Repost from Fortune China: From IT Services Giant to Full-Stack Intelligence – iSoftStone's Path of AI Evolution

As global tech giant Google constructs an impregnable AI ecosystem with its "TPU chip (compute) + Gemini model (intelligence) + full-suite applications (entry point)," a clear industry signal has been released: competition in the AI era is no longer a battle over single model parameters, but a dimensionality reduction strike powered by a full-stack ecosystem. Entering 2026, with the "AI compute overcapacity" theory gaining traction, Google has steadily advanced, its market value reaching new heights of $4 trillion—the ultimate vote of confidence from the market in its AI strategy.

Back in China, during this critical window of transition from "general-purpose large models" to "industrial implementation," who can replicate this "full-stack logic" and bridge the chasm between technological supply and industrial demand?

iSoftStone provides a clear answer. This former IT services leader is building a rare "compute-model-terminal" closed loop in China's enterprise market through its "Integrated Hardware and Software, Full-Stack Intelligence" strategy. This is not merely an industrial-level benchmarking against a top-tier global AI development model, but a value reconstruction reshaping China's digital-intelligent supply chain.

Laying the Foundation: Building an Innovative and Controllable "Physical Base" with "Computing Intelligence"

Just as Google possesses not only TensorFlow but also the TPU compute cluster supporting its operation, the ticket to the AI era is first held by those who control the compute power. Through the strategic acquisition of Tsinghua Tongfang Computer, iSoftStone made a critical leap from "software-defined" to "physical support."

This is not a simple hardware expansion, but a strategic "compute power positioning."

In the field of computing intelligence, iSoftStone has built a comprehensive hardware system covering AI servers, workstations, and storage devices. Relying on Xinchuang technology pathways like Kunpeng and Ascend, it is not just a hardware manufacturer but a mainstream contributor to China's Xinchuang and innovative computing ecosystem. This positioning allows iSoftStone to secure a favorable position in national strategies like the "East Data, West Computing" project, successfully extending its business reach to the physical layer of core sectors such as finance, telecommunications, and state-owned enterprises. This provides a highly optimized, secure, and controllable computing foundation for upper-layer AI applications.

This is not merely hardware sales, but a localized interpretation of Google's TPU strategy—providing an efficient, secure, and green physical base for upper-layer model training and inference through customized computing infrastructure. According to IDC forecasts, the scale of China's intelligent computing cloud infrastructure (AI IaaS) market will approach nearly 150 billion RMB by 2029. iSoftStone has already secured a high ground in the enterprise-level computing market, establishing a solid "hard" power foundation for its full-stack strategy.

The Hub: Building an "AI Factory" for Vertical Industries with "Scenario Intelligence"

If compute power cannot be transformed into productivity, it is merely an expensive electricity bill. In Google's ecosystem, the Gemini model is the core that transforms compute power into intelligence; in iSoftStone's landscape, the iSoftStone Tianxuan MaaS (Model as a Service) platform plays an equally crucial "hub" role.

This is also becoming iSoftStone's deepest "moat of knowledge."

Unlike general-purpose large model vendors solely chasing parameter scale, iSoftStone's core advantage stems from its vast accumulated know-how, gained from 20 years of deep industry cultivation. The iSoftStone Tianxuan MaaS platform is not just a model repository, but an "AI Factory" capable of accessing various large models and performing fine-tuning and training integrated with industry-specific know-how. Through AISE (AI Software Engineering) and AutoAgent, iSoftStone solves the problem of general models struggling to understand core industry pain points. In scenarios like manufacturing, finance, and energy, the iSoftStone Tianxuan MaaS platform acts as a "converter," precisely channeling general AI capabilities into enterprise business processes, achieving a leap from "having a model" to "creating value."

Taking intelligent manufacturing as an example, the iSoftStone Tianxuan MaaS platform, functioning as an "AI flywheel engine," can efficiently unleash the productivity of digital employees, embodied employees, and human employees. It drives the "AI Factory" from scenario requirements to intelligent agent creation, and then to data feedback and model self-optimization. With Tianxuan AutoAgent, AI applications can be implemented quickly and robustly in complex industrial scenarios, unlocking greater intelligent value.

Reaching the User: Seizing Ubiquitous "Traffic Entry Points" with "AI-Powered Devices"

Ultimately, AI must reach the user. Google controls the terminal through Pixel phones and the Android system, while iSoftStone is building its neural nerve endings extending to the edge by strategically deploying "AI PC + Pan-Intelligent Terminals."

This is iSoftStone's future "growth flywheel."

On the consumer front, iSoftStone's "Mechrevo" brand is aggressively advancing AI PCs, transforming computers from tools into "personal intelligent assistants." It is also developing industry distribution versions of the iSoftStone Tianhong operating system series and launching IoT terminals like OpenHarmony smart screens, OpenHarmony AI PCs, and IPCs. This is not just hardware sales, but a move to seize the primary entry point for future human-computer interaction. Looking ahead, iSoftStone is entering the intelligent robotics sector through "iSoftStone Tianshu" and "iSoftStone Tianqing." This positioning allows AI to move from the virtual space to the physical world, not only validating the synergy of "integrated hardware and software" but also providing embodied intelligent solutions for scenarios like industrial manufacturing and specialized operations.

The Flywheel Effect: An Ecological Closed Loop Through Full-Stack Synergy

It is thus evident that iSoftStone's path of AI evolution is fundamentally about building a self-reinforcing business flywheel:

AI Computing Power provides a high-performance and secure foundation for the software, securing the entry point to customer infrastructure.

Industry AI Solution endows the hardware with intelligence, continuously feeding data back to optimize models and solve the "last mile" challenge.

AI-Powered Devices expands business boundaries, continuously generating data and demand that drives the iteration of underlying compute power.

This strategic closed loop of "Integrated Hardware and Software, Full-Stack Intelligence" transforms iSoftStone from a mere IT service provider into an "ecological connector" linking underlying technology, industry scenarios, and end-users. Just as Google built an unshakable ecological barrier through hardware-software integration, when the true first year of AI application arrives in 2026, iSoftStone, with its "full-stack intelligence" powerful combination, will not only help Chinese enterprises bridge the gap in technology implementation but also demonstrate to the global market that Chinese technology companies can not only scale up but also deepen their expertise, forging a full-stack AI evolution path with global influence.