1月5日，拉斯维加斯。黄仁勋再度向全球抛出"重磅炸弹"——Rubin。其训练性能是Blackwell的3.5倍， AI软件运行性能飙升5倍；但推理成本，仅为前代的1/10。但这种惊人的表现，却是被逼出来的。实际 上，TPU和可重构数据流架构（RPU）的崛起，正凶猛侵蚀英伟达的霸权。 去年11月，Meta拟采用谷歌TPU的传闻一出，英伟达一夜蒸发数千亿美元。焦头烂额的黄仁勋，不得不 光速出手，将可重构数据流芯片公司Groq收入囊中。如今，Groq的并购与Rubin的发布，共同指明了AI 芯片的"收敛时刻"：更高性能的通用芯片，才是所有人要奔赴的终极战场。 疯抢高阶TPU 2025年圣诞节，英伟达豪掷200亿美元（约1400亿人民币），买了一家"非GPU"公司——Groq。英伟达 以其持有现金三分之一的巨资，打包买走了Groq的核心技术、图纸和核心人才。 高阶超越之路 三个月前，Groq的估值还仅为69亿美元。如今，黄仁勋抛出3倍溢价，对Groq志在必得。而Groq主攻 的，是特有的LPU芯片技术，即用软件定义硬件的"可重构数据流架构"。这种独特的设计，能让LPU在 处理大模型时，实现Token"瞬时"+"准时" ...

转自：新华财经 1月5日，黄仁勋再度向全球抛出"重磅炸弹"Rubin，其训练性能是Blackwell的3.5倍，AI软件运行性能飙升5倍；但推理成 本，仅为前代的1/10。但这种惊人的表现是被逼出来的，TPU和可重构数据流架构（RPU）的崛起，正在侵蚀英伟达的统 治地位。 去年11月，Meta拟采用谷歌TPU的传闻一出，英伟达一夜蒸发数千亿美元。焦头烂额的黄仁勋，不得不光速出手，将可重 构数据流芯片公司Groq收入囊中。如今，Groq的并购与Rubin的发布，共同指明了AI芯片的"收敛时刻"：更高性能的通用 芯片，才是所有人要奔赴的终极战场。 疯抢高阶TPU 2025年圣诞节，英伟达豪掷200亿美元（约1400亿人民币），买了一家"非GPU"公司——Groq。英伟达以其持有现金三分 之一的巨资，打包买走了Groq的核心技术、图纸和核心人才。 三个月前，Groq的估值还仅为69亿美元。如今，黄仁勋抛出3倍溢价，对Groq志在必得。而Groq主攻的，是特有的LPU芯 片技术，即用软件定义硬件的"可重构数据流架构"。这种独特的设计，能让LPU在处理大模型时，实现Token"瞬时"+"准 时"的吞吐，超越GPU、TP ...

Core Insights - Recently, AI chip company Qingwei Intelligent completed over 2 billion RMB in Series C financing, led by Beijing state-owned enterprise Jingneng Group, with participation from various investors [1] - The financing will focus on three areas: next-generation reconfigurable chip development, implementation of intelligent computing scenarios, and high-end talent recruitment [1] - The company has initiated preparations for an IPO, aiming to become the first listed benchmark enterprise in the domestic "non-GPU" new architecture chip sector [1][2] Company Overview - Qingwei Intelligent is a leading company in reconfigurable computing chips, providing chip products and solutions that extend from edge to cloud [2] - The core technology team comes from Tsinghua University Microelectronics Institute, with 13 years of experience in chip R&D, and has received multiple awards including the National Technology Invention Award [2] - The company's chip products began mass production in the first half of 2019, with expected shipments nearing 10 million units [2] Product Development - Qingwei's reconfigurable AI chips have been deployed in over ten large-scale intelligent computing centers across the country, with cumulative orders for computing power cards expected to exceed 20,000 by 2025 [2] - The total shipment of reconfigurable chips is projected to surpass 30 million units, establishing a strong closed loop from technology to market [2] Product Series - The company offers several chip series, including the TX5 series aimed at edge intelligent scenarios, which features flexibility, low power consumption, and high efficiency [4] - The TX8 series targets the cloud market, utilizing a reconfigurable data flow architecture that allows direct interconnection between chips and systems, effectively solving power expansion issues and reducing costs [7] - The latest TX81 module achieves a computing power of 512 TFLOPS (FP16), with the REX1032 training and inference server reaching 4 PFLOPS, supporting deployment of large models with over a trillion parameters [7] Strategic Initiatives - This year, Qingwei aims to leverage its product and market advantages to build a domestic autonomous AI ecosystem, collaborating with the Beijing Academy of Artificial Intelligence to establish a joint laboratory [8] - The company is also actively participating in the open-source community and has become a leading unit in the domestic chip software ecosystem [8] - Qingwei has partnered with several AI innovation institutions to establish the "Beijing Reconfigurable Computing Hardware and Software Collaborative Technology Innovation Center," focusing on deep integration of industry, academia, and research [10]

