Industrial Fulian Accelerates Entry into Trillion-Dollar Space AI Track

On March 25th, Hongbai Technology, a subsidiary of Industrial Fulian (601138.SH), announced a strategic partnership with Ramon.Space, a leader in space computing infrastructure. Hongbai will manufacture Ramon.Space’s computing products and establish the industry’s first large-scale space computing product manufacturing line.

Hongbai Technology is a subsidiary of Industrial Fulian and a leading global provider of cloud infrastructure services. It offers a variety of cloud computing products and services, including AI servers, storage, HPC accelerators, and innovative environmentally friendly solutions to meet global customer needs. It is reported that Hongbai has obtained the AS9100 certification, which is the gold standard for quality and safety management in the aerospace industry.

Ramon.Space has developed a software-based radiation-resistant computing platform characterized by low power consumption and high internal integration. It provides computing, storage, and connectivity functions, enabling next-generation space applications and services.

Industry experts generally believe that space computing power is currently at a critical point of “transition from laboratory experiments to large-scale deployment.” On one hand, the explosive growth of satellite data demands higher real-time processing capabilities; on the other hand, the bottlenecks in ground network bandwidth and latency are becoming increasingly apparent. Moving computing capabilities to orbit has become a industry consensus. In this context, space data centers that perform data processing and distribution in orbit are expected to reshape the infrastructure of computing power.

According to industry estimates, space computing power and related infrastructure are expected to become the next trillion-dollar track, with the overall market size projected to reach approximately $1.8 trillion by 2035. As the industry chain matures, opportunities will arise across all segments—from core chips and servers to complete systems and data center solutions.

Analysts point out that space computing power demands higher hardware reliability, energy efficiency, and system integration. Manufacturers capable of large-scale production and engineering implementation will have advantages and are likely to secure a favorable position in the next cycle of infrastructure upgrades.

(Edited by: Zhang Xiaobo)

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