20230914_招商证券_计算机行业研究报告曙光已现华为计算产业生态加速发展_47页.pdf

|2023 09 14 TMT/鲲鹏 与昇 腾 两 大 基 础 芯片 族，AI+昇+AI 昇 AI AI CPU 昇 AI ARM ARM AI 昇 2012 6 AI 30 18+昇+HarmonyOS 4 AI OS Euler OS openEuler openEuler 2022H1 openEuler 67 CentOS GaussDB openGauss GaussDB AI 昇 ICT AI-iDME ERP 1+昇 2+昇 3 OpenHarmony OpenEuler openGauss 4 AI AI%274 5.2 2908.3 3.5 2380.0 3.3%1m 6m 12m-4.3-0.5 33.9-0.5 6.2 43.0 1 20230910 2023-09-10 2 23 2023-09-04 3 20230903 2023-09-03 S1090518120002 S1090522060001-20020406080Sep/22 Jan/23 May/23 Aug/23(%)计算机 沪深300 2 Mate60 Pro.6+昇+AI.7 1.7 1 Kunpeng.7 2.9 3 ARM.10 2 昇 AI.11 1 昇 AI AI.11 2.15 3 AI 昇.16 3.17 1+昇.18 2/昇 AI+OpenHarmony+.20 3 IT.21 4.21+.22 1 OpenEuler OS CentOS.22 1 Euler.22 2 CentOS.25 3.26 2 Harmony.28 1 HarmonyOS.28 2.31 3 OpenHarmony.36 3 Gauss.37 AI.39 1 MetaERP EDA.42 1 iDME AI 42 2 MetaERP.43 2 AI.44 ZXEVzQqNtQmNqOmPsPpQrQ9PcMbRpNrRpNsRjMoOxOkPqRvNaQmNrNwMmMuMwMnMqQ 3.46 1 Mate60 Pro.6 2+.7 3.8 4 Kunpeng.9 5 昇.11 6 昇.12 7 AI 昇 910 昇 310.13 8 CANN.15 9 昇.15 10 AI.16 11.19 12.21 13 openEuler.22 14 openEuler.23 15 Linux Kernel.24 16 openEuler.25 17 CentOS.25 18 CentOS.26 19.27 20 HarmonyOS.28 21.29 22.29 23 HarmonyOS.30 24 AI.31 25.31 26.31 27.32 28 OpenHarmony.36 4 29 openHarmony.36 30 GaussDB.38 31 Gauss.38 32.39 33 openGauss Issue.39 34 2.0.40 35.40 36 ERP.42 37.45 38.46 1.7 2.8 3.9 4.10 5.10 6 AI.13 7 昇.13 8 昇.14 9 昇.17 10.17 11.20 12 openEuler.22 13.24 14.27 15.32 16 SLB.33 17 SLE.33 18.33 19.34 20.34 21.34 5 22 openHarmony.37 23 openGauss.38 24.40 25.43 26.44 6 Mate60 Pro Mate60 Pro 5G 8 29 Mate60 Pro 12+512GB 6999 Mate 60 Pro 4.0 5000mAh 88W Mate60 Pro 436.66Mbps 70.26Mbps 2022 5G 352.09Mbps 76.98Mbps Mate60 Pro 1 Mate60 Pro+2019 9+昇+昇+x86+GPU AI 22 6423.38 355.62 ICT 22 35,000 25,000 8,000 2,400 22 300 300 2,000 HarmonyOS 3.3 200 2,300 4,200 190 12,000 昇 120 1,000 ISV 2,000 AI 7 昇 AI 2+1 ICT 3540 55%)+:;5G 昇 AI 2145 33%1+8+N PC 453 7%ICT 508 7.9%ICT()21 0.3%2022 2022+昇+AI 1 1 Kunpeng 昇 AI BMC SSD RAID 8 3 Kunpeng ARM Kunpeng ARMv8 ARM Kunpeng Kunpeng 2 920 Platinum 8380 Platinum 8280 Platinum 8180 6154 2019 Q1 2021 Q2 2019 Q2 2017 Q3 2017 Q3 7nm 10 nm 14 nm 14 nm 14 nm 64 40 28 28 18 2.6GHz 2.30 GHz 2.70 GHz 2.50 GHz 3.00 GHz 3.0 GHz 3.40 GHz 4.00 GHz 3.80 GHz 3.70 GHz-60 MB 38.5MB 38.5 MB L3 Cache 24.75 MB L3 Cache 8 DDR4 8 DDR4 6 DDR4 6 DDR4 6 DDR4-3200 MHz 2933 MHz 2666 MHz 2666 MHz TDP 180W 270 W 