China's largest technology companies have begun to transform positively to their own processor in artificial intelligence (AI). This is due to reducing NVIDIA chips and tightening US export restrictions. Alibaba, Tencent and Baidu have tested alternatives to ensure the growth of internal needs and customer needs.
The rigid measures given by the Donald Trump administration have restricted the supply of popular NVIDIA products – the H20 chip, especially adapted to the Joe Biden era. Because of this, companies are forced to find other options, because NVIDIA reserves will be enough until the beginning of the next year.
The order of new chips takes a few months and it is unclear when NVIDIA can provide China with a processor that meets the requirements of export restrictions and has competed in the domestic market. At the same time, Baidu and Alibaba are actively studying various solutions, including their own development.
Huawei has provided Ascend chips for companies and state organizations from important strategic industries. Now pay attention to these processors developing in other technology companies.
The translation of systems from the NVIDIA platform to the domestic chip requires a lot of time and effort, including software adjustments. Therefore, many companies plan a combination approach: Models will be left on NVIDIA and local processors will be used to complete the tasks.