Moore Threads, Biren Technology, and AI Chips: A New Era in Graphics Processing Units
Wednesday, 28 August 2024, 09:00
Shifting Dynamics in the GPU Market
Moore Threads and Biren Technology are at the forefront of the AI chip revolution in China, seeking to fulfill the increasing demand for graphics processing units (GPUs).
The Rise of Domestic alternatives
- Tencent-backed Enflame is preparing for an IPO, aided by China International Capital Corporation.
- As Nvidia's market share declines in China, companies like Iluvatar Corex and Huawei Technologies’ Ascend are emerging.
The upcoming years are crucial as investors push for successful exits amid tightening venture capital channels. China’s computing clusters are evolving, led by innovative firms ready to take the stage.
Global Impact and Local Solutions
- Access to Taiwan Semiconductor Manufacturing Company is a significant advantage for these startups.
- The collaborative environment is promoting rapid advancements in AI processor technology.
The future of the GPU market hinges on the success of these domestic contenders, as they present a robust alternative to traditional supply chains.
This article was prepared using information from open sources in accordance with the principles of Ethical Policy. The editorial team is not responsible for absolute accuracy, as it relies on data from the sources referenced.