CHINA TELECOM stated that the revenue from the company's "first Technology" DeepSeek integrated machine has reached 0.6 billion yuan | Interpretations

① CHINA TELECOM was the first in the Industry to launch the DeepSeek integrated machine, and to date, the contract amount for the DeepSeek integrated machine has reached 0.6 billion yuan. ② The revenue of Tianyi Cloud has seen a slowdown in year-on-year growth, and CHINA TELECOM stated that this is within expectations and aligns with the development trend of the Cloud Computing Industry. ③ CHINA TELECOM's preliminary plan for capital expenditure on computing power this year aims for a year-on-year increase of 22% and will be flexibly adjusted based on demand, with no upper limit.

cls.cnMar 25 09:18 ET

CHINA TELECOM's revenue in 2024 increased by 3.1% year-on-year, Asia Vets revenue surged twofold, capital expenditure decreased by 5.4% year-on-year, and AI and quantum technology became the focus of the Global Strategy | Earnings Reports insights.

CHINA TELECOM's revenue and net profit steadily grew in 2024, with new Business showing impressive performance; Asia Vets revenue surged nearly twofold, while Tianyi Cloud, Datacenter, and video networking revenues all achieved double-digit growth. By the end of the reporting period, CHINA TELECOM's own and accessed smart computing power reached a total of 62 EFLOPS, significantly enhancing competitiveness in the intelligent computing field. The total amount of dividends distributed for the year increased by 11.4% year-on-year. There is a commitment to gradually increase the cash dividend ratio to over 75% within three years.

wallstreetcnMar 25 05:40 ET

After the low-key release of DeepSeek-V3, the industry was shocked and once again questioned the Silicon Valley model.

① DeepSeek released the V3-0324 model on Monday evening, with preliminary tests showing that it can run on Consumer-grade Hardware, breaking the traditional notion that large models require a Datacenter; ② DeepSeek's model continues to reduce the energy consumption and computing costs of large models while maintaining an open-source approach to continuously drive technological innovation, leading to the rapid development of the domestic AI Industry and raising questions about Silicon Valley's closed and paid model.

cls.cnMar 25 00:13 ET

The "gap" in the implementation of the DeepSeek large model integrated machine | Depth

① The customer demand for the DeepSeek all-in-one machine has significantly increased, more than doubling compared to the customer density brought by ChatGPT in the previous two years. ② Currently, there is a severe shortage of relevant technical talent in government and enterprises, and there is a considerable gap between large models and their Business implementation.

cls.cnMar 20 23:08 ET

Highlights from the brokerage morning meeting: Large models are driving the middle platform into a new phase, and the Technology Hardware Industry Chain is expected to benefit.

In today's Brokerage morning meeting, Soochow believes that the commercialization of non-invasive brain-machine interface products is expected to accelerate; HTSC stated that the growth rate of parcel volume in the express delivery industry this year may exceed expectations; China International Capital Corporation pointed out that large models are driving the middle platform into a new stage, and the Hardware Industry Chain is expected to benefit.

cls.cnMar 20 20:27 ET

CHINA MOBILE's capital expenditure slightly decreased, with computing power still being one of the main investment directions, which will drive the popularization of MaaS.

① In 2024, the free cash flow is 151.7 billion yuan; ② CHINA MOBILE launched ultra-large-scale intelligent computing centers in Hohhot and Harbin in 2024, with a layout covering 40 AI models in the Energy, Transportation, Medical, and Education Industries; released the CHINA MOBILE AI intelligent assistant Lingxi Intelligence; ③ By the end of December 2024, the total number of clients for its "AI products" reached 0.19 billion.

cls.cnMar 20 06:41 ET