Companies To Watch: China’s Nvidia? Spotlight on Cambricon and the AI chip race

In the midst of Nvidia’s latest earnings and the global AI boom, a new contender is making waves in China.

Dan Koh and Emaad Akhtar dive into the story of Cambricon Technologies, a homegrown AI chipmaker challenging international giants. From meteoric revenue growth to partnerships with Tencent and ByteDance, they explore how Cambricon is carving its place in the high-stakes AI market, the investment potential, and what it means for investors and tech enthusiasts alike.

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