Infrastructure & Scalability - Requires diligence and proof of concept phases before deployment to address scaling issues in development and technology [1] - Needs improvement and scaling of backend testing to meet end-user expectations [1] - GPU acceleration is a growing need for teams to provide better testing coverage [2] - NVIDIA vGPU solution is considered the best option for addressing GPU needs in the market [2] Efficiency & Cost Savings - Infrastructure improvements enable faster validation for level design, UI, and textures [3] - Significant improvements in power draw efficiency translate to data center savings [3] - New infrastructure facilitates easier management of more devices within the CICD system [3] Business Impact - Central Technology team's efforts are focused on supporting game studios [4] - Improved infrastructure contributes to meeting user needs more effectively [4]

Everything we do has to go through a diligence phase or a proof of concept phase before it gets to deployment. We face issues of scale pretty much in every area of our development, our technology stack. In order to meet that end user expectation of scale, we need to improve and scale up how we test everything on the back end.The growth in the need to have a GPU as part of your CI/CD infrastructure meant that we spent a lot of time evaluating a lot of different solutions. We had a fleet that initially starte ...

Investment Rating - The report indicates a positive investment outlook for the computing power scheduling platform industry, driven by the rapid growth in AI model applications and the increasing demand for high-performance computing resources [10][14]. Core Insights - The demand for intelligent computing power in China is experiencing unprecedented growth, particularly in large model applications, which account for nearly 60% of the demand, highlighting the significant potential of the future computing power market [14][30]. - The profitability of computing power scheduling centers heavily relies on government subsidies, which are designed to ensure local resource utilization and risk control. Successful engagement with government decision-making is crucial for companies to secure these subsidies [22][30]. - The core value of computing power scheduling platforms lies in their ability to efficiently integrate and schedule heterogeneous computing resources, significantly improving resource utilization and reducing costs for users [17][20]. Summary by Sections Computing Power Scheduling Platform's Scaling Path - The rapid growth of intelligent computing demand in China is driven by AI large models, leading to accelerated development of large-scale, high-performance computing centers [11][10]. - The profitability of computing power scheduling centers is highly dependent on government subsidies, which aim to ensure local resource utilization and risk management [22][30]. - Platforms must possess efficient integration and scheduling capabilities for heterogeneous computing resources to achieve low-cost, scalable, and marketable monetization [31][39]. Value of Computing Power Scheduling Platforms - The platforms enhance resource utilization, lower user costs, and simplify management processes, providing efficient and convenient computing power services [17][20]. - The core technologies required include resource virtualization, fine-grained slicing, real-time monitoring, and tidal scheduling, which enable low-cost and efficient utilization of resources [31][38]. Government Subsidies as Core Source - Government subsidies are essential for the profitability of computing power scheduling centers, with a structured mechanism to ensure local resource utilization and risk control [22][30]. - Companies must strategically engage early in government decision-making to influence standards and secure contracts [23][30]. Technical Features of Quality Computing Power Scheduling Platforms - Platforms need to have capabilities for fine-grained resource slicing, heterogeneous compatibility, cross-regional scheduling, real-time monitoring, and dynamic scheduling to achieve efficient resource reuse and low-cost monetization [31][38]. Core of Scaling Computing Power Centers - The core of monetizing the value of computing power platforms lies in a large and diverse customer base, which determines profitability speed and pricing potential [39][42]. - A diverse customer base allows for tiered pricing strategies to maximize revenue, while partnerships can help focus on high-margin computing power sales [42][39].