Since Nvidia's CEO highlighted DPUs as the third core chip for data centers in 2020, the technology has rapidly advanced, reshaping semiconductor markets, introducing CPU‑DPU‑GPU task partitioning, and driving a booming ecosystem highlighted by the 2023 DPU Summit in Beijing.
This article examines the highly concentrated DPU market, highlighting the dominant global vendors Nvidia, Broadcom and Intel, and provides a detailed analysis of emerging Chinese manufacturers—including NebulaX, Paratus, xFusion, Chiplet, and K2—covering their architectures, performance claims, and strategic positioning.
The whitepaper from the Institute of Computing Technology, Chinese Academy of Sciences, provides a comprehensive analysis of DPU background, technical characteristics, reference architecture, application scenarios, and a comparative review of existing DPU products, highlighting its role in modern data‑center infrastructures.
The article provides a comprehensive analysis of China’s DPU market in 2021, covering DPU definitions, classifications, technology roadmaps, industry chain, business models, key applications, competitive landscape, and future trends in data centers, edge computing, telecom, and autonomous driving.
