[Industrial Internet Weekly]OpenAI will release more intelligent GPT O3 models as soon as next month; the National Development and Reform Commission and the National Data Agency establish a mechanism for authorization of public data resources to authorize operation prices; Then OpenAI’s exclusive cloud service provider;

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Domestic information

Hu Houkun stepped down as a legal representative of Huawei Digital Energy Technology Company

Tianyancha shows that recently, Huawei Digital Energy Technology Co., Ltd. has undergone industrial and commercial changes. Hu Houkun stepped down as the company’s legal representative, and Wang Hui took over. At the same time, many executives changed. Founded in June 2021, the company has a registered capital of 3 billion yuan. The business scope includes online energy measurement technology research and development, online energy monitoring technology research and development, power industry efficient energy -saving technology research and development, emerging energy technology research and development, energy recovery system development, electromechanical coupling system R & D, etc., Huawei Technology Co., Ltd. wholly shares.

Green League Technology is expected to increase in revenue in 2024, a year-on-year loss of 60.09%-70.32%

On January 20, Green League Technology released the 2024 annual performance forecast. It is expected that the company’s operating income in 2024 to achieve 2.260 billion yuan to 2.460 billion yuan, an increase of 34.46%-46.36%over the same period last year; the net profit attributable to shareholders of listed companies -3.90 From 100 million yuan to 290 million yuan, the same period of the previous year was -977 million yuan, a year-on-year loss of 60.09%-70.32%. In the first three quarters of 2024, the operating income of Green League Technology was 1.274 billion yuan, and the net profit attributable to the mother was -326 million yuan.

Huang Renxun said that Chinese employees’ resignation rate is the lowest worldwide

Nvidia held a New Year meeting in Beijing on the 19th, and Huang Renxun, the founder CEO, attended. In his speech, Huang Renxun said that many people have not understood Nvidia for 25 years. Beijing, Shanghai, and Shenzhen have nearly 4,000 employees. The loss rate of Chinese employees is the lowest in the world, with an annual departure rate of only 0.9%.

Jiao Xingchen announced the new STEP series model

Jiao Xingchen announced that the Step series models are new, Step-2 mini and Step-2 literary master version can now call the Step-2 mini API interface on the Jiying Star Open Platform. Ask the app, the web page will also be launched this week.

National greenhouse gas emissions factor database is launched, which is convenient for enterprises and other subjects to account for carbon emissions

Recently, the first edition of the “National Greenhouse Gas Emissions Factor Database” jointly led by the Ministry of Ecology and Environment and the National Bureau of Statistics has officially launched. All sectors of society can log in to the national greenhouse gas emissions factor database website, query relevant industry greenhouse gas emissions factor and refer to use.

Zhongke Xingtu released the comprehensive service platform of low -altitude scene “Star Map Low Sky Cloud V1.0”

Chinake Star Map released a new strategy of low -altitude and Xingtu low cloud V1.0. It is understood that the comprehensive service platform in the low -altitude scene is the comprehensive service platform in the low -altitude scene, which has the capacity of all -factor data supply, low -altitude grid construction capacity, low -altitude digital twin construction capacity, all -time and space data computing capacity, etc. Based on the data supply capacity of digital earth ten-layer data and the data supply of the heavenly foundation satellite, the star map is supported by digital Earth supercomputers, and the two-engine dual-engine of G-DGGS and Geosot airspace grids is used as the core driving force. In the floor -to -ceiling mode, Xingtu low -air cloud V1.0 supports localized flying service platform delivery, online model delivery, and online flying platform delivery. At present, the low -air clouds of China Coco have opened 10+ cities between online models for customers across the country, and more cities are opening docking.

The National Artificial Intelligence Industry Investment Fund Partnership (Limited Partnership) was established with a capital contribution of 60.6 billion yuan

Tianyancha shows that the National Artificial Intelligence Industry Investment Fund Partnership (Limited Partnership) was established on January 17 with a capital contribution of 60.6 billion yuan. Partners include: Guozhi Investment (Shanghai) Private Equity Fund Management Co., Ltd. and National Integrated Circuit Industry Investment Fund Third Phase Limited Co., Ltd.

