en.Wedoany.com Reported - SoftStone Power announced on May 19 that its subsidiary, SoftStone Computer, successfully won the bid for China Mobile's 2026-2027 PC server product centralized procurement project, with a winning bid amount exceeding 1.753 billion yuan. As a large-scale infrastructure expansion by a domestic operator during a critical period of digital and intelligent transformation, the total scale of this centralized procurement project is approximately 62,900 units, with ARM architecture servers accounting for as much as 65%, setting a new record for the proportion of ARM architecture in a single batch of centralized procurement by a domestic operator.

This China Mobile PC server centralized procurement project is planned to be divided into 11 bid packages in total, with 6 of these packages initially announced this time, amounting to a total value of 13 billion yuan. In this server centralized procurement, which is both large in scale and representative in the domestic market, ARM architecture has become the main competitive battleground. SoftStone Computer, along with seven other enterprises including Sichuan Huakun Zhenyu and Wuhan Yangtze Computing, achieved shortlisting for the full series of ARM bid packages, forming the core competitive tier of domestic computing power manufacturers. Against the backdrop of continuously surging demand for AI computing power, this round of large-scale server procurement by China Mobile is not only an expansion of its new infrastructure, such as its computing power network and Mobile Cloud, but also a strategic deployment in the field of localized computing power.

Underpinning this successful bid is SoftStone Computer's deep technical accumulation and manufacturing heritage in the field of domestic computing power hardware. The predecessor of SoftStone Computer was Tsinghua Tongfang, which has a thirty-year history in hardware manufacturing. After integrating into the SoftStone Power system, the company was given a new strategic positioning—China's leading provider of full-stack intelligent computing products and solutions. Driven by the "All in AI" strategy, SoftStone Computer has built a full-stack localized computing power product matrix centered on "Kunpeng + Ascend," covering AI servers, general-purpose servers, liquid-cooled workstations, and intelligent terminals, and is a preferred partner for both Kunpeng and Ascend. Its SuperPower A860 A5 AI server, launched under the SoftStone Huafang brand, can support 8 Ascend accelerator cards and is suitable for scenarios such as large language model training and inference. This full-stack self-research capability, from core chips to complete machine products, equips it with the comprehensive strength to meet the high requirements of operators for server high performance, high compatibility, and stable delivery capability.

From a broader industry perspective, this winning bid represents a crucial market validation and positioning for SoftStone Power. In recent years, SoftStone Power has resolutely advanced its "integrated software and hardware, full-stack intelligence" strategy, making computing products and intelligent electronics one of its three core business pillars. Financial reports show that revenue from its artificial intelligence-related business has exceeded 50% of total revenue, becoming the core driver of the company's growth. In April this year, SoftStone Huafang completed a brand refresh, comprehensively upgrading to a full-stack intelligent computing provider covering "end-edge-center side." Successfully securing this super-large order from China Mobile is not only a direct affirmation of its technical roadmap and delivery capabilities but also signifies that its localized computing power solutions have achieved large-scale implementation in the high-barrier operator market, providing strong support for the company's construction of an independent product system encompassing "Intelligent Computing Center + OS + Servers." Amid the wave of domestic computing power self-reliance and AI mega-infrastructure, SoftStone Power is expected to leverage this benchmark project to further consolidate its leading position in the domestic AI computing power complete machine market and accelerate its strategic transformation from traditional IT services to full-stack AI infrastructure.

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