Chinese tech giants reveal how theyre dealing with U.S. chip curbs to stay in the AI race
Summary
But, Lau said, contrary to American companies belief that GPU clusters need to expand to create more advanced AI, Tencent is able to achieve good training results with a smaller group of such chips. "I think there are a lot of ways [in] which we can fulfill the expanding and growing inference needs, and we just need to sort of keep exploring these venues and spend probably more time on the software side, rather than just brute force buying GPUs," Lau said. "With foundation models driving up the need for a massive computing power, the abilities to build and manage large scale GPU clusters and to utilize GPUs effectively has become key competitive advantages," Shen said. "Domestically developed self-sufficient chips, along with [an] increasingly efficient home-grown software stack, will jointly form a strong foundation for long-term innovation in Chinas AI ecosystem," Shen said. Different segments have made varying levels of progress, but China has been surprisingly extremely consistent and ambitious in this goal, and one must admit that they have achieved decent success," Gupta told CNBC by email.