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.
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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)
Xiling Information: Plans to jointly invest with Xinyun Data to establish a holding subsidiary and cooperate in the field of computing infrastructure operation.
According to Mars Finance, Xiling Information (300588.SZ) announced that it plans to jointly invest with Burqin County Xinyun Computing Technology Co., Ltd. to establish Xinjiang Xiling Xinyun Intelligent Computing Industry Development Co., Ltd., with a registered capital of 20 million yuan, of which Xiling will contribute 11 million yuan, holding 55% of the shares. The two parties have signed a "Cooperation Agreement" to cooperate in the field of computing infrastructure operation, including computing server leasing, computing service delivery, and the introduction of financial leasing. The joint venture aims to achieve a computing power consumption scale of no more than 256 high-performance servers and promote the construction of the AIToken platform. This agreement is a framework agreement, and specific cooperation matters are subject to uncertainty. (Cailian Press)
South Korea plans to invest 5 trillion won in excess tax revenue from semiconductors to develop "sovereign AI" and purchase 10,000 GPUs to support a single team.
According to Beating's monitoring, the Korea Economic Daily revealed that South Korea's Ministry of Science and ICT is in discussions with the Presidential Office and the Ministry of Finance, planning to utilize approximately 5 trillion won in excess tax revenue from the semiconductor industry to purchase about 10,000 of NVIDIA's most advanced Vera Rubin superchip GPU modules this year. This investment will be used to support elite teams developing world-class "sovereign AI" models. This decision stems directly from the sense of crisis caused by US export controls on cutting-edge AI models—Anthropic's Fable 5 and OpenAI's GPT-5.6 have been restricted from external access, forcing South Korean companies to urgently modify systems built on these models. The concept of "national strategic assetization" of AI models has thus become a reality. Currently, although four teams in South Korea—LG AI Research Institute, SK Telecom, Upstage, and Motif Technologies—are advancing independent basic model projects, each team only receives support from 700 to 800 GPUs. This dispersed investment makes it difficult to compete with globally leading models that utilize tens of thousands of GPUs. The government has therefore decided to shift to a "selection and concentration" strategy, allocating 10,000 GPUs to the best teams at once, and plans to include special funds in the supplementary budget for attracting top overseas AI talent. South Korean President Lee Jae-myung publicly stated last month that the GPU procurement pace was too slow and demanded that related funds be ensured when compiling the supplementary budget. The current global competitive window is extremely short, with companies like Anthropic and OpenAI iterating new models weekly. France, with its single-focus strategy, has surpassed Meta to become the seventh largest AI provider globally, thanks to Mistral AI. If South Korea cannot catch up in the short term, it risks becoming an "AI vassal state." The South Korean semiconductor academic community has given this positive feedback, believing that investing the funds gained from hardware prosperity into building software competitiveness is essentially an investment in the country's future. --------------------------------- Click the original link below to join the Beating · Lark AI news channel for 24/7 monitoring of global AI hotspots and news.
Tengjing Technology: Plans to invest 35 million yuan to establish a wholly-owned subsidiary, Tengjing Vision Technology (Kunshan) Co., Ltd., to accelerate the industrialization of its AR waveguide + optomechanical module business.
According to Mars Finance, Tengjing Technology (688195.SH) announced that, in order to further optimize resource allocation and integrate its AR (Augmented Reality) consumer optics business layout, and accelerate the industrialization of its AR waveguide + optomechanical module business, the company, after preliminary planning and on-site research, plans to invest RMB 35 million of its own or self-raised funds to establish a wholly-owned subsidiary, Tengjing Vision Technology (Kunshan) Co., Ltd., in Kunshan City. The company aims to seize the opportunity of global AI computing power growth and further improve the operational quality of its optical communication business. Based on its focus on core businesses, this investment aims to integrate R&D, production, and sales resources for AR consumer optics, achieving centralized and professional operation. The company focuses on the optical communication field, fully leveraging its strategic positioning in key segments of the "upstream crystal materials - midstream optical components/modules - downstream instruments and equipment" industry chain, seizing the opportunity of continued global AI computing power growth, promoting the continuous development and expansion of its core optical communication business, and further improving the company's operational quality. Based on its focus on core businesses, this investment in establishing a subsidiary in Kunshan aims to integrate R&D, production, and sales resources for AR consumer optics, achieving centralized and professional operation. Leveraging Kunshan's industrial support, locational advantages, and policy benefits, the investment will accelerate the industrialization of AR near-eye display optical modules, further improve the company's business layout, and enhance its sustainable development capabilities. (Cailian Press)
Parallel Technology: Its wholly-owned subsidiary plans to lease GPU computing power resources worth no more than 166 million yuan.
Mars Finance reports that Parallel Technology announced that its wholly-owned subsidiary, Wuhan Parallel Intelligent Computing, plans to sign a procurement agreement with Xinjiang Yinfeng Intelligent Computing Power to lease GPU computing resources for a three-year term. The contract amount is expected to not exceed 166 million yuan. (Cailian Press)
Litong Electronics: Its controlling subsidiary plans to sign a software licensing agreement with Rafay
According to Mars Finance, Litong Electronics (603629.SH) announced that its controlling subsidiary, Haina Litong, plans to sign a software licensing agreement with Rafay Systems, Inc. As a distributor, Haina Litong will integrate Rafay software with its own computing power products and provide them to end customers, paying licensing fees based on a percentage of revenue from each license. This transaction constitutes a related-party transaction and is subject to shareholder approval. The agreement is an exclusive license for one year, renewable for another year if at least US$6 million in revenue is achieved in the first year. (Cailian Press)