New AI Chip from Alibaba -- China Building a Non American Tech Industry
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China's AI Hardware Push: Alibaba Unveils New Inference Chip
Understand how China is independently developing critical AI hardware, forcing a global technological split, and what this means for your purchasing decisions.
Short Summary
- Alibaba advanced its cloud infrastructure by launching a new AI chip manufactured at the 7nm process node.
- US export controls are creating regulatory burdens that pressure global tech professionals to choose between US-centric and China-centric technology stacks.
- China is heavily investing in domestic hardware ($53 billion commitment), recognizing that hardware supply chains determine long-term AI dominance.
- This shift signals a potential bifurcation of global tech into two distinct ecosystems (Western vs. Chinese).
This discussion centers on Alibaba's response to US restrictions—creating proprietary AI inference chips—and analyzes the long-term geopolitical implications for technology infrastructure worldwide. Eli argues that global reliance on Western technology may soon be challenged as China builds systems for 80% of the planet.
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Top Comments (10)
My first two phones were Huawei. Then my country banned them for 'security' reasons. Then they imprisoned their CEO. It's almost like we can't compete on commercial grounds.
AI is now in the school syllabus for Primary and Secondary Schools in China. Compulsory. So is Robotics.
There’s something very American about the Chinese and something very Chinese about Americans. I’m glad cause they make very intuitive products in the same way we used to do. Good competition is great for everyone and that’s all China wants.
I'm from Brazil and I just subscribed to the channel, congratulations on your work, very good!
There’s nothing wrong with wanting your country to do better for its people. We need leadership that does instead of wasting it on endless wars
*CHYYYNA, CHYYYNA, CHYYYNA!!!* ~ Donald Blumpf 🌮
Let's not forget the power differential. China has created two US power grids in the last 20 years and still building. Building power plants in the US have a 6 year generator backlog and you have to pay for the privilege of being on the next in line list.
Why help your enemy shoot themselves in the foot when they are perfectly fine at making the gun, holding the gun, making the bullets, loading the gun with said bullets, and aiming squarely at their own foot and having fun while doing it and giving everyone else a great show to watch? For China, it's a show they are willing to watch and the price of admission is time.
The RTX 3090 was on a 8nm process, that was in 2020.
as a non chinese, I'm brazilian, I don't want to buy any tech from US. China is way more interesting right now and probably in the future
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Top Comments (10)
My first two phones were Huawei. Then my country banned them for 'security' reasons. Then they imprisoned their CEO. It's almost like we can't compete on commercial grounds.
AI is now in the school syllabus for Primary and Secondary Schools in China. Compulsory. So is Robotics.
There’s something very American about the Chinese and something very Chinese about Americans. I’m glad cause they make very intuitive products in the same way we used to do. Good competition is great for everyone and that’s all China wants.
I'm from Brazil and I just subscribed to the channel, congratulations on your work, very good!
There’s nothing wrong with wanting your country to do better for its people. We need leadership that does instead of wasting it on endless wars
*CHYYYNA, CHYYYNA, CHYYYNA!!!* ~ Donald Blumpf 🌮
Let's not forget the power differential. China has created two US power grids in the last 20 years and still building. Building power plants in the US have a 6 year generator backlog and you have to pay for the privilege of being on the next in line list.
Why help your enemy shoot themselves in the foot when they are perfectly fine at making the gun, holding the gun, making the bullets, loading the gun with said bullets, and aiming squarely at their own foot and having fun while doing it and giving everyone else a great show to watch? For China, it's a show they are willing to watch and the price of admission is time.
The RTX 3090 was on a 8nm process, that was in 2020.
as a non chinese, I'm brazilian, I don't want to buy any tech from US. China is way more interesting right now and probably in the future