Thousands of sails are surging, leading the way and showing heroes. At present, in the computing infrastructure market, the competition is becoming increasingly fierce. On the one hand, the digital transformation of enterprises is deepening, which has created a more urgent demand for computing power, and on the other hand, the rapid development and application of AI technology represented by large models have also promoted the consumption of computing power.
In the face of major industrial opportunities and challenges brought about by AI intelligent computing, industrial security, and green and low-carbon, how will Super Fusion Digital Technology Co., Ltd. (hereinafter referred to as "Super Fusion"), which focuses on computing infrastructure and computing services, better practice "Fusion" and accelerate the realization of "transformation"?
Create a new situation of "fusion".
According to data from the Ministry of Industry and Information Technology, the total scale of computing power in mainland China ranks second in the world, and maintains an annual growth rate of about 30%. With the continuous advancement of the "Eastern Data and Western Computing" project and the requirements for creating new quality productivity, China's computing power industry is accelerating in the direction of "building well + using it well". If this trend is further refined, then the key tasks facing the builders and users of computing infrastructure can be summarized into the following three aspects: first, continue to promote the construction of computing infrastructure, second, concentrate on the key core technologies and industrial upgrading, and third, expand computing application scenarios, empower the industry, create value, and the ultimate goal is to achieve high-quality development of the computing industry.
For computing infrastructure and computing service providers, if they want to break through the fierce market competition, they really need to "gather" and "change".
First of all, "gathering" means gathering technology, gathering talents, and gathering ecology. Computing infrastructure and computing service providers should adhere to technology research and development as the core, gather more professionals, and cooperate with upstream and downstream ecological partners to continue to promote technological innovation, continuously improve the performance and quality of products, provide more efficient and stable computing infrastructure for industry users, and ensure the security and privacy of user data and business.
In this regard, superfusion has set an example in the industry. Since the establishment of the company, Super Fusion has grasped inheritance and innovation with one hand, based on the three major technologies of "hardware, software, and engineering", as well as the business architecture of relatively independent development of multiple industries, and supported the development of computing power and security software with AI and security technologies, providing the widest coverage of computing infrastructure and services for urban and enterprise customers, so that diversified AI computing power can be "run and used well". The innovation of technology and services has an obvious driving effect on the construction of the ecosystem and marketing. Up to now, the number of super fusion partners has exceeded 13,000, an increase of more than 6 times in the past two years, and 5,000+ new partners will be added in 2023 alone. Since 2023, the sales revenue of superfusion has exceeded 28 billion yuan, a year-on-year increase of more than 20%.
Let's talk about "change". Deep insight into market changes, keeping pace with the times, and adapting to changes on demand is a must-have ability for a start-up to "survive and rush forward". Focusing on digital government business, and going deep into the fields of security and government software, Henan Qinwei Digital Technology Co., Ltd. (hereinafter referred to as "Qinwei") was established for this purpose. Based on the existing root technology, business restructuring and digital practical experience and capabilities, Qin Wei provides partners with competitive platforms, technologies and product services, and at the same time, together with partners, provides digital innovative business solutions, relying on new ideas, new models, new platforms and technologies to inject new vitality into industrial development.
As evidenced by the data, in 2023, Super Fusion will continue to expand its business boundaries, fully open up the industrial pattern, and work with partners to create a win-win situation in changes, achieving "double 10 billion" sales of sixth-generation standard racks and AI large models, and TOP customers in 100+ overseas countries/regions have chosen Super Fusion products and services, while the commercial market has also developed steadily.
Thanks to the forward-looking "poly" and flexible "change", Super Fusion continues to break the ice of the industry, explore new application scenarios, and help customers complete the transformation from "paper computing power" to "usable computing power". For example, in the financial field, hyper fusion promotes the intelligent and digital transformation of the financial industry by providing highly reliable and high-availability computing infrastructure to support large model digital assistants for financial customers, and in the field of big data, super fusion helps customers better pre-train or tune large models based on domain data by consolidating the digital foundation, so as to form high-quality domain knowledge and effectively reduce the illusion problem in the use of large models.
Create value, share beliefs, and grow together
From the perspective of promoting the transformation and upgrading of the entire industry, this year's government work report proposes to build digital infrastructure moderately ahead of schedule, accelerate the formation of a national integrated computing power system, and cultivate a computing power industry ecology. In the rapidly developing computing power market, it is difficult to form industrial potential energy by a computing power manufacturer alone, and it is necessary to practice "+ ecology" in order to get twice the result with half the effort.
From a technical point of view, IDC analysts pointed out that compared with the international market as a whole, the gap between the computing power of a single card is not very large, and the most important thing to break through is the network interface and other technologies to make the entire computing more efficient, the key is to make the entire ecology up, and break through the bottleneck of single-chip performance with a systematic computing infrastructure platform.
