Cailian Press via 10jqka reported on September 16 that the compute chain saw dense catalysts. On the demand side, DeepSeek's V4.1-Flash uses an asymmetric architecture to sharply dilute inference cost, while Meta's personal Agent product Muse signals accelerated consumer-grade Agent commercialization. On the supply side, Enflame Technology (Suiyuan) listed on the STAR Market with a market cap above 170 billion yuan, completing the gathering of China's domestic GPU "four dragons" on capital markets.
Domestic AI-compute demand is growing faster than supply, and the collaborative ecosystem of domestic chips and domestic models is maturing. Per the China Telecom Research Institute's 2026 report, as the industry's center of gravity moves from models and compute to agent-scale landing, China's Token consumption is exploding—an estimated 10 quadrillion (10 yi yi) Tokens in 2026, surpassing 350 quadrillion by 2030, a near 12-fold compound annual growth.
Cambricon rose over 5% and the Huaxia STAR-AI ETF gained 1.08% on the day, reflecting sustained investor optimism on the compute-infrastructure chain.
Source: 10jqka / Cailian Press
