7 July 2026

Survey: Chinese companies plan to allocate 46% of their AI accelerator budget to domestic products in the next 12 months, up from 30% today, a shift from Nvidia (Gao Yuan/Bloomberg)

Gao Yuan / Bloomberg:
Survey: Chinese companies plan to allocate 46% of their AI accelerator budget to domestic products in the next 12 months, up from 30% today, a shift from Nvidia  —  Chinese companies are ditching Nvidia Corp.'s advanced accelerators in favor of domestic silicon, underscoring how tensions …

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