Commentary: No Nvidia, no problem – China plays the long game on AI chips
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By doubling down on Huawei and domestic chipmakers, China shows it is willing to lose ground now to achieve its AI future, says IMD’s Howard Yu. LAUSANNE, Switzerland: China has put its near-term progress in the global AI race with the United States on the line. By banning its largest tech companies from buying Nvidia’s chip s, Beijing is forcing ByteDance, Alibaba and others to rely on Huawei and other domestic suppliers. It is a gamble, but the world’s second-largest economy has clearly
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