Cambricon dispara receita em 4000% e impulsiona China na corrida contra Nvidia

A Cambricon acaba de entregar um resultado que faz o setor de chips parar e olhar—um crescimento de receita de 4000% que coloca a empresa chinesa diretamente no caminho da Nvidia.

Domínio Técnico em Ascensão

Enquanto a Nvidia continua dominando o mercado global de IA, a Cambricon está cortando espaço com uma estratégia agressiva e foco em semicondutores de próxima geração. Esse salto astronômico não é só um número—é um sinal claro de que a China está acelerando sua independência tecnológica.

Impacto no Mercado e Na Geopolítica

Para investidores, isso significa uma coisa: diversificação na cadeia de fornecimento de chips nunca foi tão crucial. E sim, há um fundo de cynismo aqui—enquanto Wall Street ainda brinca com valuations inflados, a Cambricon mostra que inovação real ainda gera retorno.

O jogo das chips acabou de ficar mais interessante.

China restricts Nvidia chips and backs local makers like Cambricon

Earlier this year, the U.S. government blocked Nvidia from selling its low-performance H20 AI chips to China. That ban didn’t last. The Trump administration later allowed Nvidia to resume exports, but there’s a new rule: 15% of every dollar Nvidia earns from China has to be sent to the U.S. government. So the sale comes with a tax.

Still, China is not encouraging local buyers to pick up Nvidia’s H20 chip, even if it’s technically back on the market. Sources say officials have warned firms to avoid relying on U.S. parts when possible.

As a result, companies are combining whatever Nvidia stock they’ve hoarded with chips made at home. That’s where Cambricon and other Chinese names come in.

Cambricon said Wednesday it’s working on better software and developing next-gen hardware to handle the growing number of local AI workloads.

That’s important because Nvidia isn’t just ahead on chip specs. It also has a huge ecosystem of software that developers already use. Cambricon knows that. It’s trying to close the gap.

According to S&P Capital IQ, Cambricon’s market cap has jumped by over $40 billion this year, bringing its total valuation to about $80 billion. The stock has more than doubled in 2025 alone. A lot of that momentum is coming from local demand and state support.

But Cambricon, and all other Chinese chipmakers, still have a long road ahead. Despite the record profit, its technology is still far behind Nvidia’s.

And the export restrictions from the U.S. mean Chinese firms don’t have access to the tools and machines needed to make the most advanced chips. That makes it harder to catch up, no matter how much money they make.

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