Sun, 05 Oct 2025
Beijing has urged local firms to use homemade chips. But is China ready to turn away from Nvidia?
* China investing heavily in AI and robotics
* Beijing targeting high-end chip production to reduce reliance on imports
* Chinese companies like Alibaba, Huawei, MetaX, and Cambricon Technologies making strides in chip development
* Nvidia CEO Jensen Huang warns China is "nanoseconds behind" the US in chip development, but acknowledges China's talent pool and domestic competition as strengths
* Experts caution that China's claims may be exaggerated due to lack of data and testing benchmarks
* China aims to reduce dependence on American chips, but still relies on them for advanced projects
* US export restrictions and tariffs war with China making it harder for Beijing to achieve its goals
* China's state-led approach can be both a strength and weakness in the tech sector.
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