ant group cuts ai costs by blending chinese, us chips

2025-03-25 general

Hangzhou, Tuesday, 25 March 2025.
ant group, alibaba’s affiliate, is strategically combining chinese and u.s.-made chips to power its ai operations. this innovative approach reduces expenses and decreases reliance on nvidia. ant group reported that this chip combination attains similar performance levels to nvidia hardware. it also optimizes resource allocation. the company’s ai models are now used in major hospitals. they can answer questions and improve patient services. this shift could reshape the ai landscape.

cost savings and model performance

Ant Group’s strategic move to use both Chinese and U.S.-made chips has led to a significant reduction in computing costs, reporting a 20% decrease [1][4]. This cost reduction was achieved while maintaining comparable performance to Nvidia’s H800 chips [3][4]. The company’s Ling team demonstrated that its 300 billion parameter MoE model could be efficiently trained on lower-performance, domestically produced GPUs [3]. This approach allows Ant Group to lessen its dependence on any single supplier and optimize resource allocation, marking a crucial step towards ai technology localization [1][4].

market implications and competitive landscape

Ant Group’s success could catalyze broader adoption of domestic ai chips, potentially reshaping the competitive landscape [3][7]. Chinese ai chip manufacturers like 壁仞科技, 天智数芯, 摩尔线程, and 沐曦 could see increased demand, especially if ant group open sources its 百灵大模型 [3][6]. This shift aligns with china’s push for self-reliance in core technologies and could reduce reliance on U.S. based nvidia [1][3]. Investors should monitor the performance and adoption of these domestic chips as indicators of future market trends [3].

etf activity and investor sentiment

The 科创芯片 etf (588200) experienced a slight increase of 0.38% in morning trading, with a turnover exceeding 360 million yuan [8]. Despite recent corrections, the etf has attracted significant capital inflows, accumulating over 430 million yuan in the past three trading days [8]. This indicates sustained investor interest in the chinese semiconductor sector, driven by expectations of policy support and technological advancements [8]. Investors are keenly observing companies involved in semiconductor materials, chip design, manufacturing, and testing within the 科创板 [8].

analyst perspectives and future outlook

Analysts suggest focusing on technology innovation themes driven by domestic demand and the development of new productive forces [8]. Emphasis is placed on sectors such as low-altitude economy, intelligent driving, commercial aerospace, satellite navigation, and consumer electronics, including ai-powered devices [8]. Investment strategies should consider both short-term earnings and long-term growth prospects, particularly in areas aligned with china’s strategic goals for technological independence [8]. The ai sector’s evolution, spurred by innovations like ant group’s chip strategy, presents both opportunities and risks that investors must carefully evaluate [3][8].

Bronnen

ai chips cost reduction