China ditch US AI chips and decides to go its own way

China ditch US AI chip, Beijing has required Chinese tech companies to justify orders for H20 chips, promoting domestic alternatives like Huawei and Cambricon. Bloomberg reported that relevant ministries recently issued a notice to domestic companies, advising them to avoid using Nvidia’s H20 chips, designed specifically for the Chinese market, particularly in government and critical infrastructure sectors.

Why Meta share outperform peers in recent years?

In the storm of DeepSeek that hit American listed artificial intelligence companies hard, Meta was at the center of the storm. Among the major listed artificial intelligence companies, Meta was one of the very few stocks whose stock price not only did not plummet but also hit a new high.

Chinese AI progress and top companies

Chinese AI is not just DeepSeek. Nearly half of the world’s top AI researchers come from China, and only 18% come from the United States. China owns 65% of the world’s artificial intelligence patents.

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