Cambricon Denies Next Year Million Chip Shipment Rumor
Cambricon Chairman Chen Tianshi denied rumors of shipping a million chips next year, stating the company has never discussed such figures and urging investors to rely on official announcements. As a major domestic AI chip supplier, Cambricon reported 9.526 billion yuan in revenue for the first three quarters of 2026, with net profit up over 130% year-on-year.
Summarized by AI from one outlet
Source
- IT之家Read original ↗
Latest
- Chips
Counterpoint: NVIDIA Leads Humanoid Robot AI Accelerator Market
Counterpoint projects that global shipments of AI accelerators for humanoid robots will exceed one million units by 2030, with a CAGR of 144%. NVIDIA leads the market with its full-stack ecosystem, partnering with firms like AgiBot and Unitree, while Qualcomm focuses on energy efficiency and collaborates with Figure AI.
- Chips
NVIDIA adjusts Rubin GPU bandwidth specs
Based on document comparisons, NVIDIA has adjusted Rubin GPU system specs, slightly reducing HBM and NVLink bandwidth while increasing network bandwidth. For instance, Vera Rubin superchip HBM bandwidth dropped from 44TB/s to 38.5TB/s. These changes reflect a strategic balance between AI compute performance and cost.
- Chips
US Data Centers Expand Rapidly Due to AI Demand, Power Load Enters Gigawatt Era
Led by major AI developers like OpenAI and Anthropic, US data center construction is accelerating, with facility counts and scale far exceeding other countries. As power demand enters the gigawatt era, infrastructure expansion has become a political topic affecting midterm elections.
- Chips
Chinese scrap yards retrofit RTX 5090s for AI servers
Chinese recycling plants are retrofitting NVIDIA RTX 5090 graphics cards into components for AI servers. This trend has caused high-end consumer GPUs to disappear from retail shelves, indicating that compute demand is reshaping the hardware supply chain.
- Chips
German Utility Partners with NVIDIA on Data Center
PreussenElektra announced a partnership with NVIDIA to assess converting decommissioned nuclear sites into AI data centers. The move aims to leverage existing infrastructure and power grids to reduce costs and expand AI compute capacity.
All news → · All rights belong to the original creators