI planning to build AI data centers with a capacity of up to 10GW, equivalent to deploying 4-5 million GPUs [2] - The rapid iteration of large models is leading to the emergence of new frameworks and algorithms, primarily developed on Nvidia's platform, which may create significant barriers for new entrants [2] Competitive Landscape - Huawei's decision to open-source its software and support mainstream open-source projects is aimed at fostering a broader ecosystem, while also focusing on monetizing its Ascend hardware [3][4] - The Chinese computing power industry is transitioning from hardware breakthroughs to ecosystem building, with significant advancements in key metrics like computing density and energy efficiency [4][5] - The competition in the computing power ecosystem is fundamentally about developer ecosystems, application ecosystems, and standard systems, with Nvidia's CUDA platform presenting a significant challenge for Chinese companies [5][6] Ecosystem Development - Huawei is actively collaborating with open-source communities and projects, contributing to over 60 open-source projects and 370,000 lines of code, while aiming to create a self-sustaining ecosystem independent of Western supply chains [6] - The belief that ecosystem development requires collective effort across the industry is emphasized, with a focus on long-term growth and sustainability in the global computing power competition [6]