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Chinese companies are ramping up homegrown AI chips, even if Nvidia is coming back
Chinese tech companies have turned to domestic chips as Nvidia has remained shut out of the market.
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the-decoder.com
Tencent plans to ramp up AI spending as China's chip supply allegedly improves
Tencent plans to significantly boost AI infrastructure spending in the second half of 2026, as Chinese chipmakers ramp up domestic AI chip production. The company also posted…
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cnbc.com
Chinese companies are ramping up homegrown AI chips, even if Nvidia is coming back
Chinese tech companies have turned to domestic chips as Nvidia has remained shut out of the market.
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Ten Chinese firms including ByteDance reportedly get US clearance for AI chips they're not allowed to accept
The US has cleared roughly ten Chinese companies—including Alibaba, Tencent, and ByteDance—to buy up to 75,000 Nvidia H200 chips each. But not a single chip has shipped. According…
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Cramer backs Nvidia selling AI chips in China — but says the stock can thrive either way
CNBC’s Jim Cramer said Nvidia should be allowed to sell AI chips in China, arguing it is better to keep Chinese companies reliant on American technology.