Overview
- Shanghai-based Iluvatar outlined four GPU architectures—Tianshu, Tianxuan, Tianji and Tianquan—saying the final generation aims to surpass Nvidia’s Rubin in 2027, with Tianji targeting Blackwell in 2026.
- The company reported that its current Tianshu architecture beat Nvidia’s Hopper on select tests, averaging about 20% higher performance on DeepSeek’s V3 model.
- Iluvatar introduced four Tongyang (TY) edge products rated at 100 to 300 TOPS and said the TY1000 outperformed Nvidia’s AGX Orin in its internal testing.
- Background materials note earlier TG training GPUs and indicate TG Gen3 is planned for mass production later this year.
- Coverage highlights execution risks, including limited domestic production capacity and uncertain access to Nvidia gear in China, with H200 sales unresolved even after Jensen Huang’s recent visit.