据此前报道称，小米正在着手搭建自己的GPU万卡集群，将对AI大模型大力投入。小米大模型团队在成立时已有6500张GPU资源。去年11月19日，金山云宣布与小米签署新框架协议。协议中提到，金山软件未来三年的年度上限建议分别为23.10亿元、31.38亿元及40.35亿元。机构普遍认为，随着小米计划将人工智能(AI)深度融入其生态链，加之对算力的巨大需求，金山云作为其合作伙伴，必将迎来业务的显著增长。Kingsoft Cloud (03896) rose over 11%, as of the time of writing, it increased by 11.61%, priced at 6.25 HKD, with a transaction volume of 0.358 billion HKD.
According to Zhito Finance APP, Kingsoft Cloud (03896) rose over 12%, currently up 12.14%, priced at HKD 6.28, with a transaction amount of HKD 0.409 billion.
In terms of news, HAITONG INT'L pointed out that the company is a leading Cloud Computing Service provider in the country, with continuous improvement in technology, products, and service capabilities; the company's strategy has shifted to fully embrace AI, and strategically optimizing the income structure to enhance profitability has achieved significant results. Benefiting from the huge demand for Cloud Computing Service from Xiaomi Group and KINGSOFT Group in the future, along with the consideration of the large framework agreements renewed with KINGSOFT Group and Xiaomi Group, public Cloud Computing Service revenues are expected to grow rapidly. As the company's income structure optimizes, the proportion of public Cloud Computing Service revenue continues to increase, further leveraging the scale effects of public cloud, the bank expects the company's gross margin to continue to improve.
According to previous reports, Xiaomi is working on building its own GPU cluster, making a strong investment in AI large models. The Xiaomi large model team already had 6,500 GPU resources upon establishment. On November 19 last year, Kingsoft Cloud announced the signing of a new framework agreement with Xiaomi. The agreement mentioned that KINGSOFT's suggested annual limits for the next three years are 2.31 billion yuan, 3.138 billion yuan, and 4.035 billion yuan, respectively. Institutions generally believe that as Xiaomi plans to deeply integrate AI into its ecosystem, coupled with the enormous demand for computing power, Kingsoft Cloud, as its partner, is bound to experience significant growth in Business.
