Domestic GPU companies like early Nvidia and Amazon, although currently losing money, both policies and capital see their strategic value in breaking through the bottleneck. People are willing to invest in and support research and development in advance, just like losing money in the early stages of high-speed rail construction but knowing that it must be built in the long run, waiting for market returns after technological breakthroughs.
This wave of domestic GPU companies going public is like racing cars rushing to get started. Although Moore's Thread has a market value of 440 billion yuan, its ecological construction is like a toddler just learning to walk. The price increase of HBM memory has made costs even worse. However, the performance of Huagang architecture is approaching that of Nvidia's high-end cards
