Chapter 213 Chen Yuanguang's Artificial Intelligence Strategy
"Mr. Zhang, a company called Alpha in Malaysia expressed its hope to purchase 100 Haohan-I quantum computers from us at one time." Zhao Yong said in a difficult tone. Conceal the excitement.
Zhang Jun was very calm after hearing this. 100 units of Haohan will definitely be a big deal for Quantum Guodun, and it can even occupy all their production capacity in the next five years. Guodun Quantum has turned a loss into a profit. This order is enough.
For a Haohan-I quantum computer worth RMB 50 million, 100 units will generate revenue of RMB 5 billion. You must know that Guodun Quantum’s revenue for the entire year of 2024 was less than RMB 300 million. .
For Guodun Quantum, this is not like a sudden rain after a long drought, it is comparable to a waterfall falling from the sky.
Is Zhang Jun calm because of Alpha? Where did the Pheasant Company come from? It came from Malaysia. This is 100%, 99%, a scam.
"Zhao Yong, I know you are in a hurry, but don't be anxious and don't lose your due judgment. Why do Malaysian companies buy quantum computers? Or 100 units.
This is not consistent Logic, where did the liar come from?"
Zhang Jun is the vice president in charge of sales of Guodun Quantum, and Zhao Yong is the head of the marketing department. The two have a direct superior-subordinate relationship.
Zhao Yong said quickly: "Mr. Zhang, I have thought about this possibility before, but the other party said that the capital can be verified. After signing the contract, you can pay first and then deliver the goods.
In batches, they will pay 500 million RMB for the first 10 Haohan-I quantum computers and complete the delivery by paying every 10 units. "
Zhao Yong continued: "Including their asset size, I saw it in HSBC's corporate account. They have US$500 million in their single account. The delivery of half of it is more than enough.
Money first, goods later, there is no loss for us. "
Zhang Jun became excited now. He slapped the table continuously: "Okay, okay, please tell me in detail. ”
Guodun Quantum, a high-tech company backed by an academician named Pan, was listed on the Science and Technology Innovation Board before Guangjia Technology. After the listing, the price per share soared from 36 yuan at the time of listing to 495 yuan. It is considered It is the leader of the Science and Technology Innovation Board
The story that followed was that it suffered losses for consecutive years, the stock price plummeted, and was considered a scam by investors.
After room-temperature superconductivity emerged at the beginning of last year, China put the project of developing quantum computers using room-temperature superconducting technology into Guodun Quantum, which caused a lot of hype.
Later, Guodun Quantum lived up to expectations and developed a 10,000-qubit quantum computer based on one-dimensional room-temperature superconductivity, which was ten times that of IBM. IBM's most advanced quantum computer only had 1,000 qubits.
For a time, the stock price skyrocketed. The Haohan-I quantum computer was the product of their research and development, priced at 50 million RMB. At that time, the capital market was optimistic.
CITIC Securities and Soochow Securities gave an optimistic estimate of annual revenue of 10 billion RMB, believing that Haohan could sell 200 units. Guodun Quantum’s share price soared from the low of 70 yuan per share to 700 yuan per share. Yuan, doubled ten times.
As a result, only 2 units were sold throughout the year. Huawei and Ali bought one each. IBM and Google abroad tried to buy one back, but the contract was urgently suspended by Washington.
The expected revenue of 10 billion RMB changes to 100 million RMB.
The fundamental reason is that a quantum computer with 10,000 qubits can only solve some special problems and cannot become a general-purpose computer.
Quantum computers are still one order of magnitude away from evolving into general-purpose computers, and they have to evolve from 10,000 qubits to 100,000 qubits.
This group of securities firms deliberately ignored this point when writing the research report, over-exaggerating Guodun Quantum’s expectations, resulting in serious misjudgments, and at the same time buried a large number of "high-quality leeks".
