瑞幸背后的芯片，藏不住了

Core Viewpoint - The article discusses the significant role of edge AI and the importance of chips in the operations of Luckin Coffee, revealing the partnership with a newly listed domestic GPU company, TianShu ZhiXin [8][35]. Group 1: Edge AI and Chip Importance - Luckin Coffee utilizes edge AI to monitor various operational aspects such as order recognition, material status, and equipment performance, ensuring real-time data synchronization for quality control and decision-making [3][4]. - The chips are crucial for deploying edge AI, requiring proximity for computation, quick response times, strong stability, and cost control [6][7]. Group 2: TianShu ZhiXin and Product Launch - TianShu ZhiXin recently launched four edge computing products under the Tongyang series, which are already in use by Luckin Coffee [9][10]. - The Tongyang series includes four products: TY1000, TY1100, TY1100_NX, and TY1200, designed to cater to various computational needs and deployment scenarios [16][29]. Group 3: Product Specifications and Performance - The TY1000 model is compact yet powerful, offering nearly 200T of dense computing power and outperforming NVIDIA's AGX Orin in several benchmarks [18][20]. - The TY1100 features a 12-core ARM v9 architecture, suitable for complex scenarios requiring high general computing and AI inference [22][24]. - The TY1100_NX is designed for users sensitive to memory capacity and cost, while the TY1200 targets end-users looking to integrate AI capabilities directly into devices [26][28]. Group 4: Market Position and Ambitions - TianShu ZhiXin aims to surpass NVIDIA, with a roadmap indicating plans to release architectures that outperform NVIDIA's offerings by 2025 and beyond [36][39]. - The company has already delivered over 52,000 chips and serves over 300 clients, demonstrating significant commercial traction and application in various industries [49][51]. Group 5: Broader Implications - The integration of domestic computing power into various sectors signifies a shift in the industry, where chips are becoming essential components of business operations rather than mere specifications [54].