this post was submitted on 01 Sep 2025
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Weird article IMO??? Forget the startups, unless they are backed by very major players they don't stand a chance. They have their competences, but I seriously doubt competing with Nvidia on making AI chips is among them.
The players to watch are Huawei, Baidu, Tencent and the likes. Who have already been working on this for a while, and have actual working and useful products.
I don't understand how that statement is supposed to make much sense? When Chinese companies were happy using Nvidia and being dependent on Nvidia. Why wouldn't they be equally happy using Huawei if it's the best option after the government has forbidden them from using Nvidia?
It may be true, but there is zero explanation why it is.
To the ones that think China can just use AMD instead, they really can't, AMD is under the same restrictions Nvidia is, and AFAIK AMD has not designed a chip to sell to China within those restrictions.