China's AI chip market is set to reach a scale of US$50 billion, with the AI computing power industry chain continuing to thrive.

Jensen Huang, CEO of NVIDIA, stated that the market size of China's artificial intelligence (AI) chips could reach US$50 billion in the next few years, making it crucial for US companies to gain access to the Chinese market. As a US company, it would be a significant loss if they were unable to participate.

China Securities pointed out that the recently disclosed 2024 annual reports and 2025 first-quarter reports of publicly listed firms show that the performance of companies in the AI computing power industry chain has been outstanding, confirming the sustained high growth of the industry. With the surge in global demand for AI large model training and inference, investment in computing power infrastructure has accelerated, and companies in segments such as servers, optical modules, and data centers have seen full order books, significantly boosting their profitability.

According to the Cailian Press Theme Database, among the relevant publicly listed firms:

Runjian Co., Ltd.jointly released with Guangzhou Himax Semiconductor Technology Co., Ltd. the DeepSeek-powered fully domestic computing power government affairs intelligent agent all-in-one machine. In terms of computing power networks, it has implemented typical projects such as the "National Supercomputing Shenzhen Center" and built a good cooperative ecosystem with operators, as well as internet producers such as Alibaba Cloud and Baidu.

Talkweb Information System Co., Ltd.'s "Zhaohan" series AI servers and related products have fully completed deep adaptation with the DeepSeek-R1/V3 series large models, providing comprehensive support with excellent performance to accelerate the localized deployment of DeepSeek, thereby building a secure and reliable computing power foundation for domestic AI large models.