天数智芯公布四代架构路线图及边端产品“彤央”

Core Insights - TianShu ZhiXin (09903.HK) announced its fourth-generation architecture roadmap, aiming to surpass international competitors, with the "TianShu" architecture set to exceed NVIDIA's Hopper by 2025, followed by "TianXuan" and "TianJi" targeting Blackwell in 2026, and "TianQuan" aiming to surpass NVIDIA's Rubin in 2027 [2] - The company launched the "TongYang" series of edge computing products, which includes models with performance metrics ranging from 100 TOPs to 300 TOPs, with the TY1200 model achieving 300 TOPs, outperforming NVIDIA's AGX Orin in various applications [2] Group 1 - The fourth-generation architecture details include the TianShu architecture supporting high-precision scientific and AI calculations, achieving over 90% effective utilization efficiency in attention mechanism computations [3] - The TianXuan architecture introduces ixFP4 precision support, while the TianJi architecture aims for comprehensive AI and accelerated computing coverage [3] - The TianQuan architecture will incorporate more precision support and innovative designs [3] Group 2 - TianShu ZhiXin's products and solutions have served over 300 clients and completed more than 1,000 deployments, with the "TongYang" series already implemented in various sectors including embodied intelligence and industrial automation [3] - The CEO, Gai Lujian, emphasized the importance of self-developed AI computing power to establish a robust ecosystem and the need for open collaboration to define new development paradigms [3]