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As we step into 2025, the market's appetite for AI chips is insatiable. Domestic chip producers and leading internet giants are leveraging the temporary volatility in NVIDIA's chip supply to solidify their market presence. At the start of the year, Alibaba unveiled a staggering 380 billion yuan investment plan spanning three years, aimed at bolstering its cloud and AI hardware infrastructure. Meanwhile, Baidu's Kunlunxin chip division clinched a substantial order from China Mobile.
Industry experts are of the opinion that AI inference chips developed by domestic firms like Cambricon currently boast impressive capabilities. The outlook for the growth of domestic chips in the years ahead appears promising. Nevertheless, sustained dedication to ecosystem development remains crucial.
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