China shifts AI chip strategy to ASICs, bypassing Nvidia GPUs (xataka.com)

• China adopts ASICs over GPUs to circumvent Nvidia
• Morgan Stanley: Huawei 62%, Cambricon 14% market share by 2026
• Chinese ASICs outperform Nvidia H20 by 50%

"China is increasingly adopting ASICs over GPUs for AI chips to reduce dependence on Nvidia. A Morgan Stanley report projects Huawei will capture 62% of China's AI accelerator market by 2026. Chinese ASICs like Huawei Ascend 950 and Cambricon Siyuan 690 outperform Nvidia's H20 by 50%."