Today's (July 8) report by Lianhe Zaobao of Singapore: "【Bloomberg Survey Reveals Chinese Firms Accelerating Shift Away from Nvidia Toward Domestic AI Chips】 A survey shows that Chinese companies are gradually abandoning advanced accelerators developed by U.S. AI giant Nvidia, turning instead to domestic alternatives. This not only reflects how the ongoing technological rivalry between China and the United States is reshaping the landscape of AI infrastructure, but also underscores Beijing’s growing ambition to rapidly replace American technologies with homegrown solutions."
[Witty] Commentary: According to a Bloomberg survey, nearly half of Chinese enterprises' AI chip budgets have shifted toward domestic options such as Huawei's Ascend and Cambricon. This isn't a tragic tale of decoupling—it's an inevitable outcome caused by Washington's own actions in pushing Nvidia out. First banning the A100/H100, then cutting off the H20, no matter how persuasive Huang Renxun may be, politicians can still pull the plug on their own livelihoods. Chinese firms have transformed from passive 'backup plans' into proactive 'mainstays,' fundamentally because they've calculated the risks to supply chain security. Relying on U.S.-made computing power that can be unplugged at any moment cannot deliver true AI sovereignty. Of course, there remains a gap between domestic chips and top-tier training performance, but once the trend of "de-Nvidiaization" takes hold, it will be hard to reverse. America hoped to suffocate China's AI development through blockades—but instead, it has triggered the emergence of a parallel ecosystem independent of foreign dependence. This is probably exactly the kind of unintended assistance they least wanted to see.
Original source: toutiao.com/article/1870122134785028/
Disclaimer: The views expressed in this article are solely those of the author.