Chinese AI Firms Adapt to US Chip Restrictions, Maintain Competitive Edge
Tencent and Baidu, China’s tech powerhouses, are navigating US semiconductor export controls with strategic stockpiles and operational adjustments. Despite tightened restrictions on Nvidia and AMD chips, both companies reaffirmed their AI roadmaps during earnings calls.
Tencent’s Martin Lau revealed a substantial GPU reserve, while Baidu’s Dou Shen emphasized cloud-based optimization. The adaptations highlight China’s growing self-reliance in critical technologies amid escalating tech tensions.