China's humanoid robotics sector faces extreme investment growth that risks creating a massive market bubble and crowding out other markets and research.
Nvidia risks losing the Chinese market and faces rapidly advancing Chinese chipmakers that threaten its near-monopoly and U.S. technological and geopolitical dominance.
Chinese tech giant Alibaba aims to fill Nvidia void with its new AI chip
Alibaba has developed a domestically manufactured, more versatile AI inference chip now in testing to serve broader inference tasks amid Nvidia export restrictions.
