AI computing power

Research Report on Huadian Co., Ltd. (002463): Dual-Engine Drive and Growth Logic of High-End PCB Leader

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Research Report on Huadian Co., Ltd. (002463): Dual-Engine Drive and Growth Logic of High-End PCB Leader

As a core enterprise in the global high-end printed circuit board (PCB) sector, Huadian Co., Ltd. has deeply engaged in strategic tracks such as communication equipment, automotive electronics, and AI computing power. With a focus on technological depth, strong customer ties, and forward-looking capacity planning, the company has built a solid competitive barrier amid the … Read more

What RISC-V Can Bring to Zhuhai

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What RISC-V Can Bring to Zhuhai

Author: Qian YuSource: Yangcheng Evening News • Yangcheng Pai On November 24, at the 2025 RISC-V Industry Development Conference and RDSA International Forum, Academician Ni Guangnan from the Chinese Academy of Engineering mentioned in his speech that NVIDIA has launched a compatibility plan for RISC-V with CUDA. This is a significant message. Xiao Qing, Chief … Read more

KTransformers Adds Support for Ascend NPU Open Source Adaptation, Empowering AI Computing Power Accessibility

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KTransformers Adds Support for Ascend NPU Open Source Adaptation, Empowering AI Computing Power Accessibility

On October 28, the high-performance heterogeneous inference framework KTransformers, co-open-sourced by Qujing Technology and the Tsinghua KVCache.AI team, announced the completion of comprehensive support for the Ascend NPU. Through collaboration, this update has deeply optimized the CMake build system, stream management, and underlying operator implementation, enabling developers to efficiently run large models with hundreds of … Read more

The ASIC Revolution: From Technological Breakthroughs to Industry Resonance

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The ASIC Revolution: From Technological Breakthroughs to Industry Resonance

1. Google Chain Fever: From Technological Breakthroughs to Industry Resonance Recently, the Google Cloud ecosystem has been continuously generating excitement, with significant technological breakthroughs translating into substantial impacts on the capital markets. The stock price of semiconductor giant Broadcom surged by 12% in a single day, nearing its historical high market capitalization. This market reaction … Read more

Insights on AI Hotspots: The Ongoing Chip War – The Rise of Google’s TPU and NVIDIA’s Anxiety

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Insights on AI Hotspots: The Ongoing Chip War - The Rise of Google's TPU and NVIDIA's Anxiety

The “New Normal” of the Chip War: The Rise of Google’s TPU and NVIDIA’s “Anxiety” Introduction: A Trillion-Dollar Market Shock Triggered by “Rumors” Recently, a report surfaced that tech giant Meta is in talks with Google to deploy Google’s self-developed Tensor Processing Units (TPUs) in its data centers starting in 2027. This news struck the … Read more

Galaxy Daily Review | AI Computing Power Hardware and Application Sectors Strengthen Simultaneously, Leading Gains in Communication and Media Sectors

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Galaxy Daily Review | AI Computing Power Hardware and Application Sectors Strengthen Simultaneously, Leading Gains in Communication and Media Sectors

01 Market Overview Data Source: Wind According to Wind data, over 4,300 stocks in the market rose. 02 Industry Performance Data Source: Wind, showing only the industries with the largest daily gains and losses 03 Main Factors From the perspective of market drivers, the People’s Bank of China conducted a 1 trillion yuan one-year Medium-term … Read more

Virtualization to the Left, Supernodes to the Right: How Huawei Flex:ai Significantly Enhances NPU/GPU Utilization

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Virtualization to the Left, Supernodes to the Right: How Huawei Flex:ai Significantly Enhances NPU/GPU Utilization

“Training a large model costs tens of millions of dollars in computing power,” “GPU server prices have doubled and are still hard to obtain,” “Half of the GPUs in the cluster are idle and cannot be scheduled”—this is the most genuine computing power anxiety in the current AI industry. As the industry struggles with computing … Read more

AI-Driven Innovation in Smart Hardware: Sustained Optimism for Computing Power and Autonomous Control Trends

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AI-Driven Innovation in Smart Hardware: Sustained Optimism for Computing Power and Autonomous Control Trends

1. Overview of the Electronics Industry: Demand Continues to Recover, Operations Steady with Growth According to Shenwan Electronics, the total operating revenue and net profit attributable to shareholders of 469 companies in the electronics industry (excluding SMIC and Hua Hong) for the first three quarters of 2024 were 2.4329 trillion yuan and 103.5 billion yuan, … Read more

The Challenges of Humanoid Robots: Can a ‘Nine-Square’ Hotpot Provide Solutions?

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The Challenges of Humanoid Robots: Can a 'Nine-Square' Hotpot Provide Solutions?

For embodied intelligence to achieve large-scale application, leading chip companies like Intel must break through the limitations of computing architecture. When Russia’s first AI humanoid robot “Aidor” staggered onto the stage accompanied by the theme song from the movie “Rocky,” everyone thought a highlight moment was about to arrive. Unexpectedly, “handsome for only three seconds” … Read more

160 Billion Yuan Capital Expenditure Continues to Strengthen AI Strategy! ByteDance’s AI Industry Chain Overview

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160 Billion Yuan Capital Expenditure Continues to Strengthen AI Strategy! ByteDance's AI Industry Chain Overview

ByteDance is intensifying its AI strategy with a “full-stack self-research + scenario explosion” approach, becoming one of the most complete technology giants in the global AIGC field. In 2025, the total capital expenditure in the AI sector is expected to exceed 160 billion yuan, with ByteDance’s Doubao large model already ranking in the top tier. … Read more