Zhipu plans to develop its own AI chip and has already contacted chip companies to accelerate efforts to address its computing power shortcomings.
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Zhipu surged over 14% intraday after announcing plans to develop its own chips.
According to BlockBeats, on July 8th, Bitget data showed that Hong Kong-listed Zhipu Technology surged over 14% intraday, following its earlier disclosure that it was considering developing its own chips. Furthermore, nearly 70% of Zhipu's investors indicated they would hold the stock long-term.
Zhipu surged over 10% after reports indicated it was considering developing its own AI chips.
PANews reported on July 8 that, according to Jinshi News, Zhipu (02513.HK) rose by more than 10%, with a turnover of over HK$6 billion. The report stated that Zhipu is considering developing its own AI chip to cope with the rapid growth in demand for GLM models.
News: Zhipu is evaluating its self-developed custom AI chip
According to a report by The Information, multiple sources revealed that Zhipu, a leading Chinese AI company, is considering designing its own AI chip. It is understood that with the rapidly increasing demand for its GLM series of large-scale models, coupled with increasing constraints on computing resources, Zhipu has recently made initial contact with some domestic chip design companies to explore the possibility of jointly developing a customized AI processor. The report points out that for large-scale AI model developers, developing their own chips aims to achieve hardware and software synergy optimization, improve computing efficiency, and reduce dependence on external GPU suppliers. Besides Zhipu, another domestic large-scale model company, DeepSeek, has also recently been reported to be simultaneously advancing its self-developed chip project focused on inference scenarios. Globally, top AI developers such as OpenAI (which has announced its self-developed chip Jalapeño) and Anthropic are actively developing customized chips, and the AI industry is accelerating towards a dual-track development stage of "model + chip" hardware and software integration.
ING: Nvidia's profit margins are threatened by customers developing their own chips.
According to Mars Finance, on July 7th, Jan Frederik Slijkerman of ING wrote in a report that Nvidia's ability to maintain profit margins is uncertain as tech giants develop their own chips. He pointed out that major customers such as Microsoft, Alphabet, and Amazon are developing their own custom chips to help control AI infrastructure costs (capital expenditure efficiency). He stated that, therefore, Nvidia's pricing power may face more intense competition than in recent years, making it more difficult for it to maintain its currently extremely high profit margins in the long term, despite the company's expansion into new business lines.
Rebellions, a South Korean AI chip startup backed by Samsung Electronics, plans to IPO in South Korea next year.
According to reports, Sunghyun Park, CEO of Rebellions, a South Korean AI chip startup backed by Samsung Electronics, stated that the company plans to IPO in South Korea in the first or second quarter of next year. Park said that Rebellions has already begun generating actual revenue, "and for this reason, we are working with the underwriting teams at JPMorgan Chase and Samsung Securities to prepare for the IPO." (Jiemian)
DeepSeek's Secret Self-Developed Inference Chip
According to Beating, Reuters, citing sources familiar with the matter, reports that DeepSeek, a major Chinese model-making company, is developing its own AI inference chip. This research began about a year ago and is primarily for model inference rather than training. In recent months, the company has been privately recruiting chip design engineers. Currently, DeepSeek's model operation and training heavily rely on chips from Nvidia and Huawei. If successful, developing its own inference chip would reduce reliance on external suppliers and provide more cost-effective hardware control. However, the project is still in its early stages and faces manufacturing and memory access restrictions due to US export controls.