China’s SMIC sees AI computing crunch until 2028 as Nvidia heat risks tighter chip curbs

1 source1 article First seen 6 hours ago Updated 6 hours ago China Truth score 41

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Summary

China’s Semiconductor Manufacturing International Corporation (SMIC) is betting that a relentless data centre buildout will keep artificial intelligence computing power in short supply for the next two years. The bullish forecast comes as scrutiny over former Nvidia CEO Jensen Huang threatens to intensify Washington’s curbs on Chinese access to advanced American processors – a shift that could accelerate China’s reliance on domestic foundries. “By the middle to the second half of 2028 …...

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South China Morning Post Leans right Factuality: High HK 6 hours ago
China’s SMIC sees AI computing crunch until 2028 as Nvidia heat risks tighter chip curbs
China’s Semiconductor Manufacturing International Corporation (SMIC) is betting that a relentless data centre buildout will keep artificial intelligence computing power in short supply for the next two years. The bullish forecast comes as scrutiny over former Nvidia CEO...