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China spent the last year building an alternative to Nvidia.
Tencent and Alibaba are ramping up investment in developing and producing domestic GPU chips.
KEY POINTS
- Alibaba's T-Head division has reached scaled mass production of proprietary GPUs for its data centers.
- Despite US export bans, the US reportedly approved some Nvidia chip sales to major Chinese firms.
- Chinese hyperscalers are focusing on agentic AI which may exceed current domestic chip capabilities.
COMPANIES
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