205 W 205 W 200 W 9 4 Kunpeng 2 3 LOGO 黄河科技集团信息产业发展有限公司 Huanghe 2280 V2 服务器 山西百信信息技术有限公司 恒山 TS02E-F30、恒山 TS02F-F30 服务器 湖南湘 江鲲鹏信息科技有限责任公司 衡山 R2102S 服务器 华鲲 振宇智能科技有限责任公司 TG223 B1、TG215 B1、TG245 B1、TG525 B1、TG225 B1、TG225 A1 服务 器 神州鲲泰信息技术有限公司 R522、R722、R524、R724 服务 器 宝德计算机系统股份有限公司 自强 PR212K、自强PR210K 服 务器系列 广电五舟科技股份有限公司 广电五舟鲲鹏服务器 S627K 系列 同方股份有限公司 同方超强 K620 服务器 新华三集团 H3C UniServer R4960 G3 服务 器 武汉 长江计算科技有限公司 长江计算 R220K V2、长江计算R420K V2、长江计算 R220K V2 AI 服务器 10 3 ARM ARM 8 8 65 30%9 ARM 34 C86 10 10 1.2 1 1.7 ARM 3.93 ARM 2.34 0.90 ARM ARM 443 311 92 40 70.2%20.8%9.0%199 143 58.2%41.8%4 2023.7.31 2023-Kunpeng 920(64)32GB 24 7185(32)32GB 24 45 2023.6.21 2023-2024 111 32 2023.6.20 2023-2024 200 2283.5 30 276 2022.7.27 2022 21 215.35 2022.3.16 2022 X86 8 AI 1 9 170 2021.10.27 2021 IT CPU 40 CPU 306 5 2023/6/9 2023-797 119 2023/6/9 2023-528.59 42 2023/1/20 X86 2023 740 3 2022/12/31 2022 x86 582.01 50 2022/12/2 536.81 36 2022/11/15 2022 1079.54 40 2022/10/8 2022 1400 25 27 11 2 昇 AI 1 昇 AI AI 昇 昇 AI 昇 AI 昇 AI AI 昇 A 5 昇 昇 昇 AI Atlas CANN AI 昇 MindSpore 昇 MindX MindStudio AI ModelArts Atlas 昇 AI 昇 AI CANN CANN(Compute Architecturefor Neural Networks)AI AI 昇 MindSpore AI 昇 MindSpore AI AI+12 Mindx 昇 昇 MindX MindXDL MindX Edge ModelZoo MindX SDK 6 昇 昇 AI 昇 AI 昇 AI AI 昇 Atlas 昇 AI Atlas200Al Atlas200DKAI Atlas300AI Atlas500 Atlas800AI Atlas900AI Atlas Atlas Atlas 200AI AI AtIas300AI AI OEM/ODM 13 7 AI 昇 910 昇 310 6 AI AMD 昇 310 昇 910 A100 80GB PCIe H100 SXM AMD Instinct MI100 370 2 2018 Q4 2019 Q3 2020 Q2 2022 Q1 2020 Q4 2021 Q4 2021 Q2 GPU HUAWE Da Vindi HUAWE Da Vindi Ampere Hopper CDNA MLUarch03 XPU-R 12nm FFC N7+7 nm 4nm 7nm 7nm 7nm INT8 16 TOPS 640 TOPS 624 TOPS 3958 TOPS*184.6 TOPs 256TOPS 256 TOPS(FP16)8 TFLOPs 320 TFLOPs 312 TFLOPS 1979 teraFLOPS*184.6 TFLOPs-128 TFLOPS(FP64)-19.5 TFLOPS 34 teraFLOPS 11.5 TFLOPs-GPU-80GB HBM2 80GB 32 GB HBM2-32GB GPU-1935 GB/s 3.35TB/s 1228.8 GB/s-512GB/s(TDP)8W 310W 300W 700W 300W-7 昇 Atlas300V Atlas300VPro Atlas300IPro Atlas300lDuo Atlas300TPro Atlas300TA2 AI 100 TOPS INT8 50 TFLOPS FP16 140 TOPS INT8 70 TFLOPS FP16 140 TOPS INT8 70 TFLOPS FP16 280 TOPS INT8 140 TFLOPS FP16 280 TFLOPS FP16 32GB HBM 800GB/s ECC LPDDR4X24GB 204.8GB/S ECC LPDDR4X 48GB 204.8GB/s LPDDR4X 24 GB 204.8 GB/s LPDDR4X 48GB 408GB/s ECC 32GB HBM 16GB DDR4 32GB HBM 800GB/s,ECC 14 AI Core AI 128 AI 280 TOPS INT8,16 core*1.9 GHz CPU