Black Sesame Intelligence (02533) reached a strategic cooperation with Co-Creation Data to jointly build an integrated AI inference industry ecosystem

Zhitongcaijing · 1d ago

Zhitong Finance App learned that recently, Black Sesame Intelligence (02533) announced the formal signing of a strategic cooperation agreement with Co-Creation Data Technology Co., Ltd. (hereinafter referred to as “Co-Creation Data”). Relying on their core strengths in the fields of AI computing chips, server commercialization, supply chain support, customer resources and computing power services, the two sides will jointly create an AI inference solution integrating “computing power base - machine production - AI inference service”. On this basis, they will explore customized chip development for next-generation AI inference scenarios, build a long-term and stable strategic partnership, and jointly seize the market opportunities for the rapid development of the AI inference industry.

Currently, the global artificial intelligence industry is accelerating from the stage of large-scale model training to a new stage of large-scale inference and application of intelligent devices. Demand for AI computing power continues to expand from the cloud to multiple scenarios such as enterprises, industries, robots, and smart terminals, gradually forming a multi-level inference and computing power system covering the cloud, edge, and end. With the explosive growth of large model calls and demand for token generation, the core of industry competition has shifted from peak computing power to inference throughput efficiency, unit token cost, energy efficiency performance, and software/hardware coordination capabilities. According to industry forecasts, by 2030, the AI inference related computing market for data centers, edges, and terminals will reach the trillion dollar scale, and the industrial space is vast.

In this cooperation, the two sides will form complementary capabilities around AI reasoning industry links to jointly enhance the overall competitiveness of products and services. Black Sesame Intelligence will utilize the technical advantages of self-developed AI computing chips, provide AI inference hardware solutions based on self-developed chips, simultaneously output supporting full-stack software and development tool chains, and continue version iteration and technical support. Co-creation data will utilize the advantages of supply chain and channel resources, as well as the accumulation of computing power servers and customer service. The two sides will jointly carry out marketing and customer development, jointly research optimization plans, promote the application of cooperative products and AI inference services, and provide support for long-term strategic cooperation.

The AI inference server launched by Black Sesame Intelligence forms a multi-node interconnection system based on a high-performance chip. It supports the local deployment and operation of large AI models, and can natively adapt to the high-performance models of leading AI companies to meet the computing power requirements of small and medium-sized enterprises, “one-person companies”, and individual users. In the next step, Black Sesame Intelligence and Co-Creation Data will also explore the customized development of AI inference chips based on the differentiated computing power needs of industry customers. The scope of cooperation can further cover chip specification definition, architecture and IP design, flow film, package testing, and supporting software stack and tool chain development to jointly seize the development opportunities of the AI inference market.

Shan Jizhang, founder and CEO of Black Sesame Intelligence, said, “AI reasoning is the core part of large-scale implementation of the artificial intelligence industry, and an efficient, reliable, and cost-effective computing power base is the key support for the development of the industry. Relying on fCloud's “computing-connection-storage” full-stack AI computing power base, it is deeply established in supply chain management, intelligent machine manufacturing, computing power platform operation, and industry implementation and delivery; Black Sesame Intelligence, as a benchmark force for domestic end-side AI chips, relies on strict mass production practices of automotive-grade high-performance chips, pioneered large-scale model end-side deployment and AI efficient reasoning, defining high-performance, and highly reliable computing power solutions. The two complement each other's advantages. We look forward to using this cooperation as a starting point to open up the full link from chip computing power to machine products to inference services to provide customers with integrated AI inference solutions and jointly seize the trillion-level AI inference market opportunities.”

Pan Wenjun, general manager of Co-Creation Data, said, “Black Sesame Intelligence has deep technical accumulation and mass production experience in the field of self-developed AI chips and end-side computing power. Its highly reliable computing power technology that has been verified at the vehicle level can be efficiently reused in AI inference server scenarios. This strategic cooperation will fully integrate the advantages of both parties, enhance product supply resilience and market competitiveness, jointly expand the application boundaries of AI inference products and services, and create higher value for customers.”

This strategic cooperation is an important practice of deep collaboration between computing power chip companies and supply chain and service companies. It is also an important layout for Black Sesame Intelligence in the field of AI inference. In the future, the two sides will use this cooperation as a foundation to continue to deepen technical collaboration and market linkage, continuously iteratively optimize integrated AI inference solutions, explore innovative implementation of customized chips, work together to empower the intelligent upgrading of thousands of industries, and jointly promote the high-quality development of the AI inference industry.