China seeks a homegrown alternative to Nvidia — these are some of the companies to watch

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Some of China's giants inclduing Huawei, Alibaba and Baidu are among those trying to create alternative semiconductor tech to Nvidia.

Nvidia with its graphics processing units, or GPUs, has garnered the headlines, as the key piece of hardware required to train up huge AI models, such as the likes seen from OpenAI.

The boom of artificial intelligence and foundational models has only spurred on China's goal of playing a leading role in the chip industry.with its graphics processing units, or GPUs, that has garnered the headlines, as it designs the key piece of hardware required to train up huge AI models, such as the likes seen from OpenAI that underpins ChatGPT.needed to make them.

In its annual report earlier this year, Nvidia explicitly identified Huawei, among other companies, as a competitor in areas such as chips, software for AI and networking products. "Alibaba's AI inference chip has already been deployed to accelerate its recommendation system on its e-commerce platform. Baidu has integrated its Kunlun chip into its data centers and autonomous driving sector," Wei Sun, a senior analyst at Counterpoint Research, told CNBC.Like Nvidia, Biren Technology designs a general purpose GPU and has a software development platform to build applications on top of the hardware.

 

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