It’s kinda to be expected. US export controls are preventing the sale of NVida chips to Chinese companies. Those companies can either adapt or go out of business. So, they are adapting. China also have a sizable semi-conductor industrial base; so, we should expect to see some switch to domestic production to de-risk their supply chain. While it will be a long time (if ever) for that domestic production capability to catch up with US based companies, the current situation does give them an incentive and source of funding to try. It will be interesting to see, going forward, if Huawei can improve on their technology and processes to challenge NVidia.

Last month, during iFlyTek’s earnings call, Senior Vice President Jiang Tao once again said the Ascend 910B’s capabilities were “comparable to Nvidia’s A100”.

The A100 is widely considered to be about half the performance of Nvidia’s newest H100. More importantly for LLMs, it’s limited to about half the memory of the H100.

Joe Bidens communist agenda to bolster the Chinese chip industry in action