Core Insights - Qingwei Intelligent, an AI chip company based in Beijing, has completed a C-round financing of over 2 billion RMB and is preparing for an IPO, aiming to establish itself as a benchmark in the non-GPU reconfigurable computing architecture sector [1][3] Financing and Investment - The financing round was led by Beijing state-owned enterprise Jingneng Group, with participation from multiple institutions including Beichuang Investment, Jiantou Investment, Wuyuefeng Science and Technology Innovation, and Chengdu Science and Technology Investment [3] - The funds will primarily be used for the R&D of next-generation reconfigurable chip core technologies, large-scale deployment of intelligent computing scenarios, and the recruitment and training of high-end technical talent [3] Technology and Product Development - Qingwei Intelligent has developed the TX81 reconfigurable AI chip, which utilizes "C2C computing grid technology" to achieve high bandwidth and low latency data flow [3] - The REX1032 training and inference integrated server, powered by this chip, can reach a computing power of 4 PFLOPS and supports trillion-parameter large model deployments, offering approximately 50% cost reduction and 3 times efficiency improvement compared to traditional solutions [3] Market Position and Commercialization - The company's products are compatible with major large models such as DeepSeek, Qwen, and SenseTime's Riri New, and it has established large-scale intelligent computing clusters in various regions including Zhejiang, Beijing, and Anhui [3] - Qingwei Intelligent has received over 20,000 orders for reconfigurable computing cards and is projected to rank sixth in domestic AI acceleration card shipments by mid-2025, placing it in the top tier of domestic computing acceleration cards [3] Leadership and Recognition - The founder and CEO of Qingwei Intelligent, Wang Bo, has recently been awarded the title of "2025 China IC Design Industry Annual Entrepreneur," recognized for his forward-looking layout and continuous advancement in the localization of new architecture AI chips [4]

Core Insights - Qingwei Intelligent, a leading AI chip company in Beijing, announced the completion of over 2 billion RMB in Series C financing and initiated preparations for an IPO, aiming to become the first listed benchmark in the domestic "non-GPU" new architecture chip sector [1][4] Financing and Investment - The financing round was led by Beijing state-owned enterprise Jingneng Group, with participation from multiple institutions including Beichuang Investment, Jiantou Investment, Wuyuefeng Science and Technology Innovation, and Chengdu Science and Technology Investment, among others [3] - The funds will focus on three main areas: R&D of next-generation reconfigurable chip core technologies, large-scale implementation of intelligent computing scenarios, and the cultivation of high-end technical talent [3] Technology and Product Development - Qingwei Intelligent has developed a unique non-GPU technology path, leveraging 20 years of technical accumulation from Tsinghua University [3] - The TX81 reconfigurable AI chip achieves high bandwidth and low latency data flow through "C2C computing grid technology," with a single server's computing power reaching 4 PFLOPS, supporting trillion-parameter large model deployment, reducing costs by 50%, and improving energy efficiency by three times compared to traditional solutions [3] - The company has adapted its products to mainstream large models and has received over 20,000 orders for reconfigurable computing cards, ranking sixth in domestic AI acceleration card shipments in the first half of 2025 [3] Leadership and Market Position - The founder and CEO, Wang Bo, was recently awarded the title of "Annual Entrepreneur of the IC Design Industry in China 2025," recognized for his strategic vision in promoting the localization of new architecture AI chips [4] - The simultaneous advancement of financing and IPO preparations is seen as a dual validation of the company's technological accumulation and commercial achievements [4] Industry Impact - The IPO preparations are expected to empower the company with capital and set an industry benchmark for the non-GPU sector, promoting the ecological development of reconfigurable computing technology [4] - With steady progress in funding and the IPO process, the company is poised to further break through core technologies for the next generation of chips and deepen the implementation of intelligent computing scenarios, providing robust and controllable computing power for the digital economy [4]

