"Beijing is putting pressure on Chinese tech companies to stimulate the domestic semiconductor industry and break their dependence on Nvidia. This is part of a broader AI race against the United States. "The message is now loud and clear," the FT quotes an unnamed executive from one of the tech companies as saying. "Earlier, people had hopes of renewed Nvidia supply if the geopolitical situation improves. Now it's all hands on deck to build the domestic system.""
"It was previously announced that Chinese chipmakers are aiming to triple the total output of AI processors next year. The new measure follows a conclusion by Chinese regulators that domestic chips deliver performance comparable to Nvidia's China products. Beijing recently called on chipmakers such as Huawei and Cambricon, as well as Alibaba and search engine giant Baidu, to report how their products compare to Nvidia's China chips."
""The top-level consensus now is there's going to be enough domestic supply to meet demand without having to buy Nvidia chips," said an industry insider. End of last Nvidia option The Cyberspace Administration of China (CAC) instructed companies this week to stop testing the RTX Pro 6000D, Nvidia's product developed specifically for China. Several companies had already indicated their intention to order tens of thousands of these chips and had begun verification work with Nvidia's server suppliers."
Chinese regulators instructed large tech firms to stop testing and ordering Nvidia's RTX Pro 6000D, signaling a shift toward domestic AI processor adoption. The move targets companies such as Alibaba and Bytedance and aims to stimulate the domestic semiconductor industry to replace Nvidia dependence. Regulators concluded that domestic AI chips now deliver performance comparable to or exceeding Nvidia's China-allowed products. Chinese chipmakers plan to triple AI processor output next year. Several companies had intended to order tens of thousands of RTX Pro 6000D chips and had begun verification with Nvidia's server suppliers before the instruction.
Read at Techzine Global
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