US export curbs push China’s AI chips away from GPUs to custom ASICs

TL;DR US export controls are pushing China’s AI chip industry away from general-purpose GPUs and toward custom ASICs. Huawei leads with 62% projected market share, while Alibaba and Cambricon pursue alternative architectures that may create a structurally different ecosystem from the Nvidia-dominated West. China’s AI chip industry is no longer trying to build an Nvidia […]