Atlas 300T Pro AI 280 TFLOPS FP16 280 TFLOPS FP16 昇 8 昇 Atlas800 3000 Atlas800 3010 Atlas800TA2 Atlas800 9000 Atlas800 9010 Atlas500Pro CPU 32 DDR4 3200 MT/s 1/2 Intel Xeon SP Skylake Cascade Lake 205W 32 DDR4 3200 MT/s,16/32/64 GB 32 DDR4 RDIMM 3200 MT/s,32GB/64GB 24 DDR4 RDIMM 4 DDR4 3200 MT/s AI 8 Atlas 300I/V Pro 7 Atlas 300I/V Pro-3 Atlas 300I/V Pro AI 1120 TOPS INT8 980 TOPS INT8 2.5/2.2 PFLOPS FP16 0.65/0.60 PFLOPS FP32 1.76-2.24 PFLOPS FP16 1.76-2.24 PFLOPS FP16 420 TOPS INT8 昇 AI CANN 昇 AI AI AI AI 昇 AI CANN Driver HCCL 昇 100G RoCE CANN TBE-DSL DSL 70%TBE-TIK 15 8 CANN 昇 MindStudio 昇 MindStudio AI MindSpore AI AI AI MindSpore MindSpore MindSpore AI MindSpore 2 昇 昇 昇 IaaS PaaS SaaS 昇 昇 AI AI 9 昇 昇 16 3 AI 昇 AI AI 30 BERT GPT-3 TFLOPS PFLOPS EFLOPS AI AI AI AI AI AI 10 AI OpenAI 昇 2019 18 昇 AI 18 12 昇 AI 2/3 2022 1 3740 P 17 500P 120P 9 昇 2021.5 200P 2021.9 300P 2021.10 100P 2022.5 40P 2022.5 300P 2022.5 40P 100P 2022.8 300P 2023.7 200P 2022.9 99P 2023.5 400P 昇/100P II 2020.1 1000P 昇 3 1/昇 23H1 70%20%25%94%2 昇/10+昇 KunTai AT515-A10(AI)KunTai A722(ARM)4/昇 AI+OpenHarmony+昇+RA2300 AI RA5900 AI 昇,AIOT,AI aiCore System AI aiCore System S500K2 昇 AI+AI AI 昇 AI A800I 5G H3C UniServer R5360 G3(920+昇 910 AI 4U AI)60%AT800 Model 3000 18+昇 AT800 Model 3010 G210K V2 G220K V2 G440K V2 昇 AI 2023 8 15 V2.0 AI()V2.0 V1.0 IT 昇 RPA V1.0&V3.0 V2.0 AI+V1.0 V2.0 昇 昇 AI 昇 AI OS AI AI AI AI 昇 AI 昇 MindSpore AI AI for Science AI AI RT21-01 AI 昇 昇 AI IC-ANS2 IC-ANS2-SJJC WW-APS2 2009 GIS GIS Openguass 昇 AI&昇 ISV&COMPATIBLE OCR V2.0 AI CCI 昇 昇 1+昇 2011 2016 2018 2023 ARM 920+昇 19 ARM 920 AI 920+昇 Atlas AI 2023 04 03 2022 昇 2020 2021 2022 2020 昇 10%2020 9 2020 openEuler openGauss openLooKeng AI MindSpore 50%2022 95%23 2 2021 2022 PC 2 30%8.14 23 2 2022 4 3 10%16%9.54 4.83 22 10 2021 2022 PC 7-9 2 30%4.77 11 20 2/昇 AI+OpenHarmony+/昇 AI+OpenHarmony+2014 23 AI 昇 2022 9 昇 AI 27 CV AI AI+昇/昇 AI AI AI AI AI AI 昇 AI OpenHarmony/昇 AI+OpenHarmony+11 920+昇 AI Atlas 300I Pro Atlas 300V Pro 920+昇 910 920 昇 910 AI AI AI AI 920+昇 AI 2U 昇 310 AI R2102S 920 昇 21 3 IT PC 昇 昇 AI G440K V2 G420X V5 G220X V5 G210K V2 G220K V2 AI 2021-2022 PC 4 5/6 2022 2 4 7 6 昇 昇 AI 昇 AI 昇 AI 8 15 V2.0 AI AI 12 V2.0 22+1 OpenEuler OS CentOS 1 Euler openEuler 2010 EulerOS ICT 2019 9 openEuler 2019 12 2020 OpenEuler 2021 11 9 openEuler 2022 10 2 openEuler 22.09 20 OSV(SUSE)openEuler 