China's semiconductor industry, led by SMIC, is intensifying efforts to achieve self-sufficiency in response to U.S. sanctions restricting access to critical technologies. SMIC's new Jingcheng facility near Beijing is essential to this strategy. Chinese AI chip companies, including MetaX and Enflame, are adapting to U.S. sanctions by submitting less powerful GPU designs to TSMC for production. ByteDance has been renting Nvidia's best chips from Oracle to bypass U.S. restrictions, while Alibaba and Tencent have held discussions with Nvidia about potentially obtaining such chips for data centers they would operate in the U.S. China Telecom and other Chinese companies are exploring similar strategies. $TSM (+2.2% pre) and $NVDA (+1.0% pre) stocks reflect market reactions.
Chinese 🇨🇳 companies are reportedly renting Nvidia GPUs from Oracle to bypass U.S. 🇺🇸 sanctions, according to The Information. ByteDance has been using Oracle's high-end $NVDA graphics processing units, while China Telecom, Alibaba, and Tencent are exploring similar strategies.… https://t.co/Kx3TnnCVkn
Chinese 🇨🇳 companies are reportedly renting Nvidia GPUs from Oracle to bypass U.S. 🇺🇸 sanctions, according to The Information. ByteDance has been using Oracle's high-end Nvidia graphics processing units, while China Telecom, Alibaba, and Tencent are exploring similar… https://t.co/oA4bhPVo27
a fire story from @anissagardizy8 per usual…. how oracle is helping bytedance get around US AI chip export restrictions: https://t.co/4QLtdhJOz7
NEW: Some of China's largest firms are trying to get Nvidia GPUs in a peculiar place: the United States. - ByteDance rents Nvidia H100s from Oracle - Cloud providers Alibaba + Tencent have discussed setting up U.S. data centers for AI https://t.co/KynDWg86Hd @theinformation
While everyone focused on the TikTok ban, ByteDance was able to work around U.S. restrictions to secure NVIDIA AI chips. 🤯 https://t.co/LiDXKaD7Cr https://t.co/0WX0VMFwkc
Sources: ByteDance has been renting Nvidia's GPUs from Oracle to bypass US sanctions; China Telecom and other Chinese companies are using the same loophole (@anissagardizy8 / The Information) https://t.co/g0EqcLnyfp 📫 Subscribe: https://t.co/OyWeKSRpIM https://t.co/Tabg73d5Dd
“Alibaba and Tencent have held discussions with Nvidia about potentially obtaining such chips for data centers they would operate in the U.S., according to a person who has been involved in the talks.” https://t.co/VuJrj0Mqof
“ByteDance, owner of TikTok, has been renting Nvidia’s best chips from Oracle for AI computing, according to two people with knowledge of the arrangement” https://t.co/lUiE80HXBp
$NVDA (+1.0% pre) China’s Nvidia Loophole: How ByteDance Got the Best AI Chips Despite U.S. Restrictions - The Information https://t.co/DOogi2sYg5
China’s Nvidia Loophole: How ByteDance Got the Best AI Chips Despite U.S. Restrictions — The Information https://t.co/gqiSracqSQ
Exclusive: How ByteDance Got Nvidia's Best Chips Despite U.S. Restrictions https://t.co/WUX4MAeZhv From @anissagardizy8.
$TSM (+2.2% pre) Exclusive: Chinese AI chip firms downgrading designs to secure TSMC production - Reuters https://t.co/SR35tZT0p7
China's Tech Firms Design Less-Powerful TSMC Chips to Avoid Sanctions https://t.co/f3mOBiDqqT
Sources: some Chinese AI chip companies, including MetaX and Enflame, are submitting less powerful GPU designs to TSMC to comply with US sanctions (@f_potkin / Reuters) https://t.co/iyiRMRTwzh 📫 Subscribe: https://t.co/OyWeKSRpIM https://t.co/8EbE0DPK58
Chinese AI chip companies are adapting to U.S. sanctions by tweaking designs for TSMC production. How will this impact the global tech landscape? 💻🌏 #AI #TechInnovation https://t.co/8UA2UfmI3Z
🇨🇳CHINA'S CHIP GIANT MOVES TO CUT OUT U.S. TECH China's semiconductor industry, led by SMIC, is intensifying efforts to achieve self-sufficiency in response to U.S. sanctions restricting access to critical technologies. SMIC's new Jingcheng facility near Beijing is essential to… https://t.co/qvcoQ7DG80