Key Points Industry or Company Involved - Industry: AI and computing power industry - Company: Zhongke Sunway Information Industry Co., Ltd. (Sunway) Core Views and Arguments - Sunway's Investment Value: Sunway is a key player in the domestic AI computing power industry, benefiting from the strong demand for domestic AI computing power [2][4]. - Market Leadership in Liquid Cooling: Sunway has a 61.3% market share in liquid cooling infrastructure, ranking first in the industry for three consecutive years [3]. - Comprehensive Layout of Domestic AI Computing Power Industry: Sunway has a comprehensive layout in the domestic AI computing power industry, covering various aspects such as hardware, software, and infrastructure [2][6][8]. - Leading Products and Technologies: Sunway has developed leading products and technologies in the industry, such as liquid cooling, storage, and AI software [1][5][10]. Other Important Content - Liquid Cooling Technology: Sunway has been involved in the liquid cooling technology field since 2011, and has launched multiple products in the cold plate and immersion cooling fields. Their immersion phase change liquid cooling computers have effectively reduced the PUE value of data centers to 1.04 [1]. - Storage Products: Sunway's subsidiary, Sunway Storage, has developed the world's first billion IOPS centralized all-flash storage FlashNexus and distributed storage ParaStor, which can meet the extreme access performance requirements of AI large model training and inference stages [5]. - Intelligent Computing Centers: Sunway has proactively invested in the intelligent computing center field since 2021, and has successfully put into operation 5A-level intelligent computing centers in Hefei, Changsha, Beijing, Qingdao, and other places [6]. - National Integrated Computing Power Service Platform: Sunway is actively building a "National Integrated Computing Power Service Platform" to connect various computing power infrastructure, optimize scheduling management, and participate in the construction and operation of computing power interconnection service platforms in cities such as Beijing, Chongqing, and Qingdao [6]. - Industry Ecosystem: Sunway has established a diverse, collaborative, and efficient artificial intelligence ecosystem by fully cooperating with leading domestic AI framework, large model, and cloud service manufacturers, with more than 3,000 partners [7]. - Chip and Server: Sunway holds a 27.96% equity stake in Haiguang Information, a leading domestic CPU and GPU manufacturer. It has developed high-end computing products for various AI application scenarios, such as deep learning, large model training, edge intelligent inference, and AI for Science [8]. - AI Basic Software: In 2024, Sunway launched the DAS artificial intelligence basic software system, which can provide full-stack AI optimization capabilities. The company also launched the "Sunway AI Model Repository", integrating more than 100 key scenario applications and more than 100 optimized models, providing users with one-stop services such as model download and quick adaptation to various application scenarios, and continuously expanding the model library scale. It also established the OpenDAS open-source space [10].
未知机构:重视中科曙光投资价值全方位布局国产算力产业链中科曙光是国内-20241226
2024-12-26 02:10