620(Intel RISC-V)()12600 103 SIG 8000 13 openEuler openEuler 12 openEuler LOGO openEuler 开源社区伙伴 麒麟软件有限公司 银河麒麟高级服务器操作系统V10 湖南麒麟信安科技有限公司 湖南麒麟云桌面系统（鲲鹏版）麒麟信安操作系统（欧拉版）V3 统信软件技术有限公司 统信终端域管平台、统信应用商店私有化部署 23 江苏润和软件股份有限公司 业务中台、数字化智慧营销服务平台、HopeEdge、HopeContainer 普华基础软件股份有限公司 普华服务器操作系统 V5.1（鲲 鹏版）中国科学院软件研究所 中科红旗（北京）信息科技有限公司 北京同源华安软件科技有限公司 其他 openEuler openEuler openEuler 14 openEuler openEuler openEuler OpenEuler Linux Kernel Linux openEuler Linux Kernel ACPI Media bugfix 24 15 Linux Kernel openEuler 1 openEuler 2(LTS:Long Term Support):openEuler 20.03 LTS 2(OSV)openEuler V10 V20(1020e/1050e),V3(openEuler)V6.0(openEuler)3 openEuler()EulerOS BC-Linux for Euler CTyunOS CULinux Linux 13 open Euler()openEuler openEuler V10 2019()2022 11.56 3.29 OS(openKylin)OS(openEuler openAnolis)OS OS Linux Linux 23 8 250+184+65+openEuler openEuler V20 2019 2022 3.64-5.46 OS(deepin)OS(Debian openEuler openAnolis)OS 2022 UOS 70%45%65%85%90%23 9 UOS 300+245+39+openEuler openEuler Kylinsec V3.4-4 V3.5.1 2015 2022 4.00(OS 27.61%)OS(openEuler)OS OS 23 8 4600+2500+25 1.29 openEuler PR openEuler OS V6.0 2016 2022 2.11(OS 80%)1.21 OS OS(Debian openEuler openAnolis)23 8 260+300+openEuler openEuler 2022 openEuler 67 27.8 2021 80%openEuler 39.2%60%openEuler 57.9%openEuler 23%openEuler 28%29.8%openEuler 29.6%31.8%16 openEuler 39.2%1 59.8%1 57.9%1 23%2 28%2 29.8%2 29.6%2 31.8%2 2 CentOS CentOS 2020 12 2021 12 31 CentOS 8 2024 6 30 CentOS 7 CentOS CentOS CentOS 17 CentOS 26 Centos CentOS 5 10 2023 7 7307.64 2023-2024 CentOS CentOS CentOS CentOS 18 CentOS 3 20 80 IT 2021 IT 22 9 2027 OA 2023 27 19 2023 7 10 2023 7 28 CPU 2023 8 3 8 8 8.3 8.4 8.7 8.8 8.9 200 8 8 65 7 27 8 3 6 OS 6 OS 6 1000 14 2023/8/10 2023 1640.75 2023/8/9 2023 4780.61 2023/8/7 OA 1320 2023/8/3 SCADA 1223.72 2023/7/29 1019 2023/7/28 2023-2024 ICT 1930 2023/7/26 SCADA 1223.72 28 2023/7/26()2023-2024 7307.64 2023/7/24 1586.64 2023/7/18 1336.48 2023/7/18 2242.46 2 Harmony 1 HarmonyOS HarmonyOS 2012 2016 2017 1.0 2019 8 HarmonyOS1.0 2020 9 HarmonyOS2.0 2022 7 HarmonyOS3.0 2023 8 HarmonyOS4.0 Android iOS 20 HarmonyOS 29 21 counterpoint HarmonyOS 1+8+N HarmonyOS HarmonyOS 1 8 PC N HarmonyOS 22 1+8+N HarmonyOS 0.00%10.00%20.00%30.00%40.00%50.00%60.00%70.00%80.00%90.00%2021Q12021Q22021Q32021Q42022Q12022Q22022Q32022Q42023Q1AndroidiOSHarmony 30 2019 HarmonyOS HarmonyOS 2023 7 CC EAL 6+HarmonyOS Connect 2300 2023 1 2 