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A comment on Alibaba's New AI Chip Unveiled: Key Specifications Comparable to H20. Parent comment

Re:Alibaba's New AI Chip Unveiled: Key Specifications Compar... by rapsey on Wednesday September 17, 2025 @12:38PM (#45278122)
The market size for chinese chips is much like EVs. The entire world outside of the US. Like I said, Chinese dominance is inevitable.
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Re:Alibaba's New AI Chip Unveiled: Key Specifications Compar... by yorwba on Wednesday September 17, 2025 @01:02PM (#45278462)
Most of the rest of the world can buy Nvidia if they want to. And I don't think the EV comparison works, since China already had a large domestic market and established ICE car companies who could afford to electrify some of their lineup and slowly gain market share this way.
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Re:Alibaba's New AI Chip Unveiled: Key Specifications Compar... by rapsey on Wednesday September 17, 2025 @01:21PM (#45278703)
That is not at all the case. Biden export controls for nvida chips are still in place. China also has a large domestic market for chips. The rest of the world would gladly buy competitive Chinese chips.
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