China's GPU IPO wave meets its hardest test: cluster stability

Amanda Liang, Taipei

Apr 29, 2026, 11:20 0

Credit: SCMP

China's GPU startups, including Moore Threads, MetaX, and Biren, are gaining ground in the AI accelerator market. But as demand shifts from training to inference, cluster stability, software maturity, and cost efficiency are emerging as the real cons...

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