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爱施德拟与上海枭毅设立合资公司 切入智算服务领域
Core Viewpoint - The company Aishide plans to establish a joint venture with Shanghai Xiaoyi to enter the intelligent computing cluster service and AI intelligent solutions market, leveraging the growing demand for AI inference computing power [1][2]. Group 1: Joint Venture Details - Aishide will invest 35 million yuan, holding a 70% stake in the joint venture, which has a registered capital of 50 million yuan [1]. - Shanghai Xiaoyi, founded in 2019, specializes in full-stack services for computing power networks and has extensive experience in intelligent computing cluster infrastructure [1][2]. Group 2: Market Opportunity - The intelligent computing center market is shifting from "training" to "inference," with a projected market size of 288.6 billion yuan by 2028 and a compound annual growth rate of over 30% from 2025 to 2028 [2][3]. - The joint venture aims to capitalize on this trend by focusing on high-value segments of the computing service and network integration [3]. Group 3: Strategic Advantages - Aishide's existing customer base includes major international mobile brands and state-owned enterprises, providing a strong channel to meet downstream demand [4]. - The collaboration combines Aishide's global sales channels and operational experience with Shanghai Xiaoyi's technical capabilities and AI application expertise, creating a complementary advantage [3][4]. Group 4: Operational Efficiency - The joint venture will focus on "intelligent computing cluster network integration and operation services," which allows for higher asset turnover efficiency compared to traditional data center models [4][5]. - The integration of hardware procurement, network implementation, model deployment, and operation services will create a closed-loop ecosystem, with potential for future expansion into value-added services like computing power leasing [5].