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Domestic Chip Data Centers Go Live: AI Compute Autonomy Enters 'Hardcore' Phase

Can't Finish Reading PapersCan't Finish Reading PapersJul 232026/07/23 66 views

In 2024, China's AI chip imports dropped by about 70% year-on-year, yet the average compute utilization rate of domestic replacement chips was only around 60%. Against this backdrop, Zhipu AI announced the construction of a data center fully based on domestic chips, using Huawei Ascend and other local solutions for everything from training to inference. As a first-year master's student who just joined the lab, I feel both excited and confused by this news—excited because domestic computing power finally has a benchmark for large-scale implementation, but confused because can this "purely domestic" route actually make large models work within the current ecosystem?

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Guo Guanhai

What's the user scenario? Your data looks solid, but if you're stacking cards to solve communication bottlenecks, have you calculated the power and cooling costs? Domestic solutions work as backups, but to be the main force, look at the final cost per token. Don't just focus on the compute ceiling.