Chapter 213 Chen Yuanguang's Artificial Intelligence Strategy

Chapter 213 Chen Yuanguang's Artificial Intelligence Strategy
"Mr. Zhang, a company called Alpha in Malaysia has expressed its desire to purchase 100 Horizon-I quantum computers from us at one time." Zhao Yong's tone was unable to hide his excitement.

Zhang Jun was very calm after hearing this. 100 Haohan units would definitely be a big business for Quantum Guodun. It could even account for all their production capacity in the next five years. This order would be enough for Guodun Quantum to turn losses into profits.

A Haohan-I quantum computer costs 100 million RMB each, and 50 units means a revenue of 2024 billion RMB. It should be noted that the revenue of Guodun Quantum in the whole year of 3 was less than million RMB.

For Guodun Quantum, this is not just a blessing after a long drought, it is like a waterfall falling from the sky.

Zhang Jun is calm because of Alpha? Where did this fake company come from? And it is from Malaysia. It is 99% a scam, not to mention 100%.

“Zhao Yong, I know you are anxious, but don’t be anxious and lose your judgment. Why do Malaysian companies buy quantum computers? Or 100 of them.

This is illogical, and it is likely that this is another scammer.”

Zhang Jun is the vice president of sales at Guodun Quantum, and Zhao Yong is the head of the marketing department. The two are directly superiors and subordinates.

Zhao Yong said quickly: "Mr. Zhang, I have thought about this possibility before, but the other party said that they can verify the capital and pay first and then deliver the goods after signing the contract.

In batches, 10 Haohan-I quantum computers will be delivered first. They will pay 5 million RMB first, and then pay once for every 10 computers."

Zhao Yong continued: "Including the scale of their assets, I saw in HSBC's corporate account that they have $5 million on their books in a single account, which is more than enough to deliver half of it.

We have no loss in paying first and receiving goods later.”

Zhang Jun got excited now. He slammed the table and said, "Okay, okay, 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 listing, the price per share soared from 36 yuan at the time of listing to a maximum of 495 yuan, and it is considered to be the leader of the Science and Technology Innovation Board.

What happened next was that the company suffered losses year after year, the stock price kept falling, and investors thought it was a scam.

After the discovery of room-temperature superconductivity at the beginning of last year, China placed the project of developing a quantum computer using room-temperature superconducting technology into the hands of Quantum Shield, which created a lot of hype.

Later, Guodun Quantum lived up to expectations and developed a quantum computer with 10,000 qubits based on one-dimensional room-temperature superconductivity, which is ten times that of IBM. IBM's most advanced quantum computer only has 1,000 qubits.

The stock price skyrocketed in a short time. The Haohan-I quantum computer was the product they developed, priced at 5000 million RMB. The capital market was optimistic at that time.

CITIC Securities and Soochow Securities gave an optimistic estimate of annual revenue of 100 billion RMB, believing that Haohan would be able to sell 200 units. Guodun Quantum's stock price soared from a low of 70 yuan per share to 700 yuan, a full tenfold increase.

As a result, only two 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 terminated by Washington.

The expected revenue of 100 billion RMB became 1 million.

The fundamental reason is that a quantum computer with 10,000 quantum bits 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. They need to evolve from 10,000 qubits to 100,000 qubits.

However, these securities firms deliberately ignored this point when writing their research reports, and exaggerated the expectations for Guodun Quantum, resulting in serious misjudgments and burying a large number of "high-quality leeks".

Why are they called high-quality leeks? Because the prerequisites for opening an account on the Science and Technology Innovation Board must be met, and the average daily assets in the account must not be less than 50 RMB. If you have 50 RMB, you are definitely a high-quality leek.

Many people have tens of thousands of yuan in their accounts. In the end, CITIC Securities and Soochow Securities were only given a verbal warning and three glasses of wine (a 50 RMB fine) for such a serious misjudgment and deliberate misleading of investors.

The main thing is that these two securities firms not only deceived the "leeks", but also deceived Guodun Quantum itself. They built new production lines and signed a five-year room-temperature superconductor order with Frontier Technology for a total amount of RMB 5 billion.

Guodun Quantum buried itself as well.

After Huawei and Ali bought it, they also wanted to develop their own quantum computers based on this thing. It still has a long way to go before it becomes a basic component of the public cloud.

The leeks can still comfort themselves by saying that the day when Guodun Quantum successfully develops a 100,000-bit quantum computer will be the day they get their money back.

So much so that the leeks in the stock bar who bought Guodun Quantum at the highest point joked that they were Pikachu, and that one hundred thousand bits were one hundred thousand volts. They were waiting to shout one hundred thousand volts every day, trying to shout out a one hundred thousand bit quantum computer.

It is precisely because of this dilemma that Zhao Yong and Zhang Jun, the senior executives of Liangdun Quantum, are so excited.

"Keep this big customer. If possible, find out what they want to do with quantum computers. If not, forget it. Keeping this order is more important than anything else." Zhang Jun said, "I will report to Mr. Ying right away."

Zhao Yong nodded: "I understand."

For Guodun Quantum, the order with a total value of 50 billion RMB is a matter of life and death.

However, Zhao Yong was thinking about other things, which was to quickly tell the fund managers with whom he had close interests about this level of good news, and then tell his mother that it was time to buy a large amount of Guodun Quantum shares in his second uncle's stock account.

Guodun Quantum received the news in the second half of 2025. The most important news in China's business in the first half of the year must be Huawei's launch of an AI chip that is comparable to Nvidia's most advanced H300:

Ascend 1000
"Ascend 1000 is a new AI chip based on topological semi-metal that Huawei has spent more than a year to build. It has game-changing performance and is four times more powerful than the most advanced 300 graphics card in the industry.

The four-fold increase is based on the better compatibility between various 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 compatibility with AI, and its performance will be further improved in the future.”

At Huawei's annual spring conference, they invited Baidu, Tencent, Ali, ByteDance, etc. Almost all companies that could be named and had something to do with AI were invited.

The purpose is to announce the arrival of a new AI chip based on topological semimetals.

The guests in the audience started out as vice presidents. In addition to various vice presidents, there is also the person in charge of AI research and development.

Everyone gasped when they heard about this performance. After the computing power problem was solved, there would be no obvious difficulty for everyone to catch up with their Silicon Valley counterparts in the field of artificial intelligence.

Especially for companies like ByteDance and Tencent that have a large amount of business overseas, they can use Ascend 1000 to engage in a head-on battle for the global AI market with Silicon Valley giants such as Microsoft, Google, and Meta.

Considering the gap in corpus, computing power, 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 a product that is at least two generations behind. This is equivalent to riding a bicycle to catch up with a rider on a motorcycle who started earlier. This is very difficult. You need to climb mountains and cross rivers to find a shortcut, and you have to find the right direction every time.

"Huawei is awesome!" After an audience member shouted, voices of "Huawei is awesome" were heard one after another in the audience.

(End of this chapter)