The National AI Industry Investment Fund was established with a capital contribution of 60.6 billion yuan

According to the company’s inspection APP, on January 17, the National Artificial Intelligence Industry Investment Fund Partnership (Limited Partnership) was established with a capital contribution of 60.6 billion yuan. The business scope includes: private equity funds engaged in equity investment, investment management, asset management and other activities. The company’s investigation of equity penetration showed that the enterprise was jointly funded by the National Integrated Circuit Industry Investment Fund Third Phase III (referred to as the “Phase III”) and Guozhi Investment (Shanghai) Private Equity Fund Management Co., Ltd.

Doubao real -time voice model is online

The real -time voice model was officially launched on January 20th and opened in full amount in the Doubao APP. According to reports, the real -time voice model of the bean bag is a model of voice understanding and generating integration, which realizes the end -to -end voice dialogue. Compared with the traditional type of joint model, it is amazing in terms of voice expression, control, and emotional acceptance, and has the characteristics of low latency and interruption in dialogue.

Huang Renxun, CEO of Nvidia, was absent from Trump’s inaugural ceremony, and said in China to continue to cooperate with China

On January 20, Beijing time, Huang Renxun, CEO of Nvidia, did not go to the inauguration ceremony of the United States elected President Trump and appeared at Beijing to participate in the company’s annual meeting. Earlier, Huang Renxun participated in company activities in Shenzhen and Taiwan. Huang Renxun said, “We have many partners in China. We have worked here for about 25 years. There are thousands of employees, so we will continue this (cooperation). We have excellent partners. We still have many projects. Here “. When asked about what business in China, Huang Renxun said “everything goes well.”

Fei Bei Technology released the AI ​​Development Assistant “Flying Calculation Javaai” generated by the complete engineering code

Fei Ting Technology announced that the AI ​​Development Assistant generated by the complete engineering code Flying Calculation Javaai was officially launched. It is understood that Fei Calcida Javaai realizes the full intelligent guidance of the entire process of demand analysis, software design, and engineering code generation to help developers quickly complete project development.

Kingdee turns to domestic cloud? Kingdee response

On January 21, according to Leifeng.com, the domestic head ERP company Kingdee is gradually reducing its share on AWS (the cloud computing platform created by Amazon) and relocated its business to the domestic cloud service platform. In response, he verified with Kingdee and received a reply saying that “the migration belongs to the company’s normal operation plan. At present, Kingdee and AWS have maintained a close cooperation in the global layout. At the same time, with the expansion of internationalization in the future, Kingdee will follow AWS and others Internationally renowned companies carry out more and wider scope of cooperation. “

Shengtian Network: Real -time voice model for McPlippocalypse to access the bean bag

The Doubao AI tool has recently released a new emotional companion voice model. It is learned from the Shengtian Network that the company’s AI music social products have access to Mai and have access to the Doubao AI tools and the Minimax AI tools. At present, wheat is in the rapid product iteration stage, the number of users is still increasing, and preliminary results are achieved in commercialization.

Foshan, Guangdong established a small model industry consortium

The model industry · Enterprise AI Application Mall and the establishment of the Foshan AI Small Model Industry Union were held in Foshan. The scene brought together over 150 well -known enterprises and institutions, covering the local mainstream AI capability supplier and AI service requirements. By constructing an industry exchange platform, focusing on the application of AI models, promoting supply and demand cooperation and resource integration, helping to create Foshan AI small small small small AI small small Model application ecosystem.

Doubao Model 1.5PRO is officially released

On January 22, the 1.5Pro version of the Dou Bao Model was officially released. During the model training process, no other model data generated. At present, Doubao-1.5-PRO has been launched on the bean bag APP, and developers can also call the API directly on the volcanic engine.

