Linear Capital Portfolio Company | Tophant × Huawei Cloud Pangu Models Joint Innovation Results Released

From June 21 to 23, 2024, Huawei Developer Conference 2024 (HDC 2024) was held in Songshan Lake, Dongguan. Tophant Intelligence was invited as a strategic partner in the cybersecurity field. Together with Huawei Cloud's Pangu large model, Tophant unveiled two joint innovations: XCP (XSOC Co-Pilot), an AI copilot system for security operations centers, and XAirbag, a third-party large model safety guardrail product.

Huawei Developer Conference 2024

01 Huawei's Full-Stack Independence and Security; Tophant Leads the Way in Autonomous, Controllable AI-Powered Cybersecurity

In 2024, global tech giants including Microsoft and NVIDIA have been aggressively deploying application-side AI. Apple has also partnered with OpenAI to integrate ChatGPT into iPhone's operating system and apps, offering generative AI services. The global AI industry is gradually shifting toward application-side implementation.

On another front, OpenAI abruptly announced today that it will terminate API (Application Programming Interface) services to mainland China starting July 9. Industry observers widely believe this move will force Chinese enterprises to adopt domestic large models going forward.

Huawei's Pangu large model is China's first full-stack autonomous AI large model. Built on Huawei's self-developed Ascend AI ecosystem, it encompasses the underlying Kunpeng and Ascend AI computing cloud platforms, the mid-to-upper layer Ascend computing engine CANN, AI development framework MindSpore, and AI development platform ModelArts — providing key capabilities for large model development and operation including distributed parallel acceleration, operator and compilation optimization, and cluster-level communication optimization. Leveraging Huawei's foundational AI technology, large model training efficiency can be tuned to 1.1x that of mainstream industry GPUs.

Tophant Intelligence and Huawei Cloud Pangu large model established a strategic partnership in 2023, marking a mutual commitment between scenario-based cybersecurity applications and China's leading domestic enterprise-grade foundation model. The two sides subsequently engaged in close and efficient joint R&D. The innovations unveiled this time not only provide enterprise customers with full-stack autonomous, combat-oriented, scenario-based AI applications for cybersecurity, but also accelerate the industry's development toward secure, trustworthy, and autonomously controllable intelligence.

Huawei-Tophant Signing Ceremony

02 Deep Expertise, Combat-Ready: Tophant's XCP Security Large Model Product Shows Promise

The Tophant Intelligence security large model foundation draws from the company's unique cybersecurity platform community ecosystem, Extended Threat Intelligence (XTI) platform, and China's leading civilian vulnerability database. Through high-quality cybersecurity domain corpora and information density, trained on over 80B tokens, it has achieved a leading position among security domain large models.

Tophant's newly released XCP (XSOC Co-Pilot) security operations center AI copilot system can provide enterprises with automated data ingestion, security event analysis, automated incident investigation and response, intelligent threat hunting, and intelligent recommendations and decision support. XCP significantly enhances security team operational efficiency, effectively reduces alert fatigue, allows security operations to focus on real incident response, and achieves precise, timely, and efficient operational outcomes.

Tophant Intelligence Product Strategy Director Sheng Guang Jing Delivers Keynote

03 Third-Party Large Model Safety Guardrail XAirbag Protects Large Model Security

As AI large models become increasingly widespread across industries, the security of the models themselves has become a critical challenge. At this Huawei Developer Conference, Tophant also unveiled XAirbag, a third-party large model safety guardrail product that simulates hacker attacks on large models from an attacker's perspective, examining and protecting against large model security risks across the entire chain to safeguard large model security.

XAirbag supports hundreds of models and thousands of forms through an open, compatible third-party "plug-in" architecture, ensuring data and application security for large models, enabling enterprises to use large models more securely, and providing dynamic protection for the rapid iteration of enterprise AI applications.

XAirbag Overview

This HDC 2024 unveiling represents a milestone in Tophant's phased joint innovation with Huawei Cloud Pangu large model. Going forward, both parties will deepen cooperation, further open their collaboration platform, strengthen underlying technology links, accelerate the delivery of benchmark customer implementations for domestic AI large models and vertical cybersecurity applications, and propel the cybersecurity industry into the intelligent era.

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About Linear Capital

Linear Capital is an early-stage investment firm focused on "frontier technology + industry" — frontier technologies represented by data intelligence, digital new infrastructure, next-generation robotics, and technological transformation in traditional domains (such as biomedicine, materials, and energy), applied across vertical industries to substantially improve industrial efficiency, empower solutions to pain points, and complete industrial upgrading. Through significant enhancement of industrial value, we achieve excess returns in commercial value. We currently manage ten funds with total AUM of approximately $2 billion.

Our investment stage focuses primarily on leading angel to Series A rounds, with individual ticket sizes ranging from $1 million to $10 million (or RMB equivalent).

To date, we have made early-stage investments in over 120 startup teams including Horizon Robotics, Kujiale, Sensors Data, Tezign, Rokid, Guandata, and Agile Robots. The combined valuation of Linear's portfolio companies is approximately $20 billion.

In the near term, Linear Capital is working to become the premier "Data Intelligence Technology Fund," with a long-term vision of evolving into the most influential "Frontier Technology Application Fund."