BLACK SESAME (02533) has officially signed a strategic cooperation agreement with Sharetronic Data Technology Co., Ltd. (referred to as "Sharetronic Data"). The two companies will leverage their respective core strengths in AI computing chips, server productization, supply chain assurance, customer resources, and computing power services to jointly develop an integrated AI inference solution covering the entire chain of "computing infrastructure - complete machine manufacturing - AI inference services."
Building on this foundation, the partners will also explore the development of customized chips tailored to next-generation AI inference scenarios, establishing a long-term and stable strategic partnership to seize the market opportunities presented by the rapidly growing AI inference industry.
The global artificial intelligence industry is currently accelerating its transition from the large model training phase to a new stage of large-scale inference and intelligent agent application deployment. AI computing demand is continuously extending from the cloud to enterprises, industrial sectors, robotics, and smart terminals, gradually forming a multi-tiered inference computing architecture spanning cloud, edge, and endpoint environments.
With the explosive growth in large model invocation volumes and Token generation demand, the core of industry competition has shifted from peak computing power to inference throughput efficiency, unit Token cost, energy performance, and software-hardware synergy capabilities. According to industry forecasts, by 2030, the AI inference-related computing market serving data centers, edge devices, and terminals is expected to reach a trillion-dollar scale, offering vast industrial space.
Through this collaboration, the two parties will form complementary capabilities across the entire AI inference industry chain, jointly enhancing the comprehensive competitiveness of their products and services. BLACK SESAME will leverage its proprietary AI computing chip technology advantages, delivering AI inference hardware solutions based on its self-developed chips, along with supporting full-stack software and development toolchains, continuously providing version updates and technical support.
Sharetronic Data will contribute its supply chain and channel resource advantages, as well as its accumulated expertise in computing servers and customer services. Together, the two companies will conduct joint market promotion and customer development, collaboratively research optimization plans, and advance the application and deployment of cooperative products and AI inference services, providing support for their long-term strategic partnership.
The AI inference server launched by BLACK SESAME is built on high-performance chips forming a multi-node interconnected system, supporting the local deployment and operation of AI large models. It natively adapts to high-performance models from leading AI enterprises and meets the computing needs of small and medium-sized businesses, "one-person companies," and individual users.
In the next phase, BLACK SESAME and Sharetronic Data will also explore customized development of AI inference chips based on the differentiated computing requirements of industry clients. The scope of cooperation may further expand to cover chip specification definition, architecture and IP design, tape-out, packaging and testing, as well as the development of supporting software stacks and toolchains, jointly capturing the opportunities in the AI inference market.
Shan Jizhang, founder and CEO of BLACK SESAME, stated: "AI inference is the core link in the large-scale commercialization of artificial intelligence. An efficient, reliable, and cost-effective computing infrastructure is the key support for industrial development. Sharetronic Data, relying on its FCloud 'compute-connect-store' full-stack AI computing infrastructure, has accumulated deep expertise in supply chain management, complete machine intelligent manufacturing, computing platform operations, and industry deployment delivery. As a benchmark force in domestic edge-side AI chips, BLACK SESAME leverages its stringent automotive-grade high-performance chip mass production practices to take the lead in defining high-performance, high-reliability computing solutions for large model edge deployment and efficient AI inference. The two sides form complementary advantages. We look forward to using this cooperation as a starting point to connect the entire chain from chip computing power to complete machine products and inference services, providing customers with integrated AI inference solutions and jointly seizing the trillion-dollar AI inference market opportunity."
Pan Wenjun, general manager of Sharetronic Data, commented: "BLACK SESAME possesses profound technical accumulation and mass production experience in proprietary AI chips and edge-side computing power. Its automotive-grade validated high-reliability computing technology can be efficiently reused in AI inference server scenarios. This strategic cooperation will fully integrate the strengths of both sides, enhance product supply resilience and market competitiveness, jointly expand the application boundaries of AI inference products and services, and create greater value for customers."
This strategic partnership represents an important practice of deep collaboration between computing chip enterprises and supply chain and service companies, and marks a significant strategic move by BLACK SESAME in the AI inference field. Moving forward, the two parties will build on this cooperation to continuously deepen technical synergy and market coordination, iteratively optimize the integrated AI inference solution, explore innovative applications of customized chips, empower the intelligent upgrade of various industries together, and jointly promote the high-quality development of the AI inference industry.
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