# Cambricon

> Markdown twin of https://roboterminal.app/companies/cambricon · https://roboterminal.app/companies/cambricon.md

## On shared sources

- [NVIDIA](https://roboterminal.app/companies/nvidia) (2)
- [Alibaba](https://roboterminal.app/companies/alibaba) (1)
- [Baidu](https://roboterminal.app/companies/baidu) (1)
- [Biren](https://roboterminal.app/companies/biren) (1)
- [ByteDance](https://roboterminal.app/companies/bytedance) (1)
- [Enflame](https://roboterminal.app/companies/enflame) (1)
- [Huawei](https://roboterminal.app/companies/huawei) (1)
- [Hygon](https://roboterminal.app/companies/hygon) (1)
- [Moore Threads](https://roboterminal.app/companies/moore-threads) (1)

## Pulse

- [@SemiAnalysis_ on X](https://x.com/SemiAnalysis_/status/2110747996266615283)
  China’s frontier models already run on China’s own chips. “Remember, the GLM-5 paper is almost a year old at this point. They say: ‘From the first day, GLM-5 is full-stack adapted to Chinese GPU ecosy…
- [@tphuang on X](https://x.com/tphuang/status/2110007616709501382)
  IDC's estimate on China's AI accelerator mkt in Chinese AI Data Center in 2026H1: Take this for what you will, but it estimates 2m total chip & 33.8% for Nvidia & 28.5% for HW. Some # here look very q…

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Source: Roboterminal · https://roboterminal.app/companies/cambricon.md