明年超越英伟达Rubin？400亿国产GPU大消息

Group 1 - The core viewpoint of the article is that TianShu ZhiXin has released a roadmap for its fourth-generation architecture, aiming to surpass NVIDIA's related products [2][3] - The roadmap includes the TianShu TianShu architecture expected to surpass Hopper by 2025, TianShu TianXuan architecture targeting Blackwell in 2026, TianShu TianJi architecture also surpassing Blackwell in 2026, and TianShu TianQuan architecture expected to surpass Rubin by 2027 [3] - The company plans to launch multiple products over the next three years based on this roadmap, continuously enhancing computing performance [3] Group 2 - Key details of the architectures include: TianShu TianShu architecture achieving over 90% effective utilization efficiency in AI calculations, TianShu TianXuan architecture introducing ixFP4 precision support, TianShu TianJi architecture covering all scenarios of AI and accelerated computing, and TianShu TianQuan architecture incorporating more precision support and innovative designs [3] - The company has reportedly achieved approximately 20% higher performance than the Hopper architecture in the DeepSeek V3 scenario due to core technology innovations [3] - TianShu ZhiXin was listed on the Hong Kong Stock Exchange on January 8, 2026, and its stock price closed at 188.2 HKD per share on January 26, 2026, reflecting a decline of 7.65%, with a market capitalization of 47.8 billion HKD [4]