China Silicon
Ascend · Cambricon · Biren
Domestic chip stack building under sanctions. Huawei Ascend leads with near-H100 inference performance.
China Cloud
Alibaba · Huawei · Tencent
Cloud providers deploying both Ascend and remaining NVIDIA inventory. Government procurement drives base demand.
Models & Platform
DeepSeek · ERNIE · Qwen · SenseNova
Frontier LLMs closing the gap through architectural innovation. Open-source strategy differentiates from US approach.
China Applications
Social · Commerce · Autonomous
Massive deployment scale in short video, e-commerce, and autonomous driving. AI enhances existing dominant platforms.