## The Rise of GPUs in China China's artificial intelligence industry is undergoing a profound reorganization, with GPUs emerging as core strategic assets. This trend is fueled by the increasing need for computing power to support the development and deployment of increasingly sophisticated AI models. ## Cambricon at the Forefront Companies like Cambricon are positioning themselves as protagonists in this transformation. Their expertise in developing AI chips makes them key players in a rapidly expanding market. Competition for access to high-performance GPUs is set to increase, driving innovation and investment in the sector. ## Strategic Implications The centrality of GPUs in the Chinese AI ecosystem raises important strategic questions. Access to these resources is crucial to maintaining global competitiveness and ensuring the country's technological independence. Investments in research and development, as well as government policies, will play a decisive role in shaping the future of this sector.