Even though Nvidia’s AI GPUs and rack-scale solutions remain the most sought-after AI accelerators, curbs set on exports of Nvidia’s AI processors to China, first by the White House and then by Beijing, are having a drastic effect on the company’s presence in the People’s Republic. As a result, the company’s share in China could drop to just 8% in the coming years as domestic suppliers can satisfy around 80% of local demand, reports data-analytics-id=”inline-link” href=”https://asia.nikkei.com/business/tech/semiconductors/moore-threads-and-peers-bring-china-ai-chip-independence-closer” data-url=”https://asia.nikkei.com/business/tech/semiconductors/moore-threads-and-peers-bring-china-ai-chip-independence-closer” target=”_blank” referrerpolicy=”no-referrer-when-downgrade” data-hl-processed=”none” data-mrf-recirculation=”inline-link”>Nikkei,citing analysis from Bernstein.
The new products meet the…
