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China's homegrown AI accelerators to supply 90% of the country's domestic market, analysts suggest — Cambricon and Huawei expected to be the biggest winners in the shift away from Nvidia and AMD
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Tom's HardwareChina's homegrown AI accelerators to supply 90% of the country's domestic market, analysts suggest — Cambricon and Huawei expected to be the biggest winners in the shift away from Nvidia and AMD
Chinese AI accelerators are set to capture 90% of the country's domestic market as U.S. export controls and Beijing mandates push American-made hardware from AMD and Nvidia out of the market, according to a new report by TrendForce. Cambricon and Huawei are expected to be the biggest beneficiaries of the shift, according to DigiTimes. Yet, the big question is whether Chinese vendors can ship enough AI accelerators to satisfy demand. China on tra…
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