Tencent Cloud and Zhengda retail reached strategic cooperation

CP AXTRA, a retail company of Zhengda Group, and Tencent Cloud announced that it has reached a digital strategic cooperation. It is reported that Tencent Cloud will help Zhengda retail digital upgrade based on digital experience in technology and industry. At present, CP Axtra’s main retail and wholesale business system has successfully moved to Tencent Cloud.

Chengdu Huadou: Artificial intelligence chips with AI computing power up to 16TOPS have been tried in small batches

Chengdu Huagai stated on the interactive platform that the company has developed an artificial intelligence chip that has been successfully used in the field of edge computing. The AI ​​computing power is as high as 16TOPS and has tried small in many customers in special industries. For the field of edge computing, the 100TOPS computing power, and the artificial intelligence chip with a video codec capacity of up to 8K is also under development.

Byte starting AGI long -term research plan, codenamed SEED EDGE

According to media reports, the bytes of the Bao Bao Model Team have established a long -term AGI research team internally, codenamed “SEED EDGE”, encouraging project members to explore the longer cycle, uncertain and bold AGI research topics. A person close to bytes revealed that the goal of SEED EDGE is to explore the new method of AGI. The name of SEED in the code name is the name of the Doubao model team. Edge represents the cutting -edge AGI exploration. SEED EDGE encourages cross -modular and cross -team cooperation, provides a loose research environment for project members, and implements a longer -cycle assessment method to ensure challenging the truly disruptive AGI subject. SEED EDGE has initially identified the five major research directions, including the boundaries of exploration and reasoning capabilities, the boundaries of exploration and perception ability, the design of the next -generation model of hard and hard -and -hard integration, exploring the next generation of AI learning paradigms, and exploring the next Scaling direction.

Baichuan Intelligent Release In-depth Thinking Model Baichuan-M1-Preview

Baichuan Intelligent releases the full scene in-depth thinking model Baichuan-M1-Preview. This model also has the three major fields of reasoning, vision and search, which is now officially launched in Baixiaozhong. According to reports, in mathematics, code and other authoritative evaluations, the performance of Baichuan-M1-Preview can be targeting O1-Preview.

China Telecom releases the “Complex Reasoning Model”, and the mathematical benchmark evaluation surpasses GPT-4O

Teleai-T1-PREView, Teleai-T1-PREView, “Teleai), the China Telecom Artificial Intelligence Research Institute (Teleai). Teleai-T1-PREVIEW uses the reinforcement learning training method. By introducing the accuracy of complicated problems such as mathematical derivation and logical reasoning by introducing exploration and reflection such as exploration and reflection. In the US Mathematics Competition AIME 2024 and Math500, the two authoritative mathematical reference evaluation, Teleai-T1-Preview scored 60 and 93.8 points, respectively, surpassing benchmark models such as OpenAI O1-Preview, GPT-4O. In GPQA Diamond, the Grade-level Q & A test, Teleai-T1-Preview scores more than GPT-4O, and the performance level of Claude 3.5 Sonnet is on the shoulder.

Overseas

Trump has revoked Biden’s artificial intelligence administrative order in 2023

Trump has revoked the administrative order of the former president in 2023 about artificial intelligence, which is part of his work on the first day. Biden’s administrative order asked the company to inform the government when developing a powerful model that may affect national security, economy or public health. The administrative order also instructed each institution to formulate standards and indicators for testing artificial intelligence systems, and includes the terms of restricting prejudice and discrimination, which are the content that Trump criticized in campaign activities. It is unclear what measures will Trump’s team take to replace President Biden’s order in terms of artificial intelligence. President Bayeng’s order has been generally supported by large companies, but has been criticized by some small technology companies. They think of them. Some requirements will hinder innovation.

