What's happened
Big tech companies in China navigate US tech export controls to secure AI chips for model development.
Why it matters
The story is significant as it highlights the impact of US tech export controls on AI chip supply for big tech companies in China, potentially affecting the pace of AI development and leading to a consolidation of Chinese AI companies around leading language models.
What the papers say
The South China Morning Post reports on Baidu's CEO Robin Li's confidence in having enough AI chips to continue developing its Ernie large language model for the next two years, while Tencent's president Martin Lau reassures that the company has 'enough chips' for the development of its Hunyuan AI model despite US tech export controls. The Times provides insights into Nvidia's launch of its most advanced super-chip, the H200, with greater memory and faster AI model training, highlighting the company's dominance in the AI market.
How we got here
The articles span over a week, with reports on big tech companies in China securing AI chips to navigate US tech export controls and continue AI model development.
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Nvidia Corporation is an American multinational technology company incorporated in Delaware and based in Santa Clara, California.
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Artificial intelligence, sometimes called machine intelligence, is intelligence demonstrated by machines, unlike the natural intelligence displayed by humans and animals.