Alibaba Cloud and Cambrian: Debunking Recent GPU Purchase Rumors
In the fast-paced world of technology, misinformation can spread quickly. A recent rumor suggested that Alibaba Cloud had purchased 150,000 GPUs from Cambrian. However, this claim has been firmly refuted by Alibaba Cloud representatives, who confirmed that the speculation is untrue.
Support for Domestic Supply Chains
Alibaba Cloud continues to emphasize its commitment to bolstering domestic supply chains through innovative cloud solutions. With their "one cloud, multiple cores" strategy, Alibaba Cloud is dedicated to enhancing operational efficiency and fostering growth within the tech ecosystem.
Cambrian’s Market Performance
Interestingly, Cambrian’s stock garnered significant attention lately. On August 28, the company’s stock price surged by 15.73%, reaching 1587.91 yuan per share. This impressive uptick lifted Cambrian’s total market capitalization to an astounding 664.3 billion yuan. Notably, this closing price surpassed that of industry giant Kweichow Moutai, which closed at 1446.1 yuan per share, marking Cambrian as a significant player in the A-share market.
Record-Breaking Revenue Growth
Cambrian reported astonishing financial results for the first half of 2025. The company achieved a whopping 2.881 billion yuan in revenue, reflecting a jaw-dropping year-on-year increase of 4347.82%. Furthermore, Cambrian posted a net profit attributable to shareholders of 1.038 billion yuan. After accounting for non-recurring gains and losses, the adjusted net profit stands at 913 million yuan, marking a successful turnaround from previous losses.
The company’s weighted average return on equity reached 17.31%, a significant milestone that underscores its profitability. With total assets of 8.42 billion yuan, Cambrian also enjoyed a 25.34% increase compared to the previous year.
Conclusion
In conclusion, while the rumor regarding Alibaba’s GPU acquisition from Cambrian has been debunked, the tech landscape continues to evolve. Cambrian’s remarkable financial performance and robust market positioning highlight the potential for growth within the industry. As Alibaba Cloud and domestic suppliers strengthen their partnerships, the future of technology in China looks promising.
Stay informed on these developments as the cloud computing and semiconductor markets continue to innovate and expand.
