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Alibaba looks to end reliance on Nvidia for AI inference
Alibaba's new AI chip aims to handle diverse inference tasks and is domestically fabricated, marking a strategic move amid U.S. export restrictions and Beijing's push for technological self-reliance.
7 Articles
7 Articles
Alibaba's New AI Chip Sparks Nvidia Dip, But Ross Gerber Calls It 'Laughable' Posturing To Still Secure Blackwell Sales - Alibaba Gr Hldgs (NYSE:BABA), NVIDIA (NASDAQ:NVDA)
Alibaba's new AI chip aimed at reducing reliance on Nvidia sent the chipmaker's stock lower Friday, but investor Ross Gerber dismissed the move as "laughable" posturing that won't diminish demand for Nvidia's Blackwell GPUs.
Alibaba unveils new AI chip as China races to replace Nvidia’s H20 amid U.S. ban - Tech Startups
Alibaba is testing a new artificial intelligence chip that could play a big role in China’s push to cut reliance on U.S. technology. The Wall Street Journal reported Friday that the chip, developed in-house, is built to handle a wider […] The post Alibaba unveils new AI chip as China races to replace Nvidia’s H20 amid U.S. ban first appeared on Tech Startups.
[Digital Daily Reporter Kim Moon-ki] As US export restrictions become more stringent, China is accelerating its efforts to become self-sufficient in semiconductors. Alibaba, China's largest e-commerce and cloud company, is actively reducing its dependence on Nvidia by unveiling a new AI chip. According to the Wall Street Journal on the 29th (local time), the chip unveiled by Alibaba is dedicated to AI inference, optimized for the stage where lar…
China intensifies its technological career in artificial intelligence with local chips, while Alibaba and other companies seek alternatives to Nvidia. *** Alibaba introduced a new versatile chip for inference tasks at IA. MetaX and Cambricon launched processors as substitutes for Nvidia’s H20. Beijing boosts a fund of $8.4 billion to strengthen its AI chain. Driven by U.S. restrictions on export of advanced chips, China’s leading companies are s…
While gold breaks out in terms of charts, Nvidia breaks in: Wall Street finally realized that China actually imposed an embargo on Nvidia! This was clear for a long time – but it was only the announcement that Alibaba will replace the chips of Nvidia for China that caused a price reaction. Yesterday, it had hailed the US chip giant [...] The post Gold breaks out, Nvidia breaks in – Wall Street finally realizes China-Embargo! Market whispers appe…
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