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新国产GPU「曦望」,刚融了10个亿
量子位·2025-06-30 09:50

Core Viewpoint - The article highlights the emergence of a domestic GPU company, Sunrise, which was spun off from SenseTime at the end of 2024, focusing on high-performance GPU development tailored for AI applications [3][4]. Company Overview - Sunrise has recently completed a new financing round of nearly 1 billion yuan, with investors including SANY Group's Huaxu Fund, Fourth Paradigm, Youzu Network, Beijing Lier, Songhe Capital, and Haitong Kaiyuan [5]. - The company aims to create self-developed high-performance GPUs that are both affordable and practical for real-world applications [6]. Product Details - Sunrise's products are named S1, S2, and S3, with S1 already in mass production, having shipped over 20,000 units. S2 is also in mass production, matching the performance of NVIDIA's A100 [7][8]. - S1 is designed for cloud-edge visual inference, specifically for video analysis models, while S2 is a GPGPU for large model inference, compatible with the CUDA ecosystem [8]. - S3 is currently under development and is expected to be mass-produced by 2026, aiming to reduce inference computing costs to one-tenth of the original, potentially lowering the cost of domestic large model inference to 0.01 yuan [11]. Leadership and Team - The company is led by two co-CEOs: Wang Zhan, a former Baidu executive, and Wang Yong, a veteran from AMD who previously led chip development at SenseTime [10]. - The core technology team consists of only 150 members, significantly smaller than competitors, yet they have successfully developed two generations of chips in five years [11].