With U.S. restrictions on high-end artificial intelligence (AI) and high-performance computing (HPC) exports to China, Chinese GPU developers see a golden opportunity to fill the void in their domestic market. For now, the market of AI hardware is dominated by Nvidia, but as Chinese GPU vendors polish their hardware and software, they may carve out more than a niche, reports DigiTimes.
Chinese firms such as ILuvatar CoreX, Moore Threads, and BirenTech are actively collaborating with local cloud computing providers like Bidu to run their LLM services. Other companies like DenglinAI, Vast AI Tech, and MetaX have developed products that run large language models from the start. For companies like Moore Threads, this move indicates a shift in focus from gaming hardware to a more profitable data center business.
