On the Shifting Global Compute Landscape

The status quo of AI chip usage, that was once almost entirely U. S.-based, is changing. China’s immense progress in open-weight AI development is now being met with rapid domestic AI chip development. In the past few months, highly performant open-weight AI models’ inference in China has started to be powered by chips such as Huawei’s Ascend and Cambricon, with some models starting to be trained using domestic chips.