domestic GPUs

The Surge in Demand for Data Center GPUs, ASICs, CPUs, DPUs, and Network Chips Driven by AI

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The Surge in Demand for Data Center GPUs, ASICs, CPUs, DPUs, and Network Chips Driven by AI

The wave of generative AI is driving explosive demand for data center GPUs, application-specific integrated circuits (ASICs), CPUs, DPUs, and network chips, with the market expected to exceed $370 billion by 2030. 1. Driven by Generative AI, the data center processor market is expected to reach $372 billion by 2030 The data center processor market … Read more

Accelerating Domestic AI Computing Power! Opportunities Across the Entire Industry Chain from Chips to Servers

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Accelerating Domestic AI Computing Power! Opportunities Across the Entire Industry Chain from Chips to Servers

The conference emphasized the strategic position of AI, highlighting the urgent need for domestic computing power alternatives. Giants like ByteDance and Alibaba are increasing their investments in computing power, with a projected year-on-year growth of 22%-28% in computing power investments by 2025 for mobile, telecom, and Unicom sectors. Domestic GPUs such as Huawei Ascend and … Read more