6月30日，天数智芯午后涨超10%，报765.5港元，成交额7.82亿港元。
消息面上，据科创板日报此前报道，字节跳动正与天数智芯讨论采购至少5万颗AI芯片，主要用于推理工作。报道称，本次洽谈供货芯片主要用于大模型推理负载，对应天数智芯智铠系列云端推理GPU，训练场景使用天垓系列。若交易达成，天数智芯将成为华为和寒武纪之后字节跳动的第三家GPU供应商。
长江证券发布研报称，天数智芯深耕GPGPU架构多年，深度适配CUDA生态，可做到插拔即用，过往在与头部行业客户场景中深度打磨，产品力领先、生态优势显著。当前国产推理算力紧缺，头部供应不足背景下公司客户导入有望全面加速，爆发拐点临近。
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