Why is it said to be high-quality leeks? Because opening an account on the Science and Technology Innovation Board must meet the prerequisites. The average daily assets on the account are not less than 500,000 RMB. 500,000 RMB must be considered high-quality leeks.
A lot of people play there with tens of thousands of dollars in their accounts. In the end, CITIC Securities and Soochow Securities made such a serious misjudgment and deliberately misled investors, they were only given a verbal warning and a fine of three drinks (a fine of 500,000 RMB).
The main reason is that these two securities companies not only deceived Liek, but also deceived Guodun Quantum itself. They also built a new production line and signed a 5-year contract with Frontier Technology. Room-temperature superconducting orders with an annual total amount of 1 billion RMB.
Guodun Quantum buried himself in it.
After Huawei and Ahri bought it, they also wanted to develop their own quantum computers based on your thing. It is still a long way from becoming a basic component of the public cloud.
Leeks can comfort themselves by saying that the day Guodun Quantum succeeds in developing a 100,000-bit quantum computer will be the day they make their money back.
So much so that the leeks who bought Guodian Quantum at the highest point in the stock bar laughed at themselves as Pikachu. One hundred thousand bits is one hundred thousand volts. They are waiting to shout one hundred thousand volts every day, trying to shout one hundred thousand bit quantum computer. come out.
It is precisely because of this dilemma that Zhao Yong and Zhang Jun, the executives of Guangdong Quantum, are so excited.
“If you secure this big customer, if you can find out what they want to use quantum computers for, forget it if you can’t. Stabilizing this order is more important than anything else.” Zhang Jun said: “I’ll do it right away. Go and report to General Manager Ying.”
Zhao Yong nodded: "Understood."
For Guodun Quantum, an order with a total amount of 5 billion RMB is not an exaggeration to describe it as a matter of life and death.
But Zhao Yong was thinking about other things, that is, he had to quickly tell the good news of this level to the fund managers who had close interests with him, and then tell his mother that he should deposit it in his second uncle’s stock account. I made a big purchase of Guodun Quantum's stock.
It is already the second half of 2025 when Guodun Quantum receives the news. The most important news in China’s business in the first half of the year must be the AI chip launched by Huawei to compete with Nvidia’s most advanced H300:
Ascend 1000
"Ascend 1000 is a new AI chip based on topological semi-metallic Huawei spent more than a year building. It has game-changing performance. Compared with the most advanced 300 graphics card in the industry, its performance is four times stronger.
The four times here is based on the better compatibility of various current mainstream AI architectures and NVIDIA graphics cards. In the future, we will develop a series of specialized AI optimization drivers based on Ascend 1000 to improve its AI performance. Compatibility, its performance will be further improved in the future.”
At Huawei’s annual spring conference, they invited Baidu, Goose Factory, Ali, ByteDance, etc., almost all of them. All the companies whose names are close to AI are called.
To announce the arrival of a new AI chip based on topological semi-metal.
The guests in the audience started out as vice presidents. In addition to various vice presidents, there are also people in charge of AI research and development.
Everyone gasped after hearing this performance. After the computing power problem is solved, there will be no obvious difficulty for everyone in catching up with their Silicon Valley counterparts in the field of artificial intelligence.
Especially for companies like ByteDance and Goose Factory that have a large amount of business overseas, they can use Shengteng 1000 to compete head-on with Silicon Valley giants such as Microsoft, Google, and Meta in the global AI market. Fight.
Considering the corpus gap, computing power gap, and first-mover advantage, it is actually very difficult to catch up.
In terms of computing power alone, what Nvidia sells to China can only be products that are at least two generations behind. It is equivalent to riding a bicycle to catch up with other riders who ride motorcycles and start off first. This is very difficult. You need to go all the way over mountains and ridges to find shortcuts, and you have to look in the right direction every time.
“Huawei is awesome!” After an audience member shouted, Huawei’s awesome voices echoed in the audience one after another.
(End of this chapter)