China's AI Chip Shift May Be Starting Now [Yahoo! Finance]
Alibaba Group Holding Limited American Depositary Shares each representing eight Ordinary share (BABA)
Last alibaba group holding limited american depositary shares each representing eight ordinary share earnings: 2/13 06:45 am
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Source: Yahoo! Finance
Alibaba ( NYSE:BABA and ByteDance look like they're finally giving Huawei a real shot in AI chips, with both companies reportedly planning to place orders for its new 950PR processor. That's a meaningful shift. Huawei's earlier Ascend 910C chip struggled to win over major private tech players, even with strong government backing. This time, things seem different. The 950PR is designed to work more smoothly with Nvidia's ( NASDAQ:NVDA ) CUDA ecosystem and delivers faster response speeds, which makes it easier for developers to plug it into existing AI systems without starting from scratch. Warning! GuruFocus has detected 4 Warning Signs with BABA. Is BABA fairly valued? Test your thesis with our free DCF calculator. Huawei is aiming to ship around 750,000 units this year, with mass production expected to kick off next month and deliveries ramping in the second half. Pricing is also fairly competitive, with standard versions around 50,000 yuan, or roughly $6,900, and higher-end
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BABA
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- 3/19/26 - Beat
BABA
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- 3/26/26 - Form 4
- 3/26/26 - Form 4
- 3/26/26 - Form 4
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