en.Wedoany.com Reported - MetaX (Muxi Co., Ltd.) has received full orders for multiple domestically produced high-end GPUs and AI computing power chips, with some product orders already scheduled into next year and beyond. Sun Guoliang, the company's Chief Product Officer and Senior Vice President, recently disclosed this order delivery trend.
Addressing the market's heated debate over the coexistence of "hard-to-get cards" and "excess computing power" in the computing power industry, Sun explained the logic behind the industry's structural differentiation. He pointed out that there is currently no issue of excess general-purpose computing power in the market. High-quality general-purpose computing power that is versatile, easy to use, stable, and reliable remains highly scarce, presenting a tense situation where cards are hard to obtain.
The so-called excess computing power is merely structural, mainly concentrated in computing power products with weaker adaptability. Such products often adopt non-general architectures, can only adapt to older models or specific niche scenario models, and fail to meet the computing power demands of current general-purpose large models and multi-scenario AI industrialization. Their practicality and compatibility are limited, leading to idle excess.
Industry insiders analyze that the large-scale shipment and sustained order scheduling of MetaX's flagship chips confirm the market's rigid demand for domestically produced high-end general-purpose computing chips. The current AI computing power industry exhibits a clear pattern of structural differentiation: an oversupply of low-end, specialized computing power, while the gap for high-end, general-purpose, fully adaptable, and highly stable domestically produced computing power continues to widen. As AI industrialization advances, the demand for domestically produced, autonomous, and controllable computing power substitution accelerates. MetaX, with its advantages in full-stack self-development and a fully domestic supply chain, is poised to continuously capture incremental industry orders and secure a core competitive position in the domestic computing power track.
