China’s AI chip industry is no longer trying to build an Nvidia clone. Under sustained US export controls that block access to the most powerful general-purpose GPUs, the country’s largest technology companies are pivoting toward application-specific integrat…
TL;DR US export controls are pushing Chinas AI chip industry away from general-purpose GPUs and toward custom ASICs. Huawei leads with 62% projected market share, while Alibaba and Cambricon pursue …