NVIDIA’s China Problem: Alibaba, Baidu Adopt Their Own Chips | Vantage with Palki Sharma
NVIDIA, the world's top chipmaker, is facing growing challenges in China. Chinese giants like Alibaba and Baidu are moving to in-house chips. Beijing suspects security risks in NVIDIA’s chips, and U.S. trade restrictions haven't helped. Even a recent deal with the Trump administration — allowing chip sales in exchange for revenue — hasn’t reversed the trend. There’s no official ban, but a quiet sidelining is underway. Is this the beginning of the end for NVIDIA in China? Or will its AI hardware dominance hold? The battle for tech supremacy just got more intense.---
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