这次，多年来国产AI与英伟达深度绑定的故事，可能真的要被改写了。 这两天外媒一条阿里与百度已经在人工智能模型训练中引入自研芯片，以部分替代英伟达的产品的消息，平地起惊雷，让资本市场对国产算力抱团加速的 预期再度升温。 据了解，阿里自年初以来已将自研芯片应用于轻量级模型训练，性能已可与英伟达H20相媲美；百度则在尝试用昆仑芯P800训练新版文心大模型。消息刺 激下，百度股价大涨逾10%创下2024年10月以来新高，阿里涨超6%，腾讯、网易、京东等中概股亦跟涨。 中国市场或将迎来算力的集体狂欢。 而另一边，英伟达交出的Q2财报中，营收467亿美元，同比增长56%，但因为对中国市场给出零销售的口径及数据中心略低于预期，之后几个交易日市值 单日蒸发约1300亿美元，舆论口径转向"高处不胜寒"。 从寒武纪一度超越贵州茅台，到阿里、百度加快自研芯片落地，叠加政策层面"人工智能+"行动意见的持续释放，国产算力的"朋友圈"正在加速壮大。英 伟达的"失落"，不仅是单一企业的挑战，更是整个产业格局重塑的开端。 01 营收高增长，股价大跳水 在最新发布的2026财年Q2财报中，英伟达整体营收同比增长55%，继续保持全球AI浪潮中的 ...

Core Viewpoint - The 22nd Shenzhen International Electronics Show and Embedded Expo will take place from August 26 to 28, 2025, at the Shenzhen Convention and Exhibition Center, featuring over 400 global quality enterprises and more than 30,000 professional visitors [2][4][12]. Group 1: Event Details - The event will showcase new products and technologies, including Qualcomm's new brand for industrial and embedded IoT, and NVIDIA's Jetson AGX Thor developer kit for humanoid robots [4][12]. - The exhibition will cover various embedded technologies, including GPU, AI computing, edge computing, and high-performance electronic components [13][14]. Group 2: Exhibitors and Products - Notable exhibitors include Alibaba's Damoyuan with its RISC-V architecture products, which cater to various applications such as smart terminals and AI computing [5][25]. - The exhibition will feature a wide range of products, including high-performance microcontrollers and advanced packaging technologies [14][19]. Group 3: Forums and Conferences - The event will host over 15 high-level forums with more than 100 technical experts discussing topics such as AI, edge intelligence, and embedded systems [19][21]. - Key sessions will include discussions on AI-enabled lightweight applications and innovations in AI power solutions [24][30]. Group 4: AI Special Zone - An AI special zone will be set up to focus on AI products and components, featuring over 30 leading exhibitors in the AI sector [43][45]. - Interactive experiences will be available in areas such as AI toys, AI robots, and AI glasses, showcasing the latest trends and innovations in the industry [45][46].

Group 1 - The article discusses the rapid evolution of the RISC-V architecture and its significance in the semiconductor industry, highlighting that changes in the next five years will be faster than the past decade [3][34]. - Key figures in the RISC-V ecosystem, such as Dr. Jim Keller and Professor Yan Xiaolang, are mentioned for their contributions and vision in advancing RISC-V technology [5][18]. - The article emphasizes the importance of collaboration between academia and industry, particularly through initiatives like "产教融合" (industry-education integration) [19]. Group 2 - The rise of companies like Zhongtianwei (中天微) and PingTouGe (平头哥) is highlighted, showcasing their innovative approaches and strategic partnerships, particularly with Alibaba [32][34]. - Zhongtianwei's development of the C-Core series of embedded CPUs is noted for its wide application across various sectors, including IoT and automotive electronics [20]. - PingTouGe's acquisition by Alibaba is presented as a pivotal moment for enhancing China's chip development capabilities, with a focus on achieving "自主可控" (independent control) in chip technology [34]. Group 3 - The article introduces new players in the RISC-V landscape, such as Zhihe Computing (知合计算) and Xinkai Technology (芯来科技), emphasizing their unique contributions and innovations in AI and automotive applications [40][49]. - Zhihe Computing aims to develop high-performance AI computing CPUs based on RISC-V architecture, targeting efficient integration of AI into business operations [43]. - Xinkai Technology is recognized for its focus on RISC-V CPU IP development and has achieved significant milestones, including being the first to obtain ASIL-D certification for automotive applications [50][53]. Group 4 - The entrepreneurial journey of Chen Zhijian and his company Jindie Shikong (进迭时空) is highlighted, showcasing the rapid production of RISC-V AI CPU chips and strategic investments to enhance their market position [55][57]. - The article concludes with a reflection on the ongoing evolution of the RISC-V ecosystem and the continuous emergence of new talent and companies, reinforcing the idea that the journey in the semiconductor industry is far from over [58].

Core Viewpoint - RISC-V has transformed from an emerging force to a core player in the semiconductor industry, with significant contributions from major companies and a growing presence in various markets, including AI and embedded systems [1][2][4]. Group 1: RISC-V Market Development - Qualcomm has shipped 650 million RISC-V cores by the end of 2023, while Intel has produced approximately 3 billion RISC-V-based chips [1]. - RISC-V has made substantial inroads into the AI chip market, attracting interest from both startups and established companies like Meta [1]. - The RISC-V architecture is expanding into consumer electronics, automotive, industrial, PC, and server markets [1]. Group 2: Alibaba's Contribution - Alibaba's Damo Academy, with its early investment in RISC-V, is actively developing high-performance processors, including the C930, which is expected to set new performance benchmarks [2][6]. - The C930 processor features advanced design elements such as a 15-stage out-of-order superscalar pipeline and is designed to compete with Arm's Neoverse series [7]. Group 3: Product Line and Ecosystem - The Damo Academy's XuanTie series includes a range of processors (C, E, R series) catering to various performance needs, with over 4 billion units shipped [5]. - The upcoming C930 processor is anticipated to meet the demands of high-performance computing applications, including PC and edge servers [6][8]. - The ecosystem around RISC-V is being strengthened through collaborations with various partners to enhance software and hardware integration [12][13]. Group 4: AI and Future Directions - The C930 processor will also incorporate AI capabilities, featuring an 8 TOPS Matrix engine, marking a significant leap in AI processing power [21]. - The development of the C908X processor aims to support AI acceleration and automotive applications, showcasing RISC-V's versatility [8][21]. - The RISC-V architecture is positioned to leverage open-source advantages, potentially reshaping the future of computing and AI [18][19][22]. Group 5: Collaborative Initiatives - The establishment of the "Wujian Alliance" aims to foster collaboration among leading companies to optimize RISC-V development and reduce costs [15][16]. - New members, including Siemens EDA and Cadence, have joined the alliance to enhance the ecosystem and support RISC-V's integration into various applications [16]. - The alliance has already produced the first RISC-V video transcoding card, demonstrating practical applications of the technology [15].