"Nvidia started producing chips tailored for the Chinese market after former US President Joe Biden banned the company from exporting its most powerful products to China, in an effort to rein in Beijing's progress on AI. Beijing's regulators have recently summoned domestic chipmakers such as Huawei and Cambricon, as well as Alibaba and search engine giant Baidu, which also make their own semiconductors, to report how their products compare against Nvidia's China chips, according to one of the people with knowledge of the matter."
"They concluded that China's AI processors had reached a level comparable to or exceeding that of the Nvidia products allowed under export controls, the person added. The Financial Times reported last month that China's chipmakers were seeking to triple the country's total output of AI processors next year. "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."
Nvidia began producing chips tailored for the Chinese market after US export restrictions targeted its most powerful products to slow Beijing's AI progress. Chinese regulators summoned domestic chipmakers including Huawei, Cambricon, Alibaba and Baidu to compare their processors with the Nvidia chips allowed under controls. Regulators concluded domestic AI processors now match or exceed the performance of the permitted Nvidia products. Chipmakers plan to significantly raise output, aiming to triple national AI processor production next year. Industry insiders say domestic supply will be sufficient to meet demand without further Nvidia purchases. Regulators have questioned purchases of Nvidia's H20 and limited significant sales to the RTX Pro 6000D.
Read at Ars Technica
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