… At the same time, Huang emphasized that China should not receive the 'latest and greatest' AI accelerators, such as the current-generation Blackwell or next-generation Rubin. This is a way for the U.S. to maintain its lead in the frontier AI models. …
… China's own industry has questioned whether domestic hardware can keep pace. SMIC co-CEO Zhao Haijun has cautioned that the rush to add capacity risks leaving data centers idle, comparing it to building highways ahead of the traffic. …
… The new list represents a substantial expansion from China's initial foray into certifying domestic AI hardware. In December, Beijing added only Huawei and Cambricon to the Xinchuang procurement list a separate state approval mechanism for AI processors. …
… Both those for exporting American AI chips to China and those against giving them access to this advanced hardware have valid points, but we can only know which side is right years, if not decades, from now. …
… In software — the so-called CUDA moat in particular — remains the main frontier of American AI technology in China that local companies have yet to conquer. Follow Tom's Hardware on Google News , or add us as a preferred source , to get our latest news, analysis, & reviews in your feeds. …
… Qualcomm has at least one confirmed buyer outside China, with Saudi Arabia's Humain already taking delivery of AI100 systems and committing to 200MW of Qualcomm racks. Inside China, the company still has to convince customers that Beijing is pushing away from foreign silicon. …
… If it passes, this will once again make it harder for Chinese institutions, especially those working with the PLA, from acquiring powerful AI hardware that uses or contains American technologies. …
… True enough, Nvidia’s AI chip market share in China has fallen to “zero percent,” compared to the 95% it previously held before the AI chip bans. And even if that’s the case, Chinese firms still continue making frontier AI models and remain competitive against American AI tech companies. …
… We hope that they will enhance and improve their regulation compliance and prevent that from happening in the future," Huang said in an address to the media. Huang's comments came days after Taiwan launched its first formal crackdown on illicit AI hardware exports. …
… In March, the Trump Administration proposed a strict licensing system for advanced AI hardware exports , and some U.S. senators have called on a wholesale ban on export licenses for Nvidia hardware to China, as well as several other south-east Asian countries including Malaysia, Thailand, and Vietn… …