Cambricon Goes Supersonic: 4,000% Revenue Boom, But Nvidia Still Laughs from Its Throne

 China’s AI chip scene just got spicy. Cambricon, a homegrown chipmaker, pulled off an insane 4,000% revenue jump in the first half of 2025, hitting $402 million with record profits of $143 million. Talk about glow-up energy.

Cambricon

But let’s keep it real: while Cambricon is celebrating, Nvidia made $46.7 billion in a single quarter. That’s like bringing a water gun to a flamethrower fight.

So, what’s going on?

  • The Ban Dance: The U.S. keeps tightening export rules, cutting China off from Nvidia’s best AI chips. Even Nvidia’s “China-only” H20 chip was banned, unbanned, and slapped with a 15% revenue cut for Uncle Sam. Beijing, meanwhile, is telling its tech giants: “Maybe don’t buy that.”

  • The Stock Party: Investors are hyped. Cambricon’s stock more than doubled this year, shooting its market cap to $80 billion. Not bad for an underdog scooter chasing an F1 car.

  • The Reality Check: Nvidia isn’t just about hardware—it owns the AI software playground too. Cambricon says it’s working on catching up, but U.S. export controls mean they’re playing a long game with hurdles at every turn.

So yeah—Cambricon is rising fast, but the AI chip throne? Nvidia’s still sitting pretty, sipping champagne.

Hafall 


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