INGDAN Partners with NVIDIA Jetson for Edge AI Computing Foundation, Leveraging OpenClaw and AI Agents to Secure Position in Trillion-Dollar Edge AI Market

Stock News
Jun 23

It is understood that INGDAN (00400), through its subsidiary Cogobuy Technology, recently held a technical summit in Shenzhen titled "Know the Boundaries, Intelligence for the Future: Build Your Own Agent AI with NVIDIA Jetson."

The event, in collaboration with NVIDIA's ecosystem technical team and edge AI industry chain partners such as Aoni Electronics and Zhiwei Intelligence, focused on the technical integration path between the OpenClaw open-source framework and the NVIDIA Jetson edge computing platform, aiming to deliver integrated implementation solutions for edge AI agents to the industrial sector.

Industry consensus indicates that the global AI industry's focus is rapidly shifting from cloud-based training to edge-side inference.

The inference-side industry relies on "computing power foundation + large model adaptation" as its core infrastructure, while AI Agents, with their complete execution chain encompassing autonomous loop control, contextual memory, task planning, and multi-tool orchestration, have become the core vehicle propelling AI from general-purpose dialogue to industrial productivity.

Inference-side applications lacking Agent capabilities can only achieve single-interaction Q&A functions, failing to create closed-loop commercial value.

Against this backdrop, open-source AI agent frameworks represented by OpenClaw have become crucial supports for edge-side inference.

As an underlying runtime platform for multi-Agent scheduling and management, the relationship between OpenClaw and vertical-scenario Agents is analogous to the ecosystem synergy between a computer operating system and its upper-layer application software.

Within a complete AI task execution loop, after a user issues an instruction via the OpenClaw entry point, the platform automatically matches the corresponding scenario-specific Agent, which then completes the task execution by leveraging the underlying computing power, industry-specific models, and skill toolkits it connects to, ultimately delivering unified output and visual presentation of results.

As the technology stack of "inference computing power + open-source framework + intelligent agents + industry skill sets (Skills)" matures, localized edge-side deployment has transitioned from an optional enterprise solution to a mandatory configuration, directly propelling edge computing power demand into a period of explosive growth.

Capitalizing on its deep collaboration with NVIDIA and leveraging the Jetson series as its edge computing foundation, INGDAN has positioned itself early to capture the high-growth cycle in the edge inference market.

INGDAN is a rare full-stack technology service platform in China centered on AI chips, maintaining long-term, deep strategic partnerships with global leading chip manufacturers such as Intel, AMD, NVIDIA, and SanDisk.

It has established a complete AI application service ecosystem encompassing "XPU + FPGA + storage + computing peripheral components + software-hardware co-design," with business covering cloud intelligent computing centers and full-scenario edge AI.

Leveraging the core characteristics of the NVIDIA Jetson platform—"local computing power closed-loop, data stays on-premise, out-of-the-box usability, security and controllability"—the company can provide individual developers and enterprise clients with highly secure, cost-effective solutions for local AI Agent deployment.

Related products and services are being actively incorporated into the company's edge computing service matrix, becoming a significant component of its product portfolio.

It is noteworthy that the competitive logic for AI infrastructure has shifted from mere accumulation of computing scale to optimization of full-chain system efficiency.

As AI Agents accelerate their penetration into physical scenarios like industry, security, and robotics, coupled with open-source agent frameworks lowering the barrier for edge deployment, computing power demand in areas such as edge smart devices, industrial intelligent terminals, and embodied intelligence will enter a phase of sustained release.

According to the latest forecast from Grand View Research, the global edge AI market size is expected to reach $118.69 billion by 2033, with a compound annual growth rate (CAGR) of 21.7% from 2026 to 2033, indicating the edge AI sector has entered a golden growth window.

From a performance perspective, INGDAN has already begun to realize the benefits of this trend: the company reported Q1 2026 revenue of approximately RMB 6.034 billion, a year-on-year increase of 125.6%; operating profit was about RMB 208 million, up 51.0% year-on-year, with edge AI computing-related business emerging as the company's core growth engine.

Looking ahead, INGDAN will continue to use NVIDIA Jetson as the core fulcrum for its edge computing power strategy, deepening the integration of edge intelligence technology and AI Agent application scenarios.

The company aims to continuously enhance its full-stack product portfolio, ranging from edge AI computing solutions to enterprise-grade computing clusters, catering to the needs of a full spectrum of clients from individual developers and growing enterprises to large-scale intelligent computing centers.

The goal is to translate the technological advantage of its computing foundation into a growth lever for industrial penetration, thereby continuously capturing the long-term growth dividends of the trillion-dollar edge intelligence market.

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

Most Discussed

  1. 1
     
     
     
     
  2. 2
     
     
     
     
  3. 3
     
     
     
     
  4. 4
     
     
     
     
  5. 5
     
     
     
     
  6. 6
     
     
     
     
  7. 7
     
     
     
     
  8. 8
     
     
     
     
  9. 9
     
     
     
     
  10. 10