Understand this story
Dahua Technology's subsidiary Huaqi Smart has won the bid for China Mobile's centralized procurement project for new-generation artificial intelligence super-node equipment for 2026 to 2027, with a bid amount of approximately 2.63 billion yuan, corresponding to a 4,096-card share. According to reports by Zhidongxi and Phoenix Technology, the project procures a total of 20,480 AI super-node cards as well as 448 RoCE switches and 82 storage systems, with the total amount expected to be 11.6 billion to 11.7 billion yuan; Huakun Zhenyu, Baode Computer, Baixin Information, and Shenzhou Kuntai were also shortlisted at the same time. The reports also mentioned that Huaqi Smart was established in 2022, computing power is a new business line of Dahua Technology, and China Mobile is a shareholder holding more than 5% of Dahua Technology, so this transaction constitutes a related-party transaction. There is currently no further progress.
AI-generated from public reports
Developments
1 confirmed developments
Reports and discussion timeline
Browse reports and discussion by time. Their evidence levels remain distinct.
Nov 2
Zhidongxi
Dahua Technology subsidiary Huaqi Smart wins China Mobile's 2.63 billion yuan AI super node centralized procurement
Dahua Technology subsidiary Huaqi Smart has won China Mobile's centralized procurement of next-generation artificial intelligence super node equipment for 2026 to 2027, with an amount of approximately 2.63 billion yuan and a proposed winning bid of 4,096 cards. The project procures a total of 20,480 cards of AI super nodes as well as 448 RoCE switches and 82 sets of storage, with the total amount expected to be 11.6 billion to 11.7 billion yuan. Huakun Zhenyu, Baode Computer, Baixin Information, and Shenzhou Kuntai were also shortlisted at the same time.
Phoenix Technology
China Mobile's 11.6 billion yuan domestic computing power centralized procurement: Dahua's subsidiary Huaqi Zhihui wins 2.63 billion yuan bid
Dahua's subsidiary Huaqi Zhihui won the bid for China Mobile's 2026-2027 next-generation AI super-node equipment centralized procurement, with a bid amount of approximately 2.63 billion yuan, corresponding to a 4,096-card share. The project procures a total of 20,480 AI super-node cards as well as 448 RoCE switches and 82 storage systems, with a total amount estimated at 11.6 billion to 11.7 billion yuan; Huakun Zhenyu, Baode Computer, Baixin Information, and Shenzhou Kuntai were also shortlisted. Huaqi Zhihui was established in 2022, computing power is a new business line of Dahua, and China Mobile is a shareholder holding more than 5% of Dahua's shares, so this transaction constitutes a related-party transaction.
Heat trend for this story
- Current
- 5
- Period peak
- 26 Nov 3 02:00
- 24-hour change
- -66%
Move the pointer or select the chart to inspect hourly heat. Use the left and right arrow keys with a keyboard.