寒武纪自研AI芯片
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超级赛道,迎来重磅消息!
券商中国· 2025-08-24 05:32
Core Viewpoint - The article highlights the rapid development of China's computing power platform, emphasizing the government's support and the significant growth potential in the computing power industry, particularly in the context of AI and domestic chip manufacturing [2][5][6]. Group 1: Government Initiatives - The Ministry of Industry and Information Technology (MIIT) is accelerating the construction of China's computing power platform, with 10 provinces already connected [3]. - MIIT plans to enhance the quality of computing power resource supply and optimize the layout of computing power infrastructure [4]. - By 2025, China's intelligent computing power scale is expected to grow by over 40% [7]. Group 2: Market Dynamics - On August 22, A-share computing power and chip stocks surged, with the Wind computing power theme index rising by 5.81% [5]. - Domestic computing power chip manufacturers are emerging, with companies like Ascend and Cambricon launching self-developed AI chips [5]. - The AI computing industry is experiencing a reinforced logic loop of "infrastructure investment → application monetization → sector expansion → reinvestment" [5]. Group 3: Industry Growth and Projections - China's total computing power scale has been growing at an annual rate of around 30% [6]. - The "Computing Power Interconnection Action Plan" aims to establish a complete standard and rule system by 2026, with a goal of achieving standardized interconnection by 2028 [6]. - By 2035, AI is projected to contribute over 11 trillion yuan to China's GDP, potentially increasing computing power demand tenfold or more [6].