China is slashing electricity costs for data centers that choose domestic AI chips, a move meant to offset weaker performance-per-watt versus Nvidia’s H20. Supporters call it smart industrial policy; critics …
Cambricon
-
-
Processors
Goldman Sachs Scrambles to Follow China’s Red-Hot Cambricon as the AI Chipmaker Surges
by ytoolsCambricon’s stock has surged by 130%, sending its market cap skyrocketing to $90 billion. While the company is growing rapidly, there are big risks ahead, including customer concentration and tough …
-
China is pushing to cut NVIDIA out of its AI future, with a proposed ban on H20 accelerators. Officials are furious over U.S. remarks about keeping Chinese firms ‘addicted’ to …
-
China is tightening rules on AI infrastructure, forcing data centers to use domestic chips. Cambricon just announced a $560M fundraising push, hoping to compete with NVIDIA and AMD. Meanwhile, Huawei’s …