In the face of humanoid robots, which represent a completely new system, the demand for chips will be entirely different due to the new hardware. The architecture also has significant operational flexibility, and for humanoid robots, this means entirely new ecological possibilities. Experts point out that while we may never surpass Microsoft and Intel in … Read more
Huawei’s chips are currently divided into six main categories, covering key areas such as terminals, communication, computing, and AI. Huawei has built a full-stack domestic computing ecosystem with four major technology systems: Ascend (AI chips), Kunpeng (server chips), Euler (operating system), and Pangu (large models), with performance closely following international giants like NVIDIA’s GB200. Huawei’s … Read more
On May 7, the People’s Bank of China announced a 0.5 percentage point reduction in the reserve requirement ratio and a 0.1 percentage point decrease in the policy interest rate, which is expected to release 1 trillion yuan in long-term liquidity. This policy directly benefits the capital market and injects a strong boost into the … Read more
1. Market Landscape: Accelerated Domestic Substitution, Formation of a Duopoly “Under the U.S. chip blockade, the Chinese AI computing market is surprisingly divided by these two companies, capturing 35%!” In Q1 2025, the domestic AI chip substitution rate soared to 45%, with Huawei Ascend and Cambricon together holding 35% of the cloud market share, surpassing … Read more
Source | OCP Official Website [Insights on Thermal Management] Recently, the OCP official website released a white paper titled “30℃ Coolant– A Durable Roadmap for The Future” authored by a team from META, Vertiv, Samsung, AMD, Intel, and Nvidia, leading participants in the global data center industry. The article focuses on the temperature standards for … Read more
01 Chip Products and Design NVIDIA announced that the GeForce RTX 5060 graphics card and laptop GPU will be available for sale on May 20, featuring a new generation architecture that significantly enhances gaming and AI computing performance, with a starting price of 2499 yuan for desktops and 1099 USD for laptops globally. Guoxin Technology … Read more
👆If you would like to meet regularly, feel free to star 🌟 and bookmark it~Source: This article is translated from Zach, thank you. In late April, one of the most well-funded AI chip startups, SambaNova Systems, significantly deviated from its original goals. Like many other AI chip startups, SambaNova initially aimed to provide a unified … Read more
Recently, domestic tech giants have invested 2 billion to procure NVIDIA’s H20 computing power, accelerating the large-scale implementation of AI applications. The policy has classified computing power as a new type of productive force, with the State Council aiming for a computing power scale exceeding 300 EFLOPS by 2025. Shenzhen is promoting “training vouchers” to … Read more
Despite the ongoing restrictions by the United States on NVIDIA GPUs exported to China, the latest data released by IDC, a global third-party authority, shows that NVIDIA’s chip shipments remain the largest in 2024. According to this authoritative report, the gap among the top six is quite significant. The first place is NVIDIA with 1.9 … Read more
Your finger suddenly paused on the phone screen—NVIDIA and Anthropic, two Silicon Valley giants, are embroiled in a social media spat that is reshaping perspectives. An NVIDIA spokesperson sarcastically pinned their opponent’s accusations to the wall of shame with the term “live lobster smuggling chips,” while Anthropic retaliated with a suspected smuggling route map. This … Read more