Nvidia Chips Still Dominate Chinese AI Labs
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- Chinese AI labs continue training their most advanced large language models on Nvidia chips, according to sources at major Chinese AI firms.
- Huawei's CANN platform faces steep adoption barriers in China: switching from Nvidia's CUDA requires major code rewriting, keeping Nvidia as the default.
Why it matters: Nvidia's CUDA software lock-in — not just its hardware — keeps Chinese AI labs defaulting to Nvidia, since migrating to Huawei's CANN demands major code rewrites. Huawei can field domestic silicon, but without a comparable software ecosystem it stays the alternative, not the replacement.
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