The US restrictions on exporting advanced hardware have severely impacted the AI ambitions of many Chinese firms, limiting their access to powerful chips necessary for training large-scale AI models and handling complex computations. Companies like ByteDance and Alibaba, which rely on high-end processors for their AI operations, have been forced to turn to lower-spec GPUs like Nvidia’s H20 or seek domestic alternatives.
However, not all Chinese firms are equally affected by the US clampdown. Huawei, which has been developing its own AI chipsets like the Ascend 910B, and the Ascend 910C (which the company has just begun sampling) has been enjoying some success positioning itself as a domestic alternative to Nvidia.
