Xiaomi chips, Alibaba Cloud sourcing and domestic AI hardware lead the day
China AI compute news centered on Xiaomi’s new chips, Alibaba Cloud’s chip-sourcing plans, domestic GPU financing, server interconnects, and foundation-model activity.
• Xiaomi unveiled three self-developed chips: the O3 AI flagship SoC, the O100 AI acceleration chip with 1.22TB/s bandwidth, and the D100 3nm AI chip for smart driving.
• Reports said Xiaomi’s O3 is the industry’s first chip to support LPDDR6, with CXMT described as a core LPDDR6 partner.
• Alibaba Cloud plans to use fewer Western chips, while describing cloud AI as its “most certain” path to growth as e-commerce slows.
• Enflame Technologies plans a STAR Market IPO, issuing 43.035173 million shares, with online and offline subscription set to begin on Sept. 2.
• Beijing Yizhuang unveiled what was described as the nation’s first AI4Chip special policy.
• Montage Technology said its PCIe 6.x / CXL 3.x retimer passed PCI-SIG certification and was added to the PCI-SIG vendor list.
• Moore Threads released an MTT S5000 Prefill-as-a-Service technical white paper aimed at long-context inference scenarios including AI agents, code generation and ultra-long document analysis.
• Thomson Reuters unveiled its first large language model, Thomson, built on Alibaba’s Qwen, with development reported at about $40 million and the deployed base model identified as Qwen3.5-397B.