中银国际:昆仑芯应该单独分拆,给予500亿港币估值

格隆汇资讯
Aug 26

中银国际今日发布报告《KunLun should be spun off, may worth ¼ of Baidu》。在这篇由Alex Lin和Micheal Meng合写的报告里提到“在中移动采购AI推理服务器的招标中,昆仑芯P800 GPU拿下1、2、3包70%至100%的份额”,显示出“昆仑芯在诸多方面已超越行业内不少头部企业,尤其是在CUDA兼容方面”;“之前因为主要只给百度用,而受限于...

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