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阿里帝国,究竟是该死的零售商还是AI先锋
Hu Xiu· 2025-09-30 04:08
写了很多腾讯,后台很多用户私聊我,问怎样看阿里?特别是阿里最近涨幅很猛,蒋凡执掌权柄后有了 中兴之势! 现在已经不是零售商阿里,是AI的阿里,在云服务、芯片、大模型上三箭齐发,同时闪购+到店+高德 为主站导入海量电商流量,寻找了10年之久的流量入口,终于搭建成功了。 1. 零售电商份额持续流失。零售本质就是多、快、好、省,之前基本是淘宝+天猫独霸了,现在心智完 全分散了。 好——京东自营+天猫品牌店; 多——淘宝、拼多多,抖音、快手货架也丰富起来; 快——京东; 还有菜鸟物流,蚂蚁(支付宝),海外电商板块都是实力在线,这样看上去,阿里眉清目秀, 高大威 猛! 综合来看,阿里就是亚马逊(电商+云服务)+OpenAI(通义)+英伟达(自研芯片),简直是六边形战 士。 涨就是必然的。 我们反过来探究一下,那为啥之前不涨,跌跌不休?除了进入GP周期而不是效率周期之外,阿里本身 面对什么问题: 省——拼多多。 2. 新的战略级别流量入口始终没有办法找到。 陆兆禧集全集团之力做"来往"失败后,阿里除了同步搞了移动端,千人千面这是电商转化端,一直也同 步寻找新的线上战略级别入口,这个入口必须自己把控的,没有新的流量入口,再 ...
RISC-V,紧盯万亿市场
半导体行业观察· 2025-09-08 01:01
Core Insights - The rise of Artificial Intelligence (AI) is driven by multiple factors, including the explosion of available data, advancements in processor and accelerator hardware, and the proliferation of AI-ready software platforms [1][3] - The global AI processor market is projected to reach $261.4 billion by 2025 and grow at a compound annual growth rate (CAGR) of 8.1% to $385.4 billion by 2030 [1] - RISC-V is positioned as a preferred architecture for AI investments due to its open and flexible ecosystem, allowing for the development of highly targeted AI-native chips [5][17] AI Infrastructure and Market Dynamics - AI infrastructure spending is expected to soar to $400 billion annually, highlighting the urgent demand for AI-native hardware designed for full-stack optimization and energy efficiency [3][4] - The software segment of the AI market is rapidly growing, emphasizing the strategic importance of a robust ecosystem for deployment-ready stacks [3] RISC-V Architecture and Advantages - RISC-V offers a customizable and scalable instruction set architecture (ISA) that supports the development of AI-native solutions, overcoming limitations of traditional closed architectures [5][6] - The architecture's modular design allows for integration of specialized processing units like Neural Processing Units (NPUs) and tensor accelerators, optimizing performance for specific workloads [8][9] Collaboration and Ecosystem Development - Collaboration between hardware and software vendors is essential for deploying AI-supporting solutions across the stack, from microcontrollers to high-performance cloud solutions [5][11] - The RISC-V community is actively working on standardizing extensions for AI workloads, ensuring that hardware enhancements align with software needs [12][13] Real-World Applications and Industry Adoption - Companies like Codasip, NVIDIA, and SiFive are leveraging RISC-V to develop AI-native chips, demonstrating its applicability across various sectors [17][19] - RISC-V's open model allows companies to innovate without vendor lock-in, enabling rapid adaptation to evolving AI workloads [22][24] Future Outlook and Developer Opportunities - Developers are encouraged to explore the growing RISC-V ecosystem, which includes IP cores, development boards, and toolchains, to enhance their AI systems [22][24] - The transition to RISC-V represents a shift towards an open platform that can adapt to modern AI software needs, facilitating faster innovation and reduced costs [24]
阿里巴巴巨额资本开支引爆算力产业链猜想:自研还是外购,谁会受益?
Mei Ri Jing Ji Xin Wen· 2025-09-01 13:59
正如英伟达依赖AI(人工智能)巨头的资本支出(又称成本支出),国内AI巨头的成本支出也对算力 产业链影响巨大。 今年2月,阿里巴巴(09988.HK,股价137.10港元,市值2.62万亿港元)宣布未来三年将投入超过3800 亿元用于建设云和AI硬件基础设施。近日,阿里巴巴披露的最新季度(4—6月)财报显示,公司单季 度资本开支高达387亿元,创下历史纪录。 阿里巴巴的底气,是其云业务收入持续增长。4月—6月,阿里云实现超预期增长,季度收入同比涨26% 至333.98亿元,增速创3年新高。 阿里巴巴的巨额投入,会让哪些产业链细分巨头受益呢? 芯片是自研还是外购? 在8月29日举行的阿里巴巴2026财年(2025年4月—2026年3月)第一季度财报电话会上,阿里巴巴CEO (首席执行官)吴泳铭表示,过去四个季度,公司在AI基础设施和AI产品研发方面累计投入超过1000 亿元。 AI基础设施和AI产品的研发绕不开算力芯片。那么,公司算力芯片是自研还是外购呢? 每经记者|朱成祥 每经编辑|文多 阿里巴巴是RISC-V的坚定支持者。 据报道,在RISC-V国际基金会中,阿里巴巴达摩院旗下"平头哥"公司参与了30余个技 ...
