WSJ - Printing Alibaba Creates AI Chip to Help China Fill Nvidia Void阿里巴巴打造人工智能芯片助力中国填补英伟达空白.pdfVIP

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AlibabaCreatesAIChiptoHelpChinaFill

NvidiaVoid

Chinesetechcompaniessparkmarketexuberancebysignalingtheyarecatchingupto

U.S.

ByRaffaeleHuangandTracyQu

Aug29,202506:31a.m.ET

SINGAPORE—Chinesechipcompaniesandartificial-intelligencedevelopersarebuildingup

theirarsenalofhomegrowntechnology,backedbyagovernmentdeterminedtowintheAIrace

withtheU.S.

Thelatestexample:China’sbiggestcloud-computingcompany,Alibaba,hasdevelopedanew

chipthatismoreversatilethanitsolderchips.

AlibabawaslongoneofthebiggestcustomersofAmericanAI-chipleaderNvidia.Nowitand

otherchipdesignersarefillingthevoidleftafterNvidiaranintoregulatorybarrierstosellingits

productsinChina.

IndustryinsiderssayChinaremainsfarfrombeingabletomakechipsthatcanrivalthemost

advancedAmericanproducts,whichWashingtonbarsChinafromimporting.Chinesefactories

arehobbledbyU.S.restrictionsonaccesstocutting-edgechip-makingtechnology.

Still,companiesarecomingupwithsubstitutesforNvidia’sH20chip,themostpowerfulAI

processoritisallowedtosellinChina.PresidentTrumpinJulyallowedNvidiatoresumeH20

exportstoChina,butsoonafter,Beijingtoldcompaniesnottobuythechipsfornow,citing

potentialsecurityrisksthatNvidiasaysdon’texist.

InJuly,Shanghai-basedMetaXrolledoutanewchipthatitsaidcouldserveasareplacementfor

theH20.ThechiphasbiggermemorythantheH20,boostingitspowerforsomeAItasks,

althoughitconsumesmoreelectricity.MetaXsaidWednesdayitwaspreparingformass

productionofthechip.

Anotherwould-beNvidiarival,Beijing-basedAI-chipdesignerCambriconTechnologies,hada

breakoutApril-Junequarter,postingrevenueof$247milliononrobustordersofitsAI-chip

Siyuan590.Thecompany’sstockpricehasrisensofastthatthecompanywarnedinvestors

Thursdaynottogetsoexuberant.S