In recent years, driven by strong demand for AI computing power, the global computing power infrastructure market has shown development characters of high total volume growth and structural upgrade. As one of the fastest-growing major economies in the global digital economy, China's computing power infrastructure market maintains a growth rate higher than the global average. Particularly noteworthy is that, driven by the national "localization of computing power" strategy, China's computing power infrastructure market is undergoing a profound process of domestic substitution. From AI accelerator cards and modules, to servers, switches, and other complete equipment, and to computing power infrastructure solutions, the entire industry chain is accelerating domestic substitution, bringing historic development opportunities for domestic computing power infrastructure manufacturers.
In the domestic computing power ecosystem, due to the large number of chip manufacturers and rapid product iteration, it is usually difficult for a single chip manufacturer to independently cover all engineering stages from chips to boards, servers, and large-scale deployment. Therefore, platform enterprises that can independently serve multiple chip platforms and provide hardware design, adaptation verification, engineering development, large-scale manufacturing, and system integration services actually play an important role in connecting upstream chip innovation with downstream large-scale deployment. This not only helps domestic chip companies reduce the cost of building complete hardware product and manufacturing systems independently and shortens product industrialization cycles, but also helps downstream customers reduce the engineering complexity of introducing different domestic computing power platforms. It is a crucial foundational link in the domestic computing power ecosystem from diversified chip innovation to large-scale commercialization.
Therefore, multi-platform adaptability is becoming one of the key comprehensive capabilities of computing power infrastructure suppliers. Based on a review of publicly available products, compatibility certifications, and cooperation information from major industry players, within the current verifiable information range, CNIT (Cloudnine Information Technologies) has the widest range of mass production adaptation platforms and the most complete product categories in the computing power infrastructure market. CNIT has established a broad platform mass production adaptation foundation across multiple product tiers, including AI accelerator cards and modules, servers, and switches, with particularly rich coverage for domestic computing power platforms.
