On November 13th, it was reported that US chip export restrictions are forcing a significant shift in China's artificial intelligence computing strategy. Due to the shortage of NVIDIA chips, Chinese cloud service providers are turning to domestic alternatives, prioritizing domestic chips such as Huawei Ascend series for training and inference workloads. It is reported that this impact is most evident in China's public cloud and state funded data center projects, which have now been officially banned from using foreign artificial intelligence chips.
At the same time, developers are rewriting code and rebuilding workloads to run on domestic AI chips such as Huawei Ascend 910B and 910C. Among them, the Ascend 910C is gradually becoming the preferred choice. As an upgraded version of the Ascend 910B, the 910C encapsulates two 910B chips in one chip and is currently in mass production, becoming the first domestically produced chip to be deployed on a large scale in the field of artificial intelligence.
China's two major cloud service providers, Alibaba and Baidu, have also begun to shift to independently developed AI chips, which run on domestically produced software and hardware and can promote development without using NVIDIA's latest chips. For NVIDIA, export restrictions and the decreasing reliance on its products in the Chinese market have completely lost its market share in China.
