| ▲ | xbmcuser 2 hours ago | |
They benefit from a strong captive market because Chinese firms cannot use Nvidia chips and are legally barred from processing data abroad, forcing them to rely on domestic infrastructure. | ||
| ▲ | snake_doc 2 hours ago | parent [-] | |
lol what no, AI competition is super competitive in China; bytedance has 50% of the inference market and mostly serves from outside of China https://www.bloomberg.com/news/articles/2026-06-17/microsoft... Bytedance which runs China’s most popular Doubao AI chatbot; is spending $70B in CapEx this year, most of it outside of China (Malaysia, Thailand, Brazil, etc; and they are allowed to lease NVIDIA chips). This is roughly 50% of Microsoft CapEx. https://www.tomshardware.com/pc-components/gpus/chinas-byted... | ||