Zhitong Finance App learned that recently, Black Sesame Intelligence (02533) officially signed an AI computing server sales framework contract and supporting technical cooperation agreement with an A-share listed company (industry partner). The total sales contract amount is approximately RMB 300 million, of which, within one year from the signing of the contract, it is estimated that the complete AI computing server product with Black Sesame intelligent high-performance AI chips as the core will be purchased approximately RMB 250 million. This contract is the first batch of orders for Black Sesame's intelligent AI computing server business. It marks that the comprehensive strategic cooperation previously reached between the two parties has completed substantial business implementation. It also represents the official large-scale entry of Black Sesame Smart's self-developed AI computing power products into the AI computing server circuit. It is another key commercial milestone for the company in the field of AI computing.
As artificial intelligence technology accelerates to industrial implementation, the demand for AI computing is rapidly expanding from cloud data centers to edge side and local deployment scenarios, bringing a new round of industrial opportunities. As the core link of end-side intelligent computing, an efficient and reliable AI computing power base is becoming an important support for the intelligent upgrading of thousands of industries. Black Sesame Intelligence conforms to this trend, systematically expands computing platform capabilities that have been verified on a large scale to the field of AI computing servers, and promotes large-scale implementation of self-developed computing power products in a wider range of intelligent scenarios.
The signing of the 300 million yuan sales contract has multiple strategic significance for Black Sesame Intelligence. At the commercial level, this cooperation will effectively broaden the company's revenue scenarios and customer boundaries, optimize the business structure and profit levels, and contribute new performance growth points to the company; at the product level, this cooperation will further improve the company's multi-form computing power product matrix and promote AI computing server products from technical verification to large-scale commercial implementation; at the industrial level, this cooperation will help accelerate the popularization of autonomous and controlled domestic AI computing server solutions, seize a new round of industrial opportunities extending AI computing from the cloud to the edge and local deployment, and consolidate the company's position in the AI computing industry.
Shan Jizhang, founder and CEO of Black Sesame Intelligence, said that the signing of this contract is an important substantial step in expanding the AI computing server business based on the company's AI computing platform. Deep binding and large orders from leading customers are conducive to the restructuring of the company's profitable business, help drive the company's related business revenue growth and profit level increase in the long term, and continue to improve the layout of products and solutions for AI computing.
In the future, Black Sesame Intelligence will continue to cooperate with more leading companies on AI computing services, promote the continuous execution of orders, and jointly seize the new round of industrial opportunities brought by the expansion of AI computing from the cloud to edge and local deployment.