Chinese Big Tech Can Now Buy Nvidia GPUs, But They No Longer Need Them (xataka.com)
0xBASE INTEL BRIEF
- U.S. approves H200 sales to Alibaba, ByteDance, Tencent, and others
- Chinese firms shift to domestic chips like Huawei Ascend and in-house designs
- Nvidia faces bureaucracy and competition as China pursues chip sovereignty
"The U.S. Commerce Department has allowed ten Chinese companies to purchase Nvidia H200 chips. However, Chinese firms have already developed their own AI chip alternatives, such as Huawei's Ascend 950 and Alibaba's RISC-V processors. Nvidia faces a dilemma: eased restrictions come too late as China pivots to domestic production, with a goal of 50% local chips in state data centers."
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