From Alibaba's announcement earlier this year that it would invest 380 billion yuan over the next three years in building cloud and AI hardware infrastructure to Baidu Kunlun Chip's large order with China Mobile, strong market demand for AI chips has driven domestic chip manufacturers and internet giants to seize market share amidst Nvidia's unstable chip supply. Industry insiders generally believe that domestic companies like Cambricon, Hygon Information, and Moore's Thread already offer strong product capabilities in AI inference chips, and that the prospects for domestic chip development are promising in the coming years, but continued efforts are needed to build an ecosystem.