This post originally appeared on Recode China AI.
For more than a decade, Nvidia’s chips have been the beating heart of China’s AI ecosystem. Its GPUs powered search engines, video apps, smartphones, electric vehicles, and the current wave of generative AI models. Even as Washington tightened export rules for advanced AI chips, Chinese companies kept settling for and buying “China-only” Nvidia chips stripped of their most advanced features—H800, A800, and H20.
But by 2025, patience in Beijing…

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