雲天勵飛(688343.SH):目前公司已落地超大規模異構高性能算力集羣,給各類大模型應用類公司提供了算力支持
格隆匯6月20日丨雲天勵飛(688343.SH)近日接受特定對象調研時表示,公司2024年一季度實現收入9844.85萬元,主要來自於AI運營及數字城市方面的增長。隨着人工智能技術演進的加快,基於大模型的各類應用快速湧現,帶來了算力需求的急速提升;同時,推理應用也逐步向邊緣及端側遷移,AI推理芯片及預裝大模型的標準化硬件將迎來重大發展機遇。基於上述技術演進趨勢及產業格局的判斷,結合自身核心技術優勢,公司從2023年開始由解決方案逐步向運營及標準化硬件轉型,並重新劃分了業務板塊,即"行業解決方案"、"AI運營"、"AI硬件產品"。目前,公司已落地超大規模異構高性能算力集羣,給各類大模型應用類公司提供了算力支持;2024年3月,公司發佈了面向於中小企業客户的"深目"AI模盒,於同月發佈了關於收購深圳市岍丞技術有限公司股權暨開展新業務的公吿並於2024年4月,完成了第一期交割,目前公司持有深圳市岍丞技術有限公司51%的股權,通過與岍丞技術的協同,將拓展面向C端的智能可穿戴設備新業務。未來,以上業務板塊將有力支撐公司收入增長。
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