档案库 · AI 与模型 · 战略决策 · 2023–2025
无问芯穹押注软件解决算力短缺
2023年汪玉创立无问芯穹,通过软件统一碎片化芯片;截至2025年11月,融资近5亿元人民币,管理算力25000P。
无问芯穹
做的是什么生意
Builds AI computing power infrastructure: creates an M×N middleware layer between models and chips, providing a heterogeneous computing power cloud platform, intelligent computing all-in-one machines, and inference acceleration tools, and sells computing power services to large model companies.
启动资金:In September 2023, the first round was invested in by Sequoia China (红杉中国), GSR Ventures (金沙江), Xuhui Capital (徐汇资本), and others; Sequoia held about 10.7% and was the largest external institutional shareholder. In November, Tencent (腾讯), Baidu (百度), Matrix Partners China (经纬), ZhenFund (真格), Qiming Venture Partners (启明创投), and Zhipu AI (智谱AI) followed.
起因
In May 2023, Wang Yu (汪玉), chair of the Department of Electronic Engineering at Tsinghua University (清华), started a new venture after Deephi (深鉴科技) was acquired by Xilinx (赛灵思), co-founding Infinigence AI (无问芯穹) with his students Xia Lixue (夏立雪), Zeng Shulin (曾书霖), and Dai Guohao (戴国浩). At the time, domestic large models were booming, supply of Nvidia (英伟达) high-end cards was restricted, and domestic chip ecosystems operated separately; the team bet that software could assemble these computing resources.
经过
In September 2023, Sequoia (红杉), GSR Ventures (金沙江), and others invested; in November, Tencent (腾讯), Baidu (百度), Zhipu AI (智谱AI), Matrix Partners China (经纬), ZhenFund (真格), and Qiming Venture Partners (启明创投) followed. In July 2024, at the World Artificial Intelligence Conference (世界人工智能大会), the company released the industry's first thousand-card-scale heterogeneous chip mixed-training platform, with computing power utilization up to 97.6%, enabling cross-training among six chip types: Huawei Ascend (华为昇腾), Iluvatar CoreX (天数智芯), MetaX (沐曦), Moore Threads (摩尔线程), AMD, and Nvidia (英伟达). Zhipu (智谱), Moonshot AI (月之暗面), Shengshu Technology (生数科技), and others have already stably used heterogeneous computing power on its cloud platform.
结果
Still expanding: in November 2025, it completed a nearly RMB 500 million Series A+ round, led by Zhuhai Technology Group (珠海科技集团) and Futeng Capital (孚腾资本), with follow-on investment from existing shareholders including Huiyuan Capital (惠远资本), Shangqi Capital (尚颀资本), Honghui Fund (弘晖基金), Lenovo Capital (联想创投), and Legend Capital (君联资本). It has already managed more than 25000P of computing power nationwide, covering 53 core data centers in 26 cities; customers include Baichuan Intelligence (百川智能), Kimi, Lenovo (联想), Li Auto (理想汽车), Shengshu Technology (生数科技), and Zhipu (智谱).
背景
无问芯穹于2023年5月由清华汪玉及学生夏立雪、曾书霖、戴国浩创立,押注算力中间件而非大模型,将碎片化国产芯片组装成统一算力。
红杉、金沙江、徐汇资本于2023年9月首投;11月腾讯、百度等跟投。2024年7月发布千卡异构训练平台,利用率97.6%,支持六种芯片混合训练。智谱、月之暗面等使用其云平台。
2025年11月完成近5亿元A+轮融资,由珠海科技集团和孚腾资本领投。管理超25000P算力,覆盖53个数据中心,服务百川、Kimi、联想、理想、智谱,并押注智能体基础设施。
这件事要成立,得有什么
- 真正瓶颈是国产芯片生态碎片化,而非总供给不足;软件中间层填补了这一空白。
- 不造模型或硬件,通过让算力可用赚钱,避免与英伟达和模型公司直接竞争。
- 团队经清华及深鉴科技验证,使红杉、腾讯、百度在无收入阶段下注。
- 一旦M×N中间层成为标准,切换成本高,先发者捕获算力池。
- A+轮引入珠海国资,带来资源;押注地方政府愿意为算力付费。
可借鉴之处
当资源稀缺时,赢家将碎片化资源标准化为服务;将国产芯片组装成统一算力并出售。
后续进展
截至2025年12月,无问芯穹仍处扩张期:A+轮资金投向软硬件协同、AI云和终端解决方案,以及智能体基础设施。已发布Infra Agents和Kernel Mind。CEO夏立雪视Agentic AI为战略机遇。未披露营收或IPO计划。
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