Goodbye Nvidia. Goodbye, Taiwan, goodbye asml.....

[syed putra]

Sayonara.

Meet Cambricon: how 2 ‘genius brothers’ created China’s potential rival to Nvidia​

The Chen brothers were students in an elite CAS ‘genius youth class’, a special programme designed to train top local talent​

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https://www.scmp.com/policies-and-standards#participation

Wency Chenin Shanghai
Published: 6:00pm, 26 Aug 2025Updated: 3:17pm, 27 Aug 2025

The hottest company in China right now is Cambricon Technologies, an artificial intelligence chipmaker whose stock has surged about 10-fold over the past two years, driven by expectations that it could be a serious challenger to Nvidia in the mainland market.

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The frenzy over Cambricon, whose stock is trading at an eye-watering trailing 12-month price-to-earnings ratio above 4,000 – compared to under 60 for Nvidia – reflects a growing belief in China that the country is on a path to develop an AI ecosystem independent from US hardware.

Chinese model developer DeepSeek’s recent suggestion that the country’s “next-generation home-grown AI chips” were just around the corner has ignited enthusiasm about Cambricon’s prospects, analysts said.

 

[ftan42]

The recent cancellation of NVIDIA's H20 chip order by China has sparked speculation about the true reasons behind this decision. According to reports, China has discovered a flaw in the chip, which NVIDIA's CEO, Jensen Huang, has denied. If these allegations are true, it may indicate that China has developed its own alternative to the H20 chip, reducing its reliance on NVIDIA's technology.

 

[laksaboy]

Anyone who still believes everything published on SCMP in 2025 is just not very smart. End of story.

 

[k1976]

The recent cancellation of NVIDIA's H20 chip order by China has sparked speculation about the true reasons behind this decision. According to reports, China has discovered a flaw in the chip, which NVIDIA's CEO, Jensen Huang, has denied. If these allegations are true, it may indicate that China has developed its own alternative to the H20 chip, reducing its reliance on NVIDIA's technology.

China has the ability to produce some limited qty 5nm or even 3nm chips. They are not in hurry to get Nvidia as Tiong AI SW seem to be more resource efficient than AMDK model

Moreover, China Nuclear, hydro and solar new energy sector is able to generate more electricity at more sustainable mode

 

[eatshitndie]

if this is true ccp doesn’t need to buy watered-down gpus from nvidia anymore. but because it’s not true ccp needs to persuade trump to ship millions of nvidia chips to tiongcock in the tariff deal.

 

[syed putra]

Moreover, China Nuclear, hydro and solar new energy sector is able to generate more electricity at more sustainable mode

China still building new coal power stations.