2 1 Shi Ji Jing Ji Bao Dao·2025-11-13 12:17Core Insights - The domestic AI chip industry is rapidly advancing, driven by both policy support and market demand, creating significant opportunities for local computing ecosystems [1][9] - The competition in the AI chip sector is increasingly centered around ecosystem development, with a focus on creating alternatives to NVIDIA's dominant CUDA platform [2][4] Group 1: Industry Dynamics - The AI chip market has been historically dominated by NVIDIA, which has established a near-monopoly through its CUDA software ecosystem [2] - Domestic companies, such as Cambricon, are making strides in developing competitive software platforms like Cambricon NeuWare, which aims to provide compatibility with mainstream frameworks [4][6] - The shift towards domestic chips is being accelerated by supply chain uncertainties and geopolitical factors, prompting local AI firms to seek alternatives [9] Group 2: Technological Developments - Cambricon NeuWare has achieved compatibility with the latest versions of PyTorch and Triton, facilitating easier migration of models from NVIDIA GPUs to MLU [4][6] - The platform includes a comprehensive software stack and tools for performance analysis, enhancing the usability for developers [5] - Cambricon is also focusing on supporting a wide range of models for both training and inference, demonstrating its capability in handling complex AI tasks [6][7] Group 3: Market Opportunities - The domestic AI chip market is projected to grow significantly, with estimates suggesting a rise from 142.54 billion yuan in 2024 to 1,336.79 billion yuan by 2029, reflecting a compound annual growth rate of 53.7% [10] - The increasing penetration of domestic chips in AI server markets is expected, with local suppliers projected to capture 40% of the market share by 2025 [9][10] - The supportive policies from the government, such as the "Artificial Intelligence +" initiative, are expected to further bolster the growth of the domestic AI chip ecosystem [9]