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Nvidia (NVDA) Tumbles as Alibaba Tests Homegrown AI Inference Chip | Reuters | Login to see the signal | |
China's Alibaba develops new AI chip to help fill Nvidia void, WSJ reportsSummaryAlibaba is testing a domestically made AI inference chip that could substitute Nvidia's H20 in China, while its cloud revenue jumped 26% in the quarter, highlighting Beijing-driven push for homegrown AI processors amid past U.S. export restrictions on Nvidia. |
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