Core Insights - The 2025 Integrated Circuit Development Forum (ICCAD-Expo) held in Chengdu highlighted the optimistic sales forecast for China's chip design industry, projecting sales to exceed $100 billion for the first time by 2025, indicating a return to high growth [1][3] - The event gathered over 2,000 renowned companies in the integrated circuit industry, including major players like Samsung, Siemens, and TSMC, showcasing the latest technologies [1][3] - The forum emphasized the significant growth potential of non-GPU AI chips, with projections indicating that the market share of reconfigurable chips in non-GPU server markets will reach 30% by mid-2025 and grow to 50% by 2028 [3][5] Industry Developments - The theme of this year's ICCAD-Expo was "Open Innovation, Achieving the Future," attracting over 6,300 industry experts to discuss the development trends of the integrated circuit industry [3] - The Chinese semiconductor industry is expected to experience a new wave of growth, potentially reaching a scale of 1 trillion yuan by 2030, driven by advancements in AI and other new technologies [3][5] - Clear Micro Intelligence, a domestic reconfigurable computing chip company, presented insights on the strategic development opportunities in the non-GPU chip architecture during the forum [5][6] Company Highlights - Clear Micro Intelligence's CEO, Wang Bo, was awarded the "2025 IC Design Annual Entrepreneur" title for his strategic vision and commitment to promoting the localization of new AI chip architectures [6][10] - The company has successfully mass-produced the TX81 chip, which is designed for large-scale AI applications, achieving a 50% cost reduction compared to competitors and a threefold increase in energy efficiency [6][7] - Since the mass production of its products, Clear Micro Intelligence has established large-scale intelligent computing clusters across multiple regions in China, with over 20,000 orders for reconfigurable computing cards [7]

Core Insights - The AI chip industry is witnessing a significant shift with the rise of non-GPU architectures, attracting substantial capital investments, as exemplified by Groq's recent funding rounds totaling $6 billion and a valuation nearing $60 billion [1][4][5] - The competition is intensifying between two main technological factions: the traditional GPU-based centralized computing architecture led by Nvidia and the emerging innovative data flow architectures favored by companies like Groq, SambaNova, and Google [3][4][5] - Non-GPU chip companies are gaining traction in the market, with their unique advantages in AI computation, leading to increased interest from both policy and industry capital [3][4][5] Investment Trends - Non-GPU chip companies are receiving significant investments, with Groq's valuation skyrocketing from $28 billion to nearly $60 billion within a year [4] - SambaNova has also seen its valuation rise to $50 billion within five years, showcasing the potential of innovative architectures in the AI chip sector [5] - The domestic AI chip market in China is evolving to support both GPU and non-GPU architectures, with a focus on long-term strategic value and commercial potential [6][7] Technological Developments - Groq's self-developed data flow processor (LPU) claims to be ten times faster than Nvidia's GPUs while costing only one-tenth, indicating a significant technological edge [4] - SambaNova's reconfigurable data flow chip can support training of models with 50 trillion parameters, outperforming Nvidia's H100 in performance while maintaining lower total ownership costs [5] - Companies like Qingwei Intelligent are developing reconfigurable computing architectures, with their TX8 series AI chips set to launch by the end of 2024, further enhancing the competitive landscape [8][9] Market Dynamics - The market is characterized by a "factional struggle" between traditional GPU architectures and innovative non-GPU architectures, with the latter gaining recognition from major players like OpenAI [3][5] - The emergence of new architectures is seen as a long-term strategy to build competitive barriers in the domestic AI chip market, despite the challenges posed by the need for ecosystem development and customer migration [10][11] - The investment landscape is shifting towards high originality and low homogeneity projects, with companies like Qingwei Intelligent and SambaNova being highlighted for their unique technological propositions [8][11]

Core Viewpoint - The article discusses the emergence of reconfigurable chips as a potential disruptor to the dominance of traditional GPU architectures, particularly those developed by Nvidia and Intel. Wang Bo, the founder of Qingwei Intelligent, represents a new approach that diverges from established paths in the AI chip market [1][2]. Group 1: Reconfigurable Chip Technology - Reconfigurable chips allow for dynamic configuration of computing resources, contrasting with GPUs that follow a fixed instruction-driven model. This flexibility enables multiple tasks to be performed without the need for extensive data transfer protocols [2][3]. - The architecture of reconfigurable chips moves away from the traditional von Neumann architecture, focusing on data flow-driven computation rather than instruction-driven processes [5][6]. Group 2: Market Position and Strategy - Wang Bo emphasizes that to compete with established players like Nvidia, companies must not follow the same paths, as this leads to inevitable failure. Instead, innovation and differentiation are crucial [2][24]. - Qingwei Intelligent aims to achieve a "5x cost-performance advantage" over competitors, which includes superior performance and lower costs, to attract customers and encourage them to switch from existing models [14][24]. Group 3: Product Development and Challenges - The company faced significant challenges in transitioning from laboratory technology to commercial products, requiring a focus on reliability, compatibility, and customer needs [8][21]. - After initial setbacks in consumer electronics, Qingwei Intelligent pivoted to focus on AI-centric chip development, leading to the successful launch of the TX81 chip, which has already garnered over 20,000 orders [11][14]. Group 4: Future Prospects and Innovations - The next generation of TX8 series chips will incorporate "3D storage" technology to enhance performance and achieve the promised cost-performance advantage [15][25]. - The company is also working on compatibility with existing ecosystems, including Nvidia's CUDA and open-source frameworks like Triton, to facilitate easier adoption of their technology by potential customers [28][29].