“国产GPU四小龙”上市潮下的生态协同：AI巨头企业牵头构建国产AI芯片全适配网络

Group 1 - The domestic GPU industry is experiencing a capital surge, with the "Four Little Dragons" of domestic GPUs—Biran Technology, Moore Threads, Muxi Co., and TianShu ZhiXin—actively pursuing capital market opportunities [1] - Biran Technology officially listed on the Hong Kong Stock Exchange on January 2, 2026, becoming the leading domestic GPU stock, with an opening price increase of 82% and a market capitalization exceeding 100 billion HKD [1] - The four leading domestic GPU companies are long-term strategic partners of SenseTime, collaborating based on a "computing power supply-algorithm demand" logic, aiming for a domestic substitution strategy [1] Group 2 - The successful listing of Biran Technology marks a significant moment for domestic GPU companies, highlighting the value of their collaboration with AI software vendors [2] - SenseTime has launched the first multi-episode generative AI agent, Seko2.0, which has successfully adapted to the domestic AI chip Cambricon, achieving a critical leap in domestic computing power across various AIGC core scenarios [2] - SenseTime has established a comprehensive domestic ecosystem by deeply adapting with over ten top chip companies, including Biran Technology and Cambricon, promoting the transition of domestic AI chips from "usable" to "user-friendly" [2] Group 3 - SenseTime has built a full-link cooperation system from computing power supply to scene implementation, collaborating with various domestic partners to provide high-performance domestic computing power at low costs [3] - The MTT S series GPU from Moore Threads has completed full adaptation with SenseTime's SenseCore large device, undergoing industrial-grade testing in training and inference of large models [3] - SenseTime has also launched the industry's first real-time video generation inference framework, LightX2V, which supports multiple domestic chips through a highly compatible plugin model [3] Group 4 - SenseTime's ability to act as a "connector" for domestic chip adaptation is rooted in its comprehensive technical capabilities, from computing power scheduling to application optimization [4] - The collaboration with Cambricon has led to significant enhancements in inference performance, with improvements exceeding three times through hardware-friendly innovations [4] - SenseTime's proprietary heterogeneous interconnection technology and scheduling platform have achieved unified training capabilities across various acceleration cards, significantly shortening training cycles [4] Group 5 - The technological advancements in domestic adaptation have translated into accessible product experiences, such as the Seko multi-episode generative AI agent showcasing efficient video creation capabilities [5] - Applications like Xiaohuanxiong are optimized for personal PCs and domestic terminals, providing secure and high-precision AI services [5] - New products like the Daxiao robot and RuYing marketing AI agent leverage the collaborative advantages with domestic chips to promote the domestic substitution process in various fields [6]