Why Compute Power Gets You In, but Security Determines Survival—HaiGuang’s Two Game‑Changing Moves

The token economy’s explosive growth has pushed daily AI model calls beyond 140 trillion, and 2026 is seen as a turning point; domestic chip localization rose to 41% in 2025, while Nvidia’s market share in China dropped from 95% to about 55%.

While compute power is the entry ticket, AI also brings severe security risks. A March 15 reveal exposed a GEO large‑model data‑poisoning attack that injects malicious samples into training data, identified as the top security threat for 2026.

New risks such as compute hijacking and runtime data leakage are appearing in real environments, rendering traditional perimeter defenses—network, host, and application firewalls—ineffective against AI compute clusters.

Industry consensus now treats security as the essential AI entry ticket; finance, government, and other critical sectors will not permit AI systems without hardware‑level security verification, shifting competition from raw FLOPS to trustworthy “base capabilities.”

At the 9th Digital China Construction Summit, HaiGuang showcased its CPU, DCU, and a full‑stack solution portfolio.

HaiGuang launched two joint solutions: a chip‑level full‑stack cryptographic service platform with Shanghai CA, and an intelligent trusted data space with AsiaInfo.

The cryptographic platform, built on a CPU with a national‑level Level‑2 secret module, upgrades from “external passwords” to “native passwords,” cutting transformation time by half and reducing construction costs by 70%, thus providing compliance‑grade cryptographic guarantees for banks, government, and telecom sectors.

The trusted data space leverages privacy‑computing and blockchain technologies together with a TEE (Trusted Execution Environment) to achieve “usable but invisible” data—maintaining encryption from transmission through computation—allowing AI applications to move from pilot to large‑scale deployment without security bottlenecks.

Underlying this is HaiGuang’s newly released “intrinsic security” system, which pushes security from the software layer down to the chip. It consists of three interlocking layers: (1) Trusted Computing – a hardware root of trust in the CPU, BIOS, and OS that halts execution on any tampering; (2) Confidential Computing – data remains encrypted in cloud memory, unreadable by cloud providers, administrators, or malicious tenants; (3) Crypto Acceleration – a high‑performance national‑standard co‑processor supporting SM2/SM3/SM4, with keys managed entirely within the hardware.

As AI compute evolves from merely “usable” to genuinely “good,” security becomes non‑optional; after 2026, only those who can build an un‑bypassable chip‑level security moat will truly dominate the AI compute arena.