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Tuesday 23 December 2025
Iluvatar CoreX: China's first commercial GPGPU builder steps onto the public stage

Shanghai-based Iluvatar CoreX is moving closer to a Hong Kong listing, positioning itself as one of the most commercially advanced domestic...

Tuesday 23 December 2025
Under 1% market share: Moore Threads faces long road to 'China's Nvidia.'
As Moore Threads completes its stock market debut, the capital market has been flooded with bullish rhetoric, from "a domestic GPU champion" to "China's Nvidia." The pitch is familiar...
Tuesday 23 December 2025
South Korea launches dual K-NPU, GPU strategy in AI top three bid
The South Korean government will pursue a dual-track strategy to become one of the world's top three AI powers, advancing both upgrades to domestically produced neural processing...
Tuesday 23 December 2025
Moore Threads takes on CUDA with MUSA as China's GPU race shifts to developer ecosystems
Competition in the GPU industry ultimately comes down to developer ecosystems. Against that backdrop, Moore Threads' inaugural MUSA Developer Conference (MDC 2025) on December 20-21...
Monday 22 December 2025
Samsung taps former AMD exec to reboot Exynos from Austin
Samsung has recruited semiconductor veteran John Rayfield, formerly a vice president at AMD, to bolster its Exynos GPU and system IP roadmap, signaling a renewed effort to regain...
Monday 22 December 2025
Elon Musk predicts xAI will outpace rivals with expanded AI computing power
Elon Musk, CEO of Tesla Inc. and founder of xAI, recently declared that if xAI survives the critical next two to three years, it will surpass competitors like OpenAI and Google by...
Sunday 21 December 2025
Biren targets Hong Kong's first GPU listing after US$890M losses

Shanghai-based Biren Technology has cleared its Hong Kong listing hearing, positioning itself as Hong Kong's first listed domestic GPU...

Friday 19 December 2025
Commentary: Why China's GPU start-ups command billion-dollar valuations despite losses
China's GPU start-ups are back at the center of a capital-market frenzy. Following Moore Threads, five-year-old MetaX has listed on Shanghai's STAR Market, with its shares surging...
Friday 19 December 2025
Nvidia doubles down on open-source AI to cement GPU dominance amid rivals' retreat
On December 15, 2025, US time, Nvidia announced the acquisition of open-source scheduling software company SchedMD and introduced Nemotron 3, a new series of open-source large language...
Thursday 18 December 2025
China's AMD- and Nvidia-bred GPU rivals meet on the IPO stage
As global demand for AI computing power intensifies, China's domestic GPU sector has reached a milestone. Following Moore Threads' successful IPO earlier this month, MetaX, a GPU...
Wednesday 17 December 2025
Samsung Foundry reportedly wins Intel 8nm order after Nvidia
Samsung Electronics' foundry division is reported to have secured an 8nm manufacturing order from Intel, adding another blue-chip customer to its mature advanced-node portfolio after...
Wednesday 17 December 2025
China's AI chip war: Domestic GPUs challenge Nvidia H200 dominance

Nvidia's H200 GPU is set to reshape China's high-end AI computing market, driving a surge of activity among domestic chipmakers. Chinese GPU and...

Wednesday 17 December 2025
Nvidia H200 volatility disrupts China's SOE compute strategy
China's AI computing sector is facing acute short-term planning turmoil, spurred by the potential re-entry of Nvidia's H200 GPU. This market volatility directly impacts numerous state-owned...
Wednesday 17 December 2025
Energy efficiency: The new battleground for AI servers
AI is inevitably driving innovation in global server architecture. AI servers differ significantly from traditional servers in design philosophy and operational mode. This reflects...
Tuesday 16 December 2025
China taps MetaX GPUs to advance brain-inspired AI beyond big models
For decades, artificial intelligence (AI) has pursued scale: more parameters, more data, more GPUs. That approach delivered rapid breakthroughs but also revealed hard limits in power...