Core Viewpoint - Recent reports about Alibaba's large-scale order of 150,000 Cambricon SiYuan 370 chips have been deemed false by Alibaba Cloud, which emphasizes the importance of verifying information in the context of market speculation [1][2]. Group 1: Alibaba Cloud's Response - Alibaba Cloud officially denied the rumors regarding the procurement of 150,000 GPUs, stating that the information is untrue and that they are monitoring information dissemination [1][2]. - The company has stated it will reserve the right to pursue legal action against the spread of false information [2]. Group 2: Cambricon's Stock Performance - Cambricon's stock experienced a significant increase of 15.73% on August 28, closing at 1,587.91 yuan per share, with a total market capitalization exceeding 664.3 billion yuan, making it the highest-priced stock in A-shares, surpassing Kweichow Moutai [3]. Group 3: Cambricon Product Details - The SiYuan 370 is Cambricon's first AI chip utilizing Chiplet technology, built on a 7nm process with 39 billion transistors, achieving an INT8 computing power of 256 TOPS, which is double that of the previous SiYuan 270 model [5]. - The chip features a new inference acceleration engine, MagicMind, designed to reduce user development and deployment costs [5]. - Financial data shows that Cambricon's revenue for the first half of 2025 reached 2.881 billion yuan, a year-on-year increase of 4,347.82%, with a net profit of 1.038 billion yuan, marking a turnaround from losses [5]. Group 4: Alibaba Cloud's Domestic Supply Chain Strategy - Despite denying the large GPU order, Alibaba Cloud confirmed its commitment to deepening cooperation with domestic chip manufacturers through its "One Cloud, Multiple Chips" strategy [6]. - This strategy aims to ensure supply chain security, avoid dependency on a single chip manufacturer, and provide flexibility in hardware choices for customers [8]. Group 5: Industry Analysis and Market Impact - The denial of the procurement rumors reflects market anxiety amid a tight AI computing power supply chain, especially with increased U.S. export controls on high-end AI chips to China [9]. - Experts suggest that domestic chip manufacturers like Cambricon and Huawei Ascend need to focus on technological advancements rather than relying on rumors for market traction [9]. - The clarification from Alibaba Cloud is seen as a measure to stabilize market sentiment and prevent investors from being misled by false information [9].
阿里云辟谣！采购寒武纪15万片GPU消息不实！
是说芯语·2025-09-01 01:59