Group 1 - The global AI chip market is witnessing a shift towards data flow architecture, with companies like SambaNova and Groq achieving significant valuations of $5 billion and $6 billion respectively [1] - Clear Microelectronics, originating from Tsinghua University, has successfully developed and mass-produced data flow reconfigurable chip technology, positioning itself as a leader in this emerging field [1][2] - The founder of Clear Microelectronics, Wang Bo, emphasizes the need for innovation beyond traditional GPU architectures to overcome limitations in technology and materials, advocating for a "leapfrog" approach similar to the automotive industry's transition to electric vehicles [2] Group 2 - Clear Microelectronics' first "new computing power" chip, TX81, has achieved over 20,000 orders and established intelligent computing centers across multiple regions in China within just six months of its launch [2] - Investment institutions are increasingly recognizing the value of new computing power, with significant investments from major funds indicating a strong market trend towards data flow architecture [3] - The transition to data flow architecture is seen as a critical signal for achieving self-sufficiency in the computing power industry, with support from initiatives like ChatGPT and DeepSeek3.1 [3]

海外资本纷纷涌向"新算力"，英伟达市值突破4万亿美元，寒武纪股价一度超越茅台，全球对AI算力的 热情空前高涨。就在加州、斯坦福等地的新锐芯片公司估值暴涨时，来自清华的清微智能却另辟蹊径， 专攻数据流可重构芯片，将底层创新作为"换道超车"的利器，今天就来聊聊清微智能。 ...