Sources: Alibaba, Tencent, Baidu, and ByteDance aren't keen on buying Nvidia's lower-powered AI chips and are shifting some orders to Huawei's China-made chips
Chinese buyers are pushing back against the lower-powered AI chips it hopes to sell to them in response to U.S. export curbs
After the U.S. barred Nvidia from selling high-end AI chips to China, the company quickly designed a new lineup. One problem: Some of its biggest buyers aren't so keen on its lower-powered chips. https://www.wsj.com/... https://www.wsj.com/...
Nvidia to Chinese customers: Here are the most powerful chips that the U.S. government will let us sell you. Chinese customers to Nvidia: We're not interested. @raffaelehuang @asafitch @TokyoWoods https://www.wsj.com/... https://www.wsj.com/...