Cambrian's cloud acceleration card has successfully landed in China Mobile, which not only demonstrates China Mobile's determination in the field of AI, but also highlights Cambrian's leading position in cloud intelligent acceleration technology.
As of December 2023, China Mobile's branches in 12 provinces and more than 70 AI services have adopted Cambrian's MLU series of cloud-based intelligent accelerator cards. After a series of verification and testing, the performance of these accelerator cards has reached the level of international mainstream products, and even surpassed them in some aspects.
In addition, this cooperation also echoes the national-level "Eastern Data and Western Computing" project, and jointly promotes the construction of a national integrated computing network. The release of the policy "Implementation Opinions on In-depth Implementation of the "Eastern Data and Western Computing" Project and Accelerating the Construction of a National Integrated Computing Network" clearly requires that the new computing power of the national computing hub nodes should account for more than 60% of the new computing power in the country, emphasizing the integrated and coordinated layout of the eastern, central and western regions. China Mobile is building a multi-center, large-scale AI computing power cluster around the east-west hub nodes, and Cambrian's AI chip launch will provide important business support for this.
In addition, regarding the lifting of the ban and the issue of ** chain, Cambrian has taken corresponding measures to deal with it. The shareholders of this large-scale lifting of the ban are subject to the commitment of the actual controller and the new regulations, and it is expected that the impact on the secondary market will be relatively small. Judging from the research of the industrial chain, the company's first-class chain fundamentals are optimistic, and the business is also proceeding in an orderly manner. The localization and substitution process of AI chips is expected to accelerate in 2024, which will bring more development opportunities to Cambrian.
To sum up, the cooperation between Cambrian and China Mobile is a win-win cooperation. Cambrian's cloud intelligent acceleration technology has been recognized and applied by China Mobile, and China Mobile has further strengthened its layout in the field of AI through this cooperation. At the same time, this cooperation is also in line with the country's "Eastern Data and Western Computing" project, which promotes the construction of a national integrated computing network. Despite the lifting of the ban and the problem of ** chain, Cambrian has taken corresponding measures to deal with it, and the company's fundamentals are optimistic and the business is proceeding in an orderly manner. With the acceleration of the localization and substitution process of AI chips, Cambrian is expected to usher in more development opportunities.
Note: The data and opinions in this article are provided by the Everbright Electronics team and are for reference only.
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