API 7 HarmonyOS HarmonyOS 23 HarmonyOS 2023 HarmonyOS 4 AI 8 4 2023 HDC.Together HarmonyOS 4 HarmonyOS Next HarmonyOS 4+AI AI HarmonyOS AI AI AI AI HarmonyOS 4+NearLink 31 24 AI 2023 2 2020 9 80 2020 9 22/IT 8 4 4 2022 8 230 25 26 SparkLink1.0 2022 24%15%14%7%6%6%5%5%5%4%3%2%2%1%1%汽车 芯片 应用与云管道/边缘 家居 测试仪终端 电子元器件 高校与科研院所模组 行业机构与标准组织 工业制造测试实验室 安全 咨询 32 15 1 2 3 4 5 6 TCL 7 OPPO VIVO 8 HDC 2023 G T SLB SLE SLB WiFi SLE Polar 4MHz 8PSK SLB SLE 27 SparkLink1.0 2022 33 16 SLB G 900Mbps 20MHz T 450Mbps 20MHz 20 s 99.999%1us 30ns 4096 1 80 Polar-5dB+3dB SparkLink1.0 2022 17 SLE 4.6Mbps 12Mbps 250 256 SINR-3dB SparkLink1.0 2022 18 SLB WiFi SLE SparkLink1.0 2022 WiFi 2023 8 1.0 2.0 2023-2024 WiFi WiFi WiFi WiFi WiFi WiFi 2023 8 NearLink SparkLink NearLink WiFi Bit 6 1/30 34 19 Bit 60%6 1/30+7dB 2 10 HDC 2023 20 s WiFi 4,096 8 WiFi-7 256 20 WiFi 15-20ms 10-100ms 20us-40ms 8 256 4,096 SparkLink1.0 2022 21-2 10 0.25ms 10ms 30-40ms 130-500ms 8+2+10 2 10 KHz Hz 2023 IoT 2023 7 SLB SLE 35 Tier 1 Alpha 2023 IoT 2024 2023 2023 OpenHarmony OpenHarmony OpenHarmonyOS 36 3 OpenHarmony openHarmony 2020 open Harmony openHarmony 2023 7 26 5560 212556 PR 57 151 396 OpenHarmony 28 OpenHarmony openHarmony OpenHarmony OpenHarmony Linux LiteOS OS KAL Kernel Abstract Layer/29 openHarmony openHarmony openHarmony openHarmony openHarmony 2023 9 10 91.43%37 openHarmony 3.95%/1.24%/0.97%22 openHarmony openHarmony openHarmony 1.24%openHarmony RK3568 HH-SCDAYU200 openHarmony 0.97%GOCIOUD GrowCloud 1+3+N CTSP SwanLinkOS HarmonyOS HarmonyOS Connect HarmonyOS Connect HarmonyOS Connect HarmonyOS Connect 260 400 2023 4 HarmonyOS Connect openHarmony 4.11%OpenHarmony openHarmony 3 Gauss GaussDB openGauss Gauss 2001-2011 2011 DWS G Z DWS 70+3+20+40+2019 GaussDB GaussDB 2020 6 30 openGauss openGauss v2 GaussDB 2022 GaussDB 2,500 GaussDB 6 20 33%GaussDB(DWS)IOT 38 30 GaussDB openGauss+Gauss IT openGauss GaussDB(DWS)openGauss 31 Gauss openGauss 23 openGauss LOGO openGauss 开源社区合作伙伴 云和恩墨（北京）信息技术有限公司 云和恩墨 MogDB、云和恩墨 zData、云和恩墨 MyData 北京海量数据技术股份有限公司 国产数据库联合解决方案 成都虚谷伟业科技有限公司 有蓉数据库、虚谷数据库 天津神舟通用数据技术有限公司 神通高性能数据存储集群方案、神通 BDC 大数据中心解决方案 北京人大金仓信息技术股份有限公司 Kingbase on 鲲鹏云解决方案 威讯柏睿 数据科技（北京）有限公司 北京优炫软件股份有限公司 深信服科技股份有限公司 北京沐融信息科技股份有限公司 其他 39 openGauss openGauss openGauss 2007,Oracle HDS 2014 2018 PostgreSQL Vastbase E100 2020 Gauss openGauss openGauss Vastbase G100 32 openGauss openGauss