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ChinAI Newsletter
“ChinAI #255: Panic buying, speculative booms, and whack-a-mole — what lengths will Chinese companies go to get an NVIDIA A100 chip?” by Jeffrey Ding
Feb 26, 2024
Chinese companies are going to great lengths to acquire NVIDIA A100 chips, even resorting to panic buying and speculative booms. The podcast explores the intense competition in the market, trade restrictions, and the emergence of the A800 as a substitute. It also delves into the role of computing power in AI governance and career opportunities.
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Quick takeaways
- Chinese companies resort to panic buying and speculative tactics to acquire high-end AI chips like the NVIDIA A100 amidst export restrictions.
- ByteDance emerges as a major player by purchasing a significant quantity of A100 chips, sparking a price war and competition in the market.
Deep dives
Demand for High-End AI Chips
Chinese companies are engaging in panic buying and speculative activities to acquire high-end AI chips, such as the NVIDIA A100. Despite export restrictions and limited supply, companies like Pin doo doo and Kingsoft are competing fiercely to obtain these chips through unauthorized channels, resulting in skyrocketing prices.
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Discover
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