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The U.S. government has restricted the export of Nvidia's most advanced chips to China since 2022, with restrictions tightening last year. "These companies have made notable progress in developing AI chips tailored to specific applications (ASICs)," Wei Sun, a senior analyst at Counterpoint Research, told CNBC. China's key challengesThe flags of China and the USA are being displayed on a smartphone, with an NVIDIA chip visible in the background. Huawei leading the packTriolo identified Huawei as one of the leaders in China with its Ascend series of data center processors. In its annual report earlier this year, Nvidia explicitly identified Huawei, among other companies, as a competitor in areas such as chips, software for AI and networking products.
Persons: Nvidia's, China's, Wei Sun, Paul Triolo, Albright Stonebridge, SMIC, TSMC, Triolo, Chip IPOs Organizations: Nvidia, CNBC, Huawei, Alibaba, Baidu, Technology, Counterpoint Research, NVIDIA, Nurphoto, Wall Locations: Beijing, wean, China, U.S, USA, SMIC
This has renewed focus on China's homegrown efforts to rival Nvidia and create semiconductors that can underpin the world's second-largest economy's own AI industry. Huawei then sells these chips as a part of servers that go into data centers to train AI models. Alibaba and BaiduAlibaba and Baidu both buy Nvidia chips but they are also designing their own semiconductors for AI processes. Inference is the process that follows the training of AI models, as it refers to the actual application of AI in the real world, such as a chatbot responding to user queries. Moore ThreadsMoore Threads, founded in 2020, is developing GPUs designed to train large AI models.
Persons: Paul Triolo, Albright Stonebridge, Baidu Alibaba, Wei Sun, Moore, KUAE, ByteDance Organizations: Istock, Getty, Nvidia, CNBC, Huawei Huawei, Huawei, Wall, Alibaba, Baidu, Counterpoint Research, Biren, Technologies, China Morning, Cambricon Technologies, U.S, Sequoia, GGV Locations: China, U.S, Beijing, Washington, Shenzhen, Biren's
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailAI: Robotics is the 'next frontier' for both the U.S. and China, analyst saysWei Sun, senior consultant for artificial research at Counterpoint Research, discusses how China is faring against the United States in the artificial intelligence race.
Persons: Wei Sun Organizations: U.S, Counterpoint Research Locations: China, United States
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailChinese tech firms are rushing to develop ChatGPT-like apps, says research firmWei Sun of Counterpoint Research discusses the development of generative artificial intelligence in China.
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailChina's lagging behind on A.I. chatbot technology, says research firmWei Sun of Counterpoint Research says China's tech giants have some catching up to do, though the country has many advantages, such as "enormous" market demand.
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