Group 1 - The core viewpoint of the news highlights the strategic collaboration between Qichuang Data and Tashan Technology, aiming to enhance AI hardware capabilities and accelerate the application of AI technologies in robotics and other sectors [1][2]. - Qichuang Data's Fcloud platform showcases its comprehensive service capabilities in embodied intelligence, integrating NVIDIA's advanced AI robotics technology to streamline the robot development process and reduce costs [1][3]. - The partnership is expected to leverage Tashan Technology's expertise in tactile sensors and AI chips, combined with Qichuang Data's strengths in computing platform construction and large-scale deployment, creating significant synergies [2]. Group 2 - Qichuang Data's global industrial layout focuses on commercializing physical AI and embodied intelligence technologies through a three-pronged approach: computing foundation, cloud services, and intelligent terminals [3]. - The Fcloud platform provides an end-to-end development environment for embodied robot developers, including simulation, data, training, and model services, enhancing the efficiency of AI infrastructure management [3]. - In the first half of 2025, Qichuang Data reported a revenue of 4.944 billion yuan, a year-on-year increase of 38.18%, and a net profit of 457 million yuan, reflecting a growth of 27.68% [3].

Core Viewpoint - The company is focusing on building a global computing power network centered around embodied intelligence, aiming to accelerate the commercialization of physical AI and embodied intelligence technologies through a three-pronged approach: computing power foundation, cloud services, and intelligent terminals [1]. Group 1: AI Strategy and Development - The company plans to construct large-scale computing clusters, including GPU and edge computing infrastructure, to optimize large model scenarios and provide efficient AI computing solutions for enterprises [1]. - The company has launched the Omnibot embodied intelligence service platform, utilizing NVIDIA's full-stack technology, to support developers in creating embodied robots with end-to-end simulation and AI training capabilities [2]. - The FCloud intelligent training and推 platform will be officially launched in 2025, providing training and推 services across various sectors, including robotics, biomedicine, chip manufacturing, and finance [2]. Group 2: Financial Investments and Growth - The company has invested significantly in computing power, purchasing servers with self-funds amounting to 3 billion and 4 billion yuan, and has increased capital in its wholly-owned subsidiary, further enhancing its competitive edge in intelligent computing services [2]. - The company is experiencing a continuous growth trend in traditional business orders, with revenue from intelligent computing and cloud services also increasing, expected to be reflected in the third and fourth quarters of 2025 [3]. - Future plans include increasing R&D investments and deepening industry chain collaborations to explore new directions in AI technology innovation and application [3].