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China's AI buildout constrained by chip shortage despite cheap energy push
ExpansiónLO·CN · US·2 days ago
Chinese tech giants are increasingly relying on alternative chips not originally designed for advanced AI to meet computing demand, as US export controls limit access to Nvidia's high-end processors. The shift highlights the effectiveness of US restrictions and the difficulty of domestic substitution, with implications for China's AI ambitions and global semiconductor supply chains.
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