Nvidia executive: Completely driving cars in 2030 difficulty on the road before 2030

Alibaba Cani, the head of Nvidia Automotive Department, said that full autonomous cars are still far away, and it is unlikely that it will be fully put into use on public roads within this decade (before 2030). Although some cars have currently achieved limited autonomous driving functions in a specific controlled environment, he pointed out that in order to achieve truly autonomous driving of the car, further breakthroughs need to be made in computing power and technology.

The second dialogue of the Ministry of Digital Economic Cooperation in China and Thailand was held in Bangkok

On January 18, the second -level dialogue between the Ministry of Digital Economic Cooperation in China and Thailand was held in Bangkok, Thailand. Zhang Yunming, deputy minister of the Ministry of Industry and Information Technology, co -hosted a dialogue with Thai Vice Premier and Digital Economy and Minister of Social Affairs. After the dialogue, Zhang Yunming and Bathers attended the second China -Thailand Digital Economic Cooperation Forum and delivered a speech. The two sides witnessed the signing of the Digital Economic Cooperation Projects of China and Thailand. Zhang Yunming said that China and Thailand actively promoted cooperation in the digital field to achieve fruitful results, hoping to continue to expand multi -level exchanges and cooperation between government, encourage China and Thailand universities, scientific research institutions and enterprises , A fair digital economic development environment, stimulate new momentum of economic growth. Batham said that the Thai Digital Economy and Social Ministry are willing to provide support and convenience for Chinese -funded enterprises in Thailand, and look forward to Chinese digital companies invest in the construction of Thailand’s “Digital Valley”. It is hoped that the two sides will use digital cooperation to help the stable, prosperous and sustainable development of China and Thailand.

American start -up AI company Perplexity proposes to merge with Tiktok’s US business

After short -term stop service, Tiktok, a short video social media platform, returned to the US service on the 199th. However, it is reported that before Tiktok suspended the service earlier on the 18th, the US artificial intelligence startup Perplexity submitted a acquisition proposal to the Tiktok’s parent company. According to reports, the proposal proposes to merge Perplexity, Tiktok in the United States and new capital partners into a new entity. This merger solution allows most existing investors to retain equity.

Australian regulatory agencies have begun to review transactions by Hashicorp, an IBM acquisition software company,

The Australian Competition and Consumer Council (ACCC) announced on January 21 that the transaction from Hashicorp, the IBM acquisition software company, to the relevant parties to submit materials related to the proposed acquisition of acquisitions before 5 pm on February 4, 2025. Last April, IBM announced that it would acquire Hashicorp at $ 35 cash per share, with a corporate value of $ 6.4 billion.

Microsoft said it is no longer an exclusive cloud service provider of Openai

According to reports, Microsoft said on Tuesday that Microsoft will no longer be the exclusive cloud service provider of OpenAI, but it will still have “priority purchase rights” for the new cloud service agreement of OpenAI.微软在2019年向OpenAI投资10亿美元时，拥有了OpenAI独家云服务提供商的权利，此后，随着微软继续为这家初创公司提供资金，两家公司一直在合作构建数据中心超级计算机，以Train OPENAI model. Microsoft said on Tuesday that Microsoft still retains its exclusive rights to sell Openai models on its Azure Cloud platform, and the right to reuse OpenAI intellectual property rights in its own products, and adds that the current agreement between the two companies will be extended to 2030.

Trump will announce the joint investment of artificial intelligence infrastructure in Openai, SoftBank and Oracle

According to reports, US President Trump will announce that OpenAI, SoftBank and Oracle will set up a project called the “Stargate” project. Artificial intelligence infrastructure investment will invest at least 500 billion US dollars to create 100,000 jobs.

Google was fined $ 12 million in Indonesia for monopoly

The Indonesian antitrust supervision agency (KPPU) stated on January 22 that Google was fined 202.5 billion Indonesian Shields (about $ 12.4 million) because it had monopoly in Google Play. The statement states that Google requires applications to use its Google Play billing system, which violates Indonesia’s antitrust law.

