Moore Threads is one of the founding 24 members of China Mobile's metaverse industry alliance. The virtual world likely to require a lot of computational power for graphics rendering, simulation, AIGC and such. Looks like Huawei & MT are the main hardware suppliers of this. Although, I wouldn't be surprised if China Mobile is also using a lot of Nvidia GPUs
This to me seems like an area where American tech companies just haven't been interested in. I wonder if demand for this is higher in Asia or why the interest is so much greater for this among Chinese tech companies
China Mobile looking to increase computation power from 8 to 20 EFLOPS by 2025
Also, I was looking up other Chinese AI companies to see how much domestic GPUs they use.
From here last year, Sensetime's Lingang data center was using 5 domestic GPUs for 15% of its computational power there. A lof of things have changed in the past year. But one would imagine if Nvidia GPUs are banned, there is a pretty large market for domestic chipmakers to expand into
This to me seems like an area where American tech companies just haven't been interested in. I wonder if demand for this is higher in Asia or why the interest is so much greater for this among Chinese tech companies
China Mobile looking to increase computation power from 8 to 20 EFLOPS by 2025
Also, I was looking up other Chinese AI companies to see how much domestic GPUs they use.
From here last year, Sensetime's Lingang data center was using 5 domestic GPUs for 15% of its computational power there. A lof of things have changed in the past year. But one would imagine if Nvidia GPUs are banned, there is a pretty large market for domestic chipmakers to expand into
上海临港新一代人工智能计算中心AIDC于2022年1月24日正式启用,基于技术突破及芯片性能提升,临港AIDC峰值算力预计将比原设计峰值扩大33%达5 exaFLOPS;已上线算力达1.745exaFLOPS;已实现5种国产芯片适配,国产化算力规模占已上线规模的15%。