⬆ UPSTREAM — SUPPLIERS4
Moore Threads
Fabless GPU designer founded by ex-NVIDIA China head Zhang Jianzhong; MTT S-series accelerators fabbed at SMIC on mature nodes (no TSMC access); listed on STAR Market Dec 2025 at a RMB 53.7B valuation, surging ~469% on debut
NVIDIA
Dominant AI GPU designer (H100, H200, B200)
Huawei / HiSilicon
China's leading chip designer (Kirin mobile, Ascend AI); on US Entity List since 2019
Vertiv
Critical power and thermal management for AI data centers
Inspur Information
China's dominant AI-server ODM (52.3% of China's AI server market, Q1 2026), also top-5 globally; FY2025 revenue ~RMB 164.8B (+43% YoY); builds servers around both compliant NVIDIA chips and domestic GPUs (Huawei Ascend, Moore Threads, MetaX); Entity Listed March 2023
⬇ DOWNSTREAM — CUSTOMERS3
Alibaba Cloud
China's #1 cloud provider; deploys Alibaba Hanguang 800 AI chip (TSMC-fabbed) and Huawei Ascend; operates Qwen LLM
Tencent Cloud
China's #2 cloud provider; major AI GPU buyer pivoting to H20/Huawei Ascend after BIS export controls; operates Hunyuan LLM
Baidu
China's leading AI pioneer; designs Kunlun AI chips (Samsung-fabbed); operates ERNIE Bot LLM; major AI cloud infrastructure provider
UPSTREAM — SUPPLIERS
Moore Threads
Fabless GPU designer founded by ex-NVIDIA China head Zhang Jianzhong; MTT S-series accelerators fabbed at SMIC on mature nodes (no TSMC access); listed on STAR Market Dec 2025 at a RMB 53.7B valuation, surging ~469% on debut
NVIDIA
Dominant AI GPU designer (H100, H200, B200)
Huawei / HiSilicon
China's leading chip designer (Kirin mobile, Ascend AI); on US Entity List since 2019
Vertiv
Critical power and thermal management for AI data centers
↓ all supply to Inspur Information ↓
Inspur Information
China's dominant AI-server ODM (52.3% of China's AI server market, Q1 2026), also top-5 globally; FY2025 revenue ~RMB 164.8B (+43% YoY); builds servers around both compliant NVIDIA chips and domestic GPUs (Huawei Ascend, Moore Threads, MetaX); Entity Listed March 2023
↓ Inspur Information supplies to ↓
Alibaba Cloud
China's #1 cloud provider; deploys Alibaba Hanguang 800 AI chip (TSMC-fabbed) and Huawei Ascend; operates Qwen LLM
Tencent Cloud
China's #2 cloud provider; major AI GPU buyer pivoting to H20/Huawei Ascend after BIS export controls; operates Hunyuan LLM
Baidu
China's leading AI pioneer; designs Kunlun AI chips (Samsung-fabbed); operates ERNIE Bot LLM; major AI cloud infrastructure provider
DOWNSTREAM — CUSTOMERS
QWhat is Inspur Information's role in the AI chip supply chain?
China's dominant AI-server ODM (52.3% of China's AI server market, Q1 2026), also top-5 globally; FY2025 revenue ~RMB 164.8B (+43% YoY); builds servers around both compliant NVIDIA chips and domestic GPUs (Huawei Ascend, Moore Threads, MetaX); Entity Listed March 2023
View full company profile →