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China AI chip leader Cambricon sees record earnings boost from DeepSeek
Startups and big tech firms like Alibaba are increasingly employing domestic alternatives to Nvidia.
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scmp.com
My Take | DeepSeek’s data format innovation fans fresh hopes of more disruption
DeepSeek’s incremental progress is significant as it has created a new trajectory for China to achieve AI supremacy.
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fortune.com
AI mania or AI bubble? Nvidia’s earnings—and its China exposure—will decide how Wall Street answers that question
Nvidia’s earnings are now a cultural event, with watch parties, bubble fears, and billions on the line—even a small miss could send markets reeling.
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China’s ‘little Nvidia’ sees 4,348% revenue surge amid AI stock frenzy
Cambricon’s revenue of US$403.8 million in the first six months of 2025 was a record high since it went public in 2020.
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China AI chip leader Cambricon sees record earnings boost from DeepSeek
Startups and big tech firms like Alibaba are increasingly employing domestic alternatives to Nvidia.
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cnbc.com
China Nvidia rival Cambricon adds to $40 billion rally with 4,000% revenue jump
The numbers underscore how local Chinese challengers to Nvidia are gaining traction as Beijing looks to push its domestic industry.
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Nvidia CEO Huang says bringing Blackwell AI chip to China 'is a real possibility'
Huang predicted the artificial intelligence market in the world's second-biggest economy will grow 50% next year.
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aljazeera.com
Chip giant Nvidia’s sales rise 56% in boost for AI boom
US chipmaker reports revenue of $46.74bn for second quarter, defying fears that AI may be overhyped.
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China’s ‘little Nvidia’ warns investors of risks after stock gains 533% in year
Cambricon also reminds investors that it is subject to US export restrictions that make it vulnerable to supply chain risks.