服务器CPU,变局已至
3 6 Ke· 2025-08-26 11:25
Group 1: Market Overview - The semiconductor value for data center servers is projected to reach $500 billion by 2030, indicating a rapidly expanding market [1] - IDC's VP Mario Morales predicts that data centers will become the fastest-growing sector in the semiconductor industry over the next five years [1] Group 2: Server CPU Landscape - The server CPU market is undergoing a silent architectural revolution with x86, ARM, and RISC-V architectures competing for dominance [2] - x86 architecture has historically dominated the server CPU market, primarily led by Intel, but this stronghold is beginning to weaken [3] Group 3: Market Share Dynamics - Intel's market share in server CPUs has been declining, from 91.1% in January 2021 to 72.7% in Q2 2025, while AMD's share has increased from 8.9% to 27.3% in the same period [5][8] - AMD's EPYC series has significantly contributed to its market penetration, with expectations to become the largest x86 CPU supplier in data centers by 2026 [8] Group 4: ARM Architecture Growth - ARM architecture has shown a growth rate of 70% since 2018, with cloud service providers increasingly adopting ARM-based CPUs for their efficiency and cost advantages [10][15] - Amazon AWS has been a pioneer in deploying ARM CPUs, with over 2 million units shipped since the launch of its Graviton series [12] Group 5: RISC-V Architecture Emergence - RISC-V architecture is gaining attention as a new path in server CPUs, although its current influence is less than that of ARM [17][18] - RISC-V's open-source nature allows for customized chip development, which could disrupt the traditional x86 and ARM markets [19][20] Group 6: New Entrants in the Market - Qualcomm is re-entering the server CPU market with a focus on ARM architecture, having previously exited due to ecosystem challenges [22] - Nvidia is making significant strides in the CPU space with its Grace CPU, designed to work closely with its GPUs for enhanced performance [25][26]
RISC-V2025中国峰会关键议题解读(3):多极驱动,中国RISC?V生态“百花齐放”
Investment Rating - The report indicates a positive outlook for the RISC-V industry in China, suggesting a strong potential for growth and market share acquisition in the coming years [5][21]. Core Insights - The 2025 RISC-V China Summit highlighted the rapid development and diversification of the RISC-V ecosystem in China, with significant contributions from various sectors including education, wireless applications, general-purpose control, and computing [2][14]. - High-performance CPUs such as Alibaba's Xuantie C930 and the Xiangshan processor are entering practical use, with mass production expected within one to two years, marking a significant advancement in China's chip design capabilities [5][19]. - The report emphasizes the strong competitive advantage of endpoint solutions, particularly in the MCU and embedded systems segments, where companies have established differentiated products validated by market performance [3][20]. Summary by Sections Event Overview - The 5th RISC-V China Summit took place from July 16 to 19, 2025, in Shanghai, featuring over 100 companies and research institutions, with more than 1,000 attendees and over 500,000 online viewers [1][13]. Industry Development - China's RISC-V industry is flourishing across multiple domains, with a comprehensive landscape formed across consumer electronics, IoT, control, and computing fields [2][14]. - The report notes that the RISC-V architecture is being increasingly integrated into various applications, including AI, automotive, and embedded systems, showcasing a diversified approach to ecosystem development [2][18]. High-Performance CPU Advancements - Significant advancements in high-performance CPUs were noted, with the Xuantie C930 achieving 15/GHz on SPECint2006 benchmarks and the Xiangshan processors showing competitive performance against established architectures [3][15]. Endpoint Solutions - Companies like ESWIN and WCH are successfully differentiating their offerings in the MCU and embedded systems markets, with ESWIN's RISAA platform and WCH's QingKe RISC-V MCUs achieving substantial sales [3][16]. IP Core Leadership - China is leading in the IP core segment, with notable achievements such as the NA900 automotive-grade RISC-V CPU IP certified to ISO26262 standards, indicating a strong position in the global IP ecosystem [3][17]. Government Support and International Collaboration - The report highlights strong national support for RISC-V development, with government initiatives facilitating ecosystem integration and international collaboration during the summit [5][18].
