China plans $295B AI data center buildout with domestic chips(qz.com)
qz.com
China plans $295B AI data center buildout with domestic chips
https://qz.com/china-ai-data-center-buildout-295-billion-huawei-chips-060926
https://qz.com/china-ai-data-center-buildout-295-billion-huawei-chips-060926
Additionally, if they continue, which looks likely, to have abundantly cheap electricity, they will be able to out compete high end GPUs by sheer numbers. Cheaper GPUs will also be a commodity that once it gets going will be interesting to see how well they export to consumers / abroad.