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Chinese GPU developers, including Iluvatar Corex, Moore Threads, Enflame Technology, Sophgo, and Huawei Technologies' Ascend, showcased their offerings at the World Artificial Intelligence Conference in Shanghai. With Nvidia absent from the event due to US export restrictions, the Chinese developers compared their own GPU offerings to Nvidia's. Enflame's chief ecosystem officer highlighted the need to increase the application of home-grown computational power in China by reducing barriers. While major Chinese chip developers face manufacturing hurdles due to trade blacklisting, Chinese AI solutions firm Infinigence is offering compute resources that use chips from various vendors, including Chinese GPU makers and Nvidia.
Nvidia chips tailored for Chinese clients are still popular despite restrictions. However, experts note that China's in-house technology and supply chain are still behind global peers in terms of performance. In the financial year ended January 28, mainland China remained Nvidia's third-largest market, with sales increasing by 78%.
Brief news summary
Chinese GPU developers are capitalizing on Nvidia's absence at a recent AI conference in China to promote their own offerings. Iluvatar Corex, Moore Threads, Enflame Technology, Sophgo, and Huawei Technologies' Ascend were in the spotlight at the World Artificial Intelligence Conference in Shanghai, where Nvidia's name was invoked constantly by the Chinese chip makers comparing their products. China's computing clusters are transitioning from being dominated by foreign GPUs to a combination of Chinese GPUs and foreign ones. However, there are challenges related to manufacturing and software ecosystem bottlenecks. Nvidia is restricted from exporting its most advanced chips to China due to US export restrictions, and major Chinese chip developers are also facing manufacturing hurdles. Despite these obstacles, the demand for AI GPUs in China remains strong, and Chinese developers are exploring ways to meet this demand using both domestic and foreign technologies.
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