Openai will release a smarter GPT O3 model as soon as next month. In the first quarter, the first batch of AI intelligent tools will be pushed

According to reports, Kevin Weil, the chief product officer of OpenAI, said that OpenAI is expected to release more intelligent GPT O3 models in February or March. In addition, the company will launch its first batch of AI smart tools in the first quarter to enable ChatGPT to perform actual operations on the computer. Well gave an example that ChatGPT can help his children fill in and submit a football registration form. Anthropic CEO Dario Amanda has previously predicted that in two to three years, AI, which may surpass human intelligence within two to three years. Verr hinted that this may even happen before 2027.

Chris Tope Yang resigned from Microsoft’s Vice President of the Development of Microsoft Business

In the regulatory documents, Microsoft disclosed that the company’s executive vice president, Chris Topp, decided to resign, his responsibilities include business development, strategic and venture capital. Yang will stay until the end of March to provide transition support and fulfill additional responsibilities. Yang was appointed as the vice president of business development in 2020. Prior to this, he was the CEO of Cycling Giant Michadifer. The document shows that Yang’s total salary in fiscal 2024 reached $ 12 million, which is one of Microsoft’s highest salary executives.

Financing and acquisition

FOOTHILL VENTURES completed the three phases of $ 110 million in fundraising

The Silicon Valley Early Fund Foothill Ventures announced that it exceeded the three -stage fundraising, exceeding $ 110 million, and will continue to add early AI technology companies. Foothill Ventures was established in 2017 and has invested in more than 100 startups in the field of cutting -edge technology. At present, it is specially layout in the field of Gen AI. In addition to several unicorn, Weride, a self -driving company in its invested companies, has been listed on the Nasdaq. Namocell, Aviva Links, Omniml and other companies have been acquired.

Shang Tang Shanhui completed a round A financing, and Jinshajiang Chuang Investment Leading Capital

Shang Tang Shanhui announced the completion of the A round of financing. This round of financing was led by tens of millions of yuan in Jinshajiang Venture Capital. The asset management platforms and industrial capital of Weimu Capital, Castrol Fund and Jinhong Fund followed up. Focus on investment in Retail AI algorithm research and development innovation and overseas market expansion strategic direction. Shang Tang Shanhui was born in Shangtang Group, AI Artificial Intelligence Software Company, focusing on the retail field of commodity identification algorithms and intelligent operating effectiveness. At present, the company has launched a new generation of unmanned retail smart cabinet solutions.

Guangzhou AI chip startup has won hundreds of millions of yuan in financing

Guangzhou GM AI computing chip Innovation Entrepreneur Intelligent announced that recently completed hundreds of millions of yuan in Series A financing. The fundraising funds will be used for the company’s upcoming RISC-V computing chip’s mass production, market expansion and improvement of the software and hardware ecology, and meet the growing market demand. This round of financing is led by the National SME Development Fund Managed by Old and Fahai Management of Old Shareholders, and the old shareholders such as Lion City Capital and volcanic stone investment have been added.

Qingcheng Jizhi completes the Pre-A round financing

The intelligent computing power system software service provider “Qingcheng Jizhi” has completed the Pre-A round of financing recently. This round of investors include Beijing Artificial Intelligence Industry Investment Fund, China Science and Technology Star, and Koala Fund.

Ali Health’s information technology company reduced capital to 500,000, a decrease of about 99.83%

The Tianyancha APP shows that recently, industrial and commercial changes have undergone industrial and commercial changes in Lichao Information Technology (Beijing) Co., Ltd., and the registered capital has been reduced from 300 million yuan to 500,000 yuan, a decrease of about 99.83%. Established in October 2005, the company is Yuan Konghu, which is the business scope of development of computer software, network and communication product technology. Shareholders’ information shows that the company is wholly -owned by Ali Health (Hong Kong) Technology Co., Ltd.

