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Who’s making chips for AI? Chinese manufacturers lag behind US tech giants


Researchers in China say they are finding themselves five to ten years behind their US counterparts as export restrictions bite.

Nvidia chief executive Jensen Huang shows off the new Blackwell GPU chip (left) at an 18 March event in San Jose, California.Credit: David Paul Morris/Bloomberg via Getty The AI boom has also sparked a global race to produce increasingly powerful computer chips that can cope with the large data sets needed to train and execute models. Jenny Xiao, a partner at the research-focused AI investment fund Leonis Capital in San Francisco, California, says a “black market” for high-end chips has developed in China.

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