On September 11, Suiyuan Technology will officially land on the Science and Technology Innovation Board. At this point, four domestic computing power chip companies, Moore Thread, Mu Xi Co., Ltd., Bizao Technology, and Suiyuan Technology, have gathered in the capital market, which means that these four companies have completed initial technical verification and capitalization, and competition has entered a new stage. Wang Peng, a researcher at the Beijing Academy of Social Sciences, analyzed to the Securities Times reporter that in a context where the domestic AI computing power supply and demand gap continues to widen and the rigid demand for domestic alternatives, the “Four Little Dragons” have entered a stage of rapid revenue growth, but the inflection point of profit remains to be seen. What needs to be carried out in the future is a systematic competition: large-scale delivery capabilities to support the implementation of large-scale intelligent computing clusters; full-stack adaptation efficiency of software and hardware to quickly complete adaptation and optimization of major mainstream models and industry scenarios; rapidly iterate products on a yearly basis; and establish exclusive advantages in specific industries and specific computing power scenarios. Only companies that can take the lead in linking R&D investment, product performance, software ecosystem, and customer orders into a continuous profitable business chain can truly gain a foothold in the industry.

On September 11, Suiyuan Technology will officially land on the Science and Technology Innovation Board. At this point, four domestic computing power chip companies, Moore Thread, Mu Xi Co., Ltd., Bizao Technology, and Suiyuan Technology, have gathered in the capital market, which means that these four companies have completed initial technical verification and capitalization, and competition has entered a new stage. Wang Peng, a researcher at the Beijing Academy of Social Sciences, analyzed to the Securities Times reporter that in a context where the domestic AI computing power supply and demand gap continues to widen and the rigid demand for domestic alternatives, the “Four Little Dragons” have entered a stage of rapid revenue growth, but the inflection point of profit remains to be seen. What needs to be carried out in the future is a systematic competition: large-scale delivery capabilities to support the implementation of large-scale intelligent computing clusters; full-stack adaptation efficiency of software and hardware to quickly complete adaptation and optimization of major mainstream models and industry scenarios; rapidly iterate products on a yearly basis; and establish exclusive advantages in specific industries and specific computing power scenarios. Only companies that can take the lead in linking R&D investment, product performance, software ecosystem, and customer orders into a continuous profitable business chain can truly gain a foothold in the industry.