Vastabase openGauss 2023 9 10 258 PR 974 Issue 2200+Comment,2/1/2 Vastbase 400 700 33 openGauss Issue openGauss AI 昇 ICT AI 40 34 2.0 35 2023 24.DeH UCS CCE CCI SWR IEF OBS EVS CBR DWR SFS DSS SDRS VBS CSBS DES DESS CSG MapDS VPC IP EIP ELB DC VPN ESW CC NAT NAT VPC VPCEP ER GA EC CDN CDN WSA IEC IES GaussDB GaussDB(for MySQL)RDS for MySQL RDS for PostgreSQL RDS for SQLSever RDS for MariaDB GaussDB(for Cassandra)GaussDB(for Mongo)GaussDB(for Redis)GaussDB(for Influx)DDS&DDM DRS DAS UGO AI AI ModelArts HiLens GES RES 41 Image Image Tagging ROC OCR VIAS VCP VCT VFP Moderation-ImageSearch FRS IVS GIT GeoGenius TrafficGo WaterGo EIHealth iCityS MapReduce MRS DLI CS GaussDB(DWS)CloudTable TICS CSS LOG DLV DataArts Studio LakeFormation DIS IoT IOTDA loT ITA ITDM loT loTStage SIM GSL loT loTCom DRIS loT IoTEdge Liteos CSE DMS Redis Kafka Memcached RabbitMQ RocketMQ API APIG MAS EG CodeArts CodeArts Pipeline CodeArts Deploy MobileAPPTest Mirrors CodeArts Req CodeArts Check CodeArtsTestPlan CodeArts IDE Online CodeArts IDE CodeArts Repo CodeArts Build CodeArts Artifact Classroom Astro Astro Astro Flow Astro Astro Zero ServiceStage CAE CodeArts PerfTest DevSecurity Domains DNS CloudSite ROMA Meeting WeLink PrivateNumber VoiceCall&MSGSMS HMSA CMN SD-WAN EDCM CEC DEC FCS ROMAConnect Workspace SparkRTC Live VOD MPC VIS IVM DDos AAD Web WAF CFW HSS CGS CBH DBSS DEW CCM DSC VSS SecMaster MTD Compass IAM OneAccess SMN CES LTS Organizations AOM CTS Config APM RAM RFS OA 42 SMS OMS CDM MgC BCS TCS aPaaS MSSE MSSI API APIHub aPaaS KooMessage KooMap KooSearch KooPhone EDS OrgID iDME EDA PEDA Stack Stack KMS Core AppGallery Connect 1 MetaERP EDA MetaERP 2019 ERP MetaERP MetaERP ERP 2023 4 MetaERP MetaERP 100%80%-U MetaERP EDA CTO 2023 19 5 95%EDA EDA 23 6 20+iDME 36 ERP 2023 1 iDME AI 43 2019 2021 PaaS iDME iDME MPM APP-AI AI 2023 Cloud 3.0 AI AI AI 25/BOM API 2 MetaERP MetaERP 1 2014 35%2 2020 SMOM MetaERP 4 MetaERP ERP ERP MetaERP MetaERP 44 26 2017 IT 2015-2016 2017 CBGIT 2017 2019 2019 3 2020 SMOM 2021 2023 MetaERP 2 AI 3.0 5+N+X L0 5 3.0 100 380 710 1000 NLP NL2SQL 8 1000 67 430 95%5 1 5 3 1 1 3 10 10 40 1 70%AI 10 3000 5 AI 10 7 6 Nature 45 37 GIS 4 13 GIS 5G GIS 昇 AI 昇 AI 昇 AI OS AI AI AI AI ChatImg ChatImg 90%昇 AI 昇 MindSpore AI 46 AI for Science AI 2.0MaaS AIGC AI for Science 2.0MaaS 38 2023 Cloud CPU AI|2023 09 14 6-12 A 300 500 20%5-20%5%5%