As the United States tightens its export controls on advanced artificial intelligence technology, Chinese tech giants are racing to build a self-reliant future—one that no longer depends on Nvidia.
Leading companies like Huawei, Alibaba, and Tencent are significantly increasing their investments in domestic AI chip development. At the same time, they are optimizing their AI software to ensure compatibility with homegrown processors, such as Huawei’s Ascend series.
This shift marks a broader strategic transformation in China’s tech landscape—moving away from reliance on foreign suppliers and toward self-sufficiency in key technologies like semiconductors and AI infrastructure.
Industry experts believe this is not merely a reactive measure to U.S. sanctions but part of a long-term national strategy to strengthen China’s technological independence. As domestic AI chip ecosystems mature, China is positioning itself for the next phase of global AI competition—without Nvidia at the center.