Digital China: Wins bid for a Huawei intelligent computing server procurement project from a major state-owned bank, with an estimated value of 371 million yuan.
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Yitian Intelligent: Subsidiary plans to purchase servers and related equipment for no more than 550 million yuan, mainly for providing computing power services to customers.
According to Mars Finance, Yitian Intelligent (300911.SZ) announced that its wholly-owned subsidiary, Gansu Yisuan Intelligent Technology Co., Ltd., plans to purchase servers and supporting equipment from multiple suppliers. The total contract amount is expected to not exceed 550 million yuan, mainly for providing computing power services to customers. (Cailian Press)
Goldman Sachs released a report on China's AI computing power, predicting that domestically produced chips will account for over 50% of the market share by 2026.
According to a Goldman Sachs report, "China AI Computing Power," published by P Equity Research, China is accelerating the construction of its nationwide computing network. Related infrastructure projects are expected to attract 7 trillion yuan in investment by 2026, with data center investment reaching approximately 2 trillion yuan over the next five years. Currently, capital and technology are shifting massively to computing hubs in western China, while data centers in first-tier cities are transforming to focus on ultra-low latency computing, edge nodes, and AI inference. Although gigawatt (GW) clusters containing more than 100,000 chips are still scarce in China, in typical GW-level computing parks, workloads already consist primarily of inference (accounting for over half), along with training and full-stack R&D. The report predicts that by 2026, the market share of domestically produced AI accelerator chips is expected to exceed 50%. Huawei and Alibaba's Pingtouge lead the domestic camp with 20% and 7% market share respectively, but Nvidia currently maintains its overall market dominance with a 55% share. In terms of cost and performance, domestically produced chips have 40% to 50% lower capital expenditure per unit of IT power consumption compared to imported chips. However, due to the performance gap, their capital expenditure per unit of computing power is 2 to 4 times that of imported chips, and the computing power generated per unit of power consumption is only 10% to 30% of that of imported chips. In addition, the daily token output of Huawei's 910B/910C servers is about one-sixth to one-third of that of NVIDIA's H800, resulting in API profit margins based on this hardware lagging significantly behind those of competitors using NVIDIA hardware.
Guangdong: Support Guangzhou, Shenzhen, Foshan, Dongguan and other cities to take the lead in building high-value-added intelligent computing centers.
According to Mars Finance, 11 departments, including the Guangdong Provincial Government Service and Data Management Bureau, recently issued the "Guangdong Provincial Action Plan for Promoting the Digital Transformation of Cities and Building Smart Cities," which mentions optimizing the layout of urban computing networks. Addressing the development needs of megacities and urban clusters, the plan calls for a comprehensive planning of urban computing center systems, constructing a cloud-edge-device collaborative computing network. It also emphasizes accelerating the construction of an all-optical network foundation for cities, creating a high-quality computing capacity network capable of "millisecond-level computation," achieving millisecond interconnection of computing centers, millisecond-level access to computing services, and millisecond-level response to computing applications. The plan supports Guangzhou, Shenzhen, Foshan, and Dongguan in taking the lead in building high-value-added intelligent computing centers, flexibly deploying edge computing nodes to meet the high-bandwidth, low-latency, and high-reliability computing power requirements of scenarios such as low-altitude economy, autonomous driving, and the industrial internet. (Cailian Press)
Shenzhen Huaqiang: The company is the general distributor of Huawei computing components (including Ascend and Kunpeng).
According to Mars Finance, Shenzhen Huaqiang (000062.SZ) released an investor relations activity record announcement. The company is a major authorized distributor of Murata globally and has recently observed increased customer orders, increased inventory replenishment, and proactive restocking. For some out-of-stock models, the company prioritizes meeting the procurement needs of major customers. The company is also the general distributor of Huawei computing components (including Ascend and Kunpeng) and will continue to promote the technology and products of Huawei computing components, actively assisting Huawei in building its computing power ecosystem. Shenzhen Huaqiang Intelligent Computing Technology Co., Ltd. is a recently established company, positioned as a comprehensive AI computing power service provider. In the future, the company's main development direction will be centered on Huawei computing components (including Ascend and Kunpeng), collaborating with various partners to provide chips, modules, and other products to the domestic AI industry, while simultaneously providing end-to-end capabilities such as customized solutions, technical services, and supply chain support, jointly building a domestic AI full-stack ecosystem covering the edge, cloud, and device. (Cailian Press)
Shenhao Technology: Plans to purchase servers worth no more than 2 billion yuan to provide computing power leasing services to customers.
Mars Finance reports that Shenhao Technology (300853.SZ) announced that the company and its subsidiaries plan to purchase servers from multiple suppliers, with the total contract amount expected to not exceed 2 billion yuan. The servers will primarily be used to provide computing power leasing services to customers. This procurement is a key measure for the company to implement its "One Body, Two Wings" development strategy, aiming to achieve a strategic transformation from an industrial inspection robot equipment provider to an industrial intelligent service provider. (Cailian Press)
Zhang Yuhang of Beijing Municipal Bureau of Economy and Information Technology: Building a 10,000-calorie computing power cluster, aiming to add over 70,000 petabytes of intelligent computing power this year.
According to Mars Finance, Zhang Yuhang, a second-level inspector of the Beijing Municipal Bureau of Economy and Information Technology, stated on July 8th that the next step is to solidify the foundation of computing power and data. This includes building a computing power structure of "foundation within Beijing and expansion outside Beijing," constructing a 10,000-calorie computing power cluster, and achieving an additional intelligent computing power scale of over 70,000 petabytes within the year; exploring new models such as computing-power collaboration and direct green electricity supply; continuously improving the institutional system for data property rights, authorized operation of public data, and revenue distribution; creating a trustworthy data space; and improving the data circulation service ecosystem. (Beike Finance)