Group 1 - SenseTime (00020.HK) and Cambricon (688256.SH) signed a long-term strategic cooperation agreement in Beijing, aiming for the domestic production of the entire AI infrastructure chain [1] - The cooperation arises from multiple real demands, including policy requirements for domestic production rates in sectors like finance, telecommunications, and government, limiting foreign brands like NVIDIA [3] - Market shifts have led clients who previously relied on NVIDIA's A100 to accept domestic alternatives due to chip shortages, price limits, and embargoes [3] Group 2 - SenseTime possesses the "Riri Xin" large model but lacks its own computing power, while Cambricon has MLU chips but lacks core application scenarios, indicating strong complementary needs [4] - The cooperation will advance in three areas: chip adaptation with Cambricon's latest cloud inference card quickly adapting to SenseTime's large model for "zero migration," integrated devices combining "chip + server + model" for specific enterprise needs, and international expansion targeting Southeast Asia and the Middle East with bundled "chip + algorithm" solutions [4] - This collaboration poses challenges for system integrators relying on "NVIDIA + open-source models," as the weight of domestic production in future tenders increases, potentially diminishing the competitiveness of companies lacking domestic chip and model reserves [4]