Policy & trend

Chinese Academy of Social Sciences and JD.com released the “White Paper in the Integrated Development Development of Industry”

A few days ago, the three parties of the University of China University Platform Economic Research Center, the China Market Society, and Jingdong Political Enterprise Affairs jointly released the “White Paper of the Industry and the Development of Industry and the Development of Industry”. The white paper focuses on the development trend of digital intelligence in government procurement in 2025. In the industry, it first proposed the conceptual framework and power mechanism of the “integration of karma”, innovatively refined the “OEC” value model, and combined with the purchase of the 4.0 stage.

By systematic analysis and research on the integration of digital intelligence -driven industry, the White Paper gave the “12345” model framework for the comprehensive collaboration of government -enterprise procurement systems and government -enterprise procurement infrastructure service providers to accelerate the cracking “price in the procurement price” price price , Quality and Efficiency “cannot be triangle, and comprehensively to the specific practical path of” cost, efficiency, experience “transformation of the golden triangle transformation of the golden triangle.

Sichuan Provincial Government Work Report: Continue to do a good job in the manufacturing industry’s “intellectual changes” and large -scale equipment updates to build a number of smart factories

The fourth meeting of the 14th People’s Congress of Sichuan opened on the morning of January 20th. The meeting heard the work report made by the governor Shi Xiaolin on behalf of the Provincial People’s Government. The report proposes to accelerate the upgrading of industrial quality. Promote the improvement of quality and efficiency of high -tech zones, economic development zones, chemical parks, etc., and carefully cultivate the manufacturing single champion, industry stealth champion, gazelle enterprise, unicorn enterprise and specialized new enterprises to promote the “regulations and listing on the list , Shangyun, listing. ” Continue to do a good job in the manufacturing industry’s “intelligent change” and large -scale equipment updates to build a number of smart factories. Promote the construction of a green manufacturing system and increase the industrial new content, intelligence content, and green content.

The National Development and Reform Commission and the National Data Bureau Establish a mechanism for operating price formation of public data resources

The National Development and Reform Commission and the National Data Administration have established a mechanism for operating price formation of public data resources. Formulate the standards for public data operation service fees, and the development and reform departments and data management departments will approve the maximum allowance income of the operating institution; within the maximum allowance income range, the authorized subject will formulate the upper limit charging standard for various products and services, and report the development and reform department in writing and the development and reform department. Data management departments; operating institutions determine specific charging standards within the scope of no higher than the upper -limit charging standard. The authorized subject should consider the data, computing power, storage and other resources of various products and services in different application scenarios, the use of human resources, and the sales scale of sales. The specifics can be charged according to the number of products, the number of services, service time, and data calls.

Ministry of Industry and Information Technology: Strengthen key core technology in 2024, and major innovation results have continued to emerge

At the press conference of the National New Affairs Office held on January 21, Zhang Yunming, deputy minister of the Ministry of Industry and Information Technology, introduced that in 2024, we strengthened key core technology research and major innovation achievements continued to emerge. There are breakthroughs in major equipment, C919 has been delivered 16, and 300 MW -class F -class heavy gas turbines have been successfully ignited. The tile -grade wind power main shaft bearing and gear box bearing, the world’s largest pile ship main oil cylinder, etc. have successfully went offline. The development and industrialization of high -speed rail and nuclear power equipment use high -performance fasteners. The 65 innovative medical devices were approved to be listed, and the 1,000 -kilowatt -class civil turbhaft engine obtained a model qualification certificate. The first commercial space launch site was successfully launched for the first time. The value -added value of high -tech manufacturing above scale increased by 8.9%year -on -year.

Ministry of Industry and Information Technology: It will accelerate the research and introduction of documents that promote the high -quality development of the digital industry

Tao Qing, director of the operation and coordination of the Ministry of Industry and Information Technology, said at the press conference of the New National Office on January 21 that the next step, we will accelerate the research and promotion of documents to promote the high -quality development of the digital industry, increase policy support and factor guarantee , Strengthening monitoring of digital industry operation, strengthening the implementation of industrial policies and financial policies, accelerating the establishment of digital industry clusters with international competitiveness, and providing strong support for the stronger and superior digital economy.

