Alibaba Cloud Denies Rumors of Purchasing 150,000 Cambrian GPUs
Recent reports have stirred speculation regarding Alibaba Cloud’s procurement of a staggering 150,000 Cambrian GPUs. However, the company has officially refuted these claims, asserting that while they do support the domestic supply chain through partnerships with Yiyun and Multi-core, no such acquisition has occurred.
Clarification on Recent Rumors
Alibaba Cloud spokespersons addressed the situation directly, stating, “The rumors about our purchase of 150,000 Cambrian GPUs are untrue.” This clarification follows earlier media assertions that Alibaba was in urgent need of bolstering its GPU resources in light of supply chain disruptions, leading to supposed orders for Cambrian’s Siyuan 370 chips.
Spotlight on Siyuan 370
The Siyuan 370 chip is noteworthy for its advanced technology; it operates on a 7nm process and is recognized as Cambrian’s first AI chip featuring chiplet technology. This innovation allows the chip to integrate an impressive 39 billion transistors, with maximum computing capabilities reaching 256 TOPS (INT8)—essentially double that of Cambrian’s previous second-generation offering, the Siyuan 270.
Furthermore, the Siyuan 370 integrates a cutting-edge reasoning acceleration engine named MagicMind. This capability enhances both training and promotion processes, offering significant improvements in development efficiency while reducing costs associated with user learning, development, and operations.
Market Response and Stock Performance
In the wake of these rumors and subsequent clarifications, Cambrian’s stock has seen notable fluctuations. On August 28, the stock closed up by 15.73%, reaching a share price of 1,587.91 yuan, which allowed it to surpass major competitors like Kweichow Moutai and secure a leading position in A-shares.
Experts suggest that Cambrian’s stock surge is linked to its strategic focus on high-performance computing in the realm of AI and cloud-based smart chips. The sector is currently experiencing a significant trend towards domestic alternatives, enhancing local manufacturers’ appeal.
Conclusion
While Alibaba Cloud continues to navigate the complexities of the GPU market, its commitment to supporting domestic technology firms remains steadfast. The refutation of the rumor regarding a massive GPU purchase serves to emphasize the importance of discerning accurate information in today’s fast-paced tech landscape.
For those interested in the evolving landscape of cloud computing and AI technologies, the developments surrounding Cambrian and Alibaba Cloud highlight the dynamic shifts occurring within the industry. Stay informed about future advancements and strategies as companies like Alibaba look to solidify their positions in a competitive market.