服务器CPU芯片,有了新选择
3 6 Ke· 2025-05-19 10:50
Core Insights - RISC-V architecture is gaining attention in the server CPU market, breaking into mainstream awareness alongside established architectures like x86 and ARM [1][2] - The advantages of RISC-V include open-source nature, instruction set simplicity, and scalability, making it suitable for high-performance computing and AI applications [2][8] RISC-V CPU Developments - Alibaba's Tsinghua University has been a pioneer in RISC-V with its Xuantie series, launching the Xuantie C930 server CPU with a performance benchmark of 15 SPECint2006/GHz [3][4] - Shenzhen-based Ruisi Chip has introduced the Lingyu processor, a high-performance RISC-V server chip featuring a 32-core CPU and 8-core LPU design, achieving performance comparable to Intel and AMD [5][9] Market Potential and Growth - The global RISC-V chip market is projected to reach $92.7 billion by 2030, with a compound annual growth rate (CAGR) of 47.4% [8] - The number of SoCs using RISC-V architecture is expected to increase from over 2 billion to 20 billion by 2031, indicating significant market adoption [8] Competitive Landscape - RISC-V is positioned as a challenger to ARM architecture, which has a licensing model that may lead to higher costs in a competitive market [15] - RISC-V's customizable and cost-effective nature could provide advantages in specialized server applications, particularly in AI and high-performance computing [8][15] Future Outlook - Industry experts predict that RISC-V could see large-scale adoption in server applications within 5-8 years, driven by its performance in high-performance computing scenarios [14] - The delivery of the Xuantie C930 is viewed as a starting point for RISC-V's entry into high-performance computing markets [14]
两会重点!政策红利下RISC-V引来发展良机
Wind万得· 2025-03-13 22:36
Core Viewpoint - RISC-V architecture is gaining significant attention due to its open-source nature, flexibility, and scalability, positioning it as a key player in the semiconductor industry, particularly in high-performance computing and AI applications [1][2][3]. Group 1: RISC-V Overview - RISC-V is an open-source instruction set architecture established in 2010, breaking the high licensing fees and customization difficulties associated with x86 and ARM architectures [2]. - Over 4,000 companies, including major players like Google, Huawei, and NVIDIA, have joined the RISC-V International Foundation by the end of 2024, indicating strong industry support [2]. Group 2: Market Drivers - The demand for RISC-V is driven by the need for self-sufficiency in semiconductor supply chains amid international trade tensions, allowing companies to design their own processor cores [3]. - The rise of AI and IoT devices has created a need for low-power, high-performance solutions, making RISC-V an ideal choice due to its modular design and efficiency improvements of over 300% in specific applications [3]. Group 3: Policy Support - Since 2018, Chinese policies have increasingly focused on RISC-V, with significant investments from the National Integrated Circuit Industry Investment Fund and initiatives to promote RISC-V in various sectors [4][5]. - The Ministry of Industry and Information Technology plans to release national guidelines for RISC-V development, emphasizing its strategic importance and supporting the entire industry chain [5]. Group 4: EDA Tools and IP Core - EDA tools and IP cores are critical to the RISC-V ecosystem, with EDA software playing a vital role in the design process of integrated circuits [9][10]. - The RISC-V ecosystem is expected to see significant growth, with the IP market projected to reach $12 billion by 2025, driven by a compound annual growth rate of 58% [13]. Group 5: Investment Dynamics - Since 2018, the domestic semiconductor industry has made substantial progress, particularly in "hard core" segments, while EDA and IP sectors still require increased domestic replacement rates [17]. - The EDA and IP markets are becoming investment hotspots, with significant capital inflow expected to support technological breakthroughs and market demand [17][18].
专家访谈汇总:RISC-V或将迎来政策大礼包
阿尔法工场研究院· 2025-03-04 10:16
1 、 《 RISC-V芯片投资价值全景梳理 》摘要 ■ RISC-V芯片最大特点是 开源 ,即不属于任何国家或公司,任何企业和机构都可以自由使用和开发 基于RISC-V的芯片,而无需支付授权费用。 ■ 目前 Windows、Android 对RISC-V的支持仍不完善,但华为 HarmonyOS、统信UOS 等国产操作 系统已适配RISC-V,有望加速普及。 ■ 玄铁C930 的发布代表着中国在 服务器级RISC-V芯片 领域迈出重要一步,但仍与 英伟达、英特尔 存在一定差距。 ■ RISC-V概念股因政策利好短期迎来炒作, 关注涨停潮中的核心标的 (芯原股份、全志科技、兆易 创新等)。 2、 《 医药行业业绩预告总结》摘要 ■ 2024年医药板块整体面临多重不利因素影响,业绩普遍承压。主要原因包括生物医药投融资环境低 迷、高毛利大订单执行周期结束、以及政策环境的变化等。 ■ 然而,行业内已经充分体现了外部环境的挑战和调整,预计在低基数的基础上,2025年整体业绩将 探底回升。 3、 《 企业级存储需求顺势而上》摘 要 ■ 受短期内行业供需错配影响,业绩仍有压力,尤其是在产品价格和市场份额争夺上,面临一定挑 ...