• Alibaba designed the XuanTie C950 central processor unit (CPU) for agentic AI purposes.
    • While much of the attention has focused on GPUs, an area Nvidia dominates, CPUs are seen as key for AI inferencing and agents.
    • The XuanTie C950 is based on RISC-V architecture, which is a rival to Arm’s blueprints.
    • https://www.cnbc.com/2026/03/24/alibaba-ai-chip-cpu-agents.html

    Alibaba reveals new AI chip designed for ‘agents’
    byu/Every-Actuator-6996 instocks



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    1. **Using NVIDIA = Losing Money**

      OpenAI lost 30% market share, has $100B debt and profitability is impossible. Microsoft lost $1200B market cap as largest GPU customer. Stock is 3Y low. Amazon, second largest GPU customer, lost $700B market cap. Meta, another huge GPU customer, had to shutdown Metaverse.

      Apple left NVIDIA for Apple Silicon. Stock is 500% up since then. Google left NVIDIA for TPU. Stock is up 300% since then. The market winners are the NVIDIA-free companies.

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