According to KDC‘s Ecosystem Map of China’s Intelligent Computing Industry (2025), KDC officially launched the 2025 China Intelligent Computing Industry Ecosystem Atlas at the China Intelligent Computing Industry Ecological Development Conference on June 26, 2025. This upgraded atlas inherits the four-tier analytical framework from its 2024 edition and covers thousands of enterprises and corresponding industry solutions across the whole value chain.
Driven by large-model innovation, China’s intelligent computing industry is undergoing a structural shift from hardware-dominated expansion toward platform-driven growth. Each industrial layer sees continuous technical iteration, with green infrastructure deployment, hardware localization and emerging AI-agent applications becoming core focal points of industrial evolution.
The atlas systematically sorts out the complete industrial chain ranging from underlying hardware components to vertical-sector deployments. It delivers actionable references for government policy formulation, enterprise technical cooperation and investment institutions to identify high-potential opportunities within the intelligent-computing track.
KEY TAKEAWAYS
Infrastructure Layer forms the physical foundation for intelligent-computing clusters. Supported by the national East-Data-West-Computing project, construction moves toward large-scale clustered deployment. Liquid-cooling and modular solutions advance into engineering-level application scenarios. This layer mainly adopts mature proven technologies, while industry efforts focus on improving overall operational efficiency and energy-saving performance of power-supply and cooling systems.
Computing-resource Layer witnesses hardware localization and service-oriented transformation. Core hardware products including chips, servers and optical modules achieve notable performance improvement for AI training-and-inference workloads. Cloud vendors and computing-rental service providers play critical roles to boost resource utilization, accelerating the service-based delivery model of underlying computing resources across the market.
Platform-service Layer supports full-lifecycle development of large-model products. General-purpose and multi-modal large-models are rapidly iterating for scenarios such as office, marketing and content generation. Emerging tracks including AI-agent and embodied intelligence gain rising industry attention. Algorithm frameworks and data-service capabilities keep upgrading to satisfy complex multi-modal training and deployment requirements.
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