From the perspective of application, the "Action Plan for the High-quality Development of Computing Infrastructure" jointly issued by the Ministry of Industry and Information Technology and other six departments proposes to further deepen the application of computing power to empower industries around "computing power + industry", "computing power + education", "computing power + finance" and "computing power + transportation". Analysts at Zhongqiao Consulting pointed out that if it only solves the demand for computing power, it cannot really help industry users release the value of AI. For hyperfusion, the ultimate goal of computing infrastructure construction and service capacity improvement is to empower industry users and support the digital development of the industry. Therefore, superfusion must better "X" with the upstream and downstream ecological partners of the industry in order to release the powerful energy generated by "fusion" and promote the real application of computing power in the industry.
At the recent SuperFusion 2024 Partner Conference, Superfusion emphasized the core concept of "creating value, sharing beliefs, and growing together", fully demonstrating the strategic vision and long-term planning of Superfusion in the field of computing infrastructure and services, and also profoundly revealing its firm belief in creating a better future with partners.
First of all, "creating value" embodies Super Fusion's persistent pursuit of innovation and the value concept of putting customers and partners first. In the field of computing infrastructure, Super Fusion can not only provide hardware products, but also help customers maximize business value through software technology innovation and solution integration and optimization. For example, Hyperfusion and VMware have joined forces to launch new products and solutions in the fields of virtualization, desktop cloud, and private cloud, jointly providing customers with a superior virtualization and hyper-converged application experience, thereby accelerating the digital transformation of the industry.
Secondly, "Same Faith" highlights the values of Super Fusion and its partners in the same boat and win-win cooperation. Super Fusion actively seeks to establish long-term and stable cooperative relations with partners with the same philosophy and goals, and go hand in hand to jointly promote the progress and development of the industry. Super Fusion and AMD have set a model of cooperation to jointly provide high-performance and highly reliable computing power support for massive data in complex scenarios, and have deeply reached diversified scenarios such as finance, telecommunications, and securities, laying a solid computing foundation for the digital and intelligent transformation of enterprises.
Finally, "Growing Together" depicts the vision of mutual benefit and mutual growth between Hyperfusion and its partners. The relationship between Super Fusion and its partners is one of mutual companionship, mutual learning, mutual promotion and common development, through the sharing of resources, experience and results, empowering partners, enhancing competitiveness, and achieving business growth. Focusing on computing power and data storage, Super Fusion and Seagate have carried out multi-dimensional cooperation in technological innovation, marketing, product development and implementation, etc., and are committed to building a solid and reliable storage foundation and accelerating the release of the value of data elements.
To sum up, "creating value, sharing beliefs, and growing together" is not only a solemn commitment of Super Fusion to its partners, but also a requirement for its own development. Super Fusion expects to work closely with the industry's leading upstream and downstream partners to seek common development, and provide reliable new quality productivity guarantee for all walks of life with the development direction of dual ecological compatibility, diversified computing and green energy saving, so as to promote the leapfrog development of the computing power economy market.
Convergence of the north and the south, gathering of the east and the west
Create new value for customers
Fan Ruiqi, President of the Academia Sinica, said that in the face of new opportunities and challenges in the era of digital intelligence, Super Fusion calls on ecological partners to work together to create new value for customers in the context of industrial transformation and pattern reshaping.
That's what superfusion says, and it's even more so. Super fusion realizes the integration and optimization of software and hardware technologies in the north-south direction, and realizes the compatibility with domestic and foreign industrial ecology in the east-west direction. For example, on the one hand, Hyper Fusion and international partners such as Microsoft, Intel, and NVIDIA actively embrace the new trend of AI, strengthen cooperation and innovation, and provide a flexible, reliable, and high-performance foundation for the deployment of large models of AI and cloud.
The extensive, closely connected, and benign ecosystem provides the soil and power for the "fusion" of hyperfusion. 2023 is a year of comprehensive product innovation and competitiveness of the super fusion computing power business. Super Fusion currently serves more than 100 Fortune 500 companies and 60 computing power highlands around the world. The construction of the ecosystem has been further improved: Western Ecology has completed cooperation with more than 10 big-name partners, and Eastern Ecology has completed the relevant certification of more than 20 partners. In terms of overseas business expansion, the penetration rate of NA customers continues to increase, with nearly 100 NA customers ordering more than one million US dollars in 2023, and the commercial market is developing steadily, with more than 1,000 channels activated in 2023 and more than 100 events jointly held with partners.
Under the baptism of the tide of computing economy, computing infrastructure manufacturers are no longer "hard and cold" in people's impressions, but vibrant, enthusiastic, and warm changemakers. And this is where the "fusion" journey of hyperfusion is most attractive and valuable.