Guangdong: Support technology -based enterprise efficient implementation of mergers and acquisitions and reorganizations

The Guangdong Provincial People’s Government issued the “Several Measures on the Development of the Capital Market to help Guangdong’s modernization.” It proposes to improve the level of innovation chain in the entire process of capital market services. Improve the policy of financing of scientific and technological innovation equity, and establish a multi -level support system for “stocks, debt, foundation, period, and finger” linkage. Encourage science and technology enterprises to issue science and technology convertible bonds, science and technology bonds, and SMEs to support bonds, and support the participation of bonds of science and technology innovation companies to participate in the market. Support technology -based enterprises to implement mergers and acquisitions and reorganization efficiently. Promoting the innovation of futures and derivatives steadily. Encourage professional institutions to design index products and guide funds to invest in technology -based enterprises.

Ministry of Industry and Information Technology: In 2025, the pilot deployment is deployed, and the construction layout of the computing power center is optimized in an orderly manner

Xie Cun, the director of the Information and Communication Development Department of the Ministry of Industry and Information Technology, said at the press conference today that in 2025, it will continue to grasp the “construction, use, and research” and promote the development of the information and communication industry to achieve three “upgrades”. The first is the evolution and upgrading of the network, improve the “dual Gigabit” network upgrade policy, pilot the deployment of 10D light network, and orderly promote the optimization of the construction layout of the computing power center; “Upgrade version, accelerate the popularization of the full -chain of new generation of information technology; third, the upgrade of innovation capabilities, increase the evolution of 5G and 6G technology innovation investment, expand the opening of the telecommunications business in a timely manner, and promote the sustainable and healthy development of the information and communication industry.

Beijing: Endial layout 6G industry

According to the relevant person in charge of the Beijing Development and Reform Commission, this year’s key projects have accelerated the improvement of integrated circuit innovation ecology, excellent and stronger new energy vehicle industry, cultivated new growth points for the pharmaceutical and health industry, actively use digital technology, green technology transformation to improve traditional industries, arrange strategies, arrange strategies 23 emerging industries; build a source of artificial intelligence innovation and application highland, cultivate the premiere advantages of the humanoid robot industry, consolidate and improve the “South Arrow and North Star” industry pattern, create a highland for the development of the hydrogen energy industry, the 6G industry in advance, arrange ultra -intellectual calculations, arrange ultra -intellectual calculations 15 future industrial projects including artificial intelligence innovation demonstration park.

CITIC Securities: Computing power hardware iteration, high -frequency and high -speed resin accelerated volume

CITIC Securities Research Report pointed out that AI has grown strongly and the demand for computing power has continued to increase. Overseas corporate corporate computing power products enter the volume period, and computing power products continue to iterate, driving the improvement of hardware shipments and hierarchical requirements. As the core link, PCB has improved material performance requirements, high -frequency high -speed resin PPO, and double -horse BMI resin accelerate. Looking forward to the direction of the technology, electronic resin, such as hydrocarbons and polytrafluoroethylene resins such as hydrocarbons and polytrafluoroethylene resins.

IDC: By 2028 global AI infrastructure expenditures exceed 100 billion US dollars

The latest report of the survey agency’s IDC shows that the global AI infrastructure market is ushered in unprecedented growth. It is expected that by 2028, expenditure will exceed $ 100 billion. In the first half of 2024, the global organization’s investment in AI computing and storage hardware increased by 37%year -on -year, with a total of 31.8 billion US dollars. The main driving force of this growth comes from a large amount of investment in AI servers. These servers account for 89%of the total expenditure of AI infrastructure, an increase of 37%year -on -year. In particular, the AI ​​infrastructure deployed in the cloud and shared environment accounts for 65%of the total expenditure of the AI ​​server, which indicates that oversized providers, cloud service providers and digital service providers are actively expanding their AI infrastructure capabilities.