“Big companies have their own secrets; there are love and hate towards Nvidia.”
2026-09-07 08:00Chips & Hardware🔥 42.2 heat score
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42.2heat score
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SummaryAI generated
As the largest shareholder of Suiyuan Technology (with a 20.26% stake) and its top customer, Tencent is reducing its dependence on NVIDIA through joint research and development. In the “Zixiao” series of chips jointly developed by both parties, the training performance of version 2.0 has increased by 4 times compared to the previous generation, and the inference throughput has increased by 3 times. The chip has already been deployed in internal operations. Tencent plans to expand the scale of deployment of its self-developed chips to 100,000 cards by the end of 2026. Additionally, Tencent has invested in DPU chips from Yunpao Intelligence; although it is currently operating at a loss, it intends to raise funds through an IPO. Meanwhile, Gao Jianlin and others who were responsible for Tencent’s chip development have left to start their own businesses, focusing on common categories such as server CPUs, reflecting the trend of large companies conducting independent research and development after verification.
As the largest shareholder with a 20.26% stake and the top customer contributing over 80% of revenue, Tencent is deeply integrated with Siren Technology. In the context of AI development, major internet companies are converging in their chip manufacturing approaches, and differentiation is becoming a trend. Tencent Penglai Laboratory, in collaboration with Siren, has launched the “Zixiao” series of chips. The 2.0 version of these chips improves training performance by 4 times and推理 throughput by 3 times compared to the previous version; these chips have already been deployed for internal use, and by the end of 2026, the scale of deployment with self-developed chips is planned to reach 100,000 cards. Tencent also invests in Yunpao Intelligence (DPU chips). Although it currently incurs losses, the company plans to raise funds through an IPO. Major companies are developing their own chips alongside those they invest in, aiming to reduce dependence on Nvidia and optimize costs. Gao Jianlin and other former Tencent chip leaders have left the company to start their own businesses, mostly focusing on server CPUs, reflecting the trend of major companies developing independent common products after verification.