Just spending some more time ruminating on the news that Cambrian scored a 500 million RMB contract with Nanjian AI data center. To put things into perspective, It has only had 264 million RMB in the first 9 months of this year! And to put another thing into perspective, 500 million RMB is about $75 million (if we use a little under 7 as real exchange rate), which is about 1/5th of the money Nvidia lost in Q3 from not being able to sell AI GPUs in China. So by all measures, this is a huge contract and a huge boost to their development.
All of which made me think about other opportunities for Chinese AI chip makers. And there are quite a few.
Like this one in Hangzhou for 350 million RMB for Zhejiang city university.
or this one that supposedly will require 300 PFLOPS of data calculation at Huabei.
And this one is Wuhan that requires 1 billion RMB investment
And there are more
According to this, there are projects in the tens of billion RMB range being awarded. For example, Alibaba has a project requiring investment of over 23 billion RMB.
Total investment of 400 billion RMB have been announced since February.
This one talks about China looking to get past 200 EFLOPS in total computation power among HPC center by end of 2023. They are looking to add 20% every year. In terms of domestic players, they talked about Phytium and Sugon involved in building these large computing data centers. Apparently, Sugon already has 100k clients both domestic/international.
It talked about using more and more domestic chips, but sounds like the FPGA products are still a little behind. Still need 3 to 5 years to get to 16/28 nm process
So there are a lot of money to be made here.
All of which made me think about other opportunities for Chinese AI chip makers. And there are quite a few.
Like this one in Hangzhou for 350 million RMB for Zhejiang city university.
or this one that supposedly will require 300 PFLOPS of data calculation at Huabei.
And this one is Wuhan that requires 1 billion RMB investment
And there are more
According to this, there are projects in the tens of billion RMB range being awarded. For example, Alibaba has a project requiring investment of over 23 billion RMB.
Total investment of 400 billion RMB have been announced since February.
This one talks about China looking to get past 200 EFLOPS in total computation power among HPC center by end of 2023. They are looking to add 20% every year. In terms of domestic players, they talked about Phytium and Sugon involved in building these large computing data centers. Apparently, Sugon already has 100k clients both domestic/international.
It talked about using more and more domestic chips, but sounds like the FPGA products are still a little behind. Still need 3 to 5 years to get to 16/28 nm process
So there are a lot of money to be made here.
