Restrictions on U.S. chip exports are beginning to force visible shifts in China’s AI compute strategy, as a shortage of Nvidia accelerators drives cloud providers toward domestic alternatives. According to new reporting by The Wall Street Journal, supply has become tight enough that government officials are now overseeing allocation of remaining high-end parts, prioritizing homegrown options like Huawei’s Ascend series for training and inference workloads.
The impact is reportedly most visible in…
