{"id":"6ce33c37591f973eb3aace4a8a88ff8a9783ddd28e4d37ac1ea752b3ecf818cd","title":"Viola Zhou reports in Rest of World on China’s effort to reduce reliance on Nvidia","argument":"On September 1, 2025, Viola Zhou reports in Rest of World that DeepSeek said its latest model was compatible with domestic AI chips expected soon, drawing investor interest to Chinese chipmakers. U.S. export controls and uncertainty over access to Nvidia chips create an opportunity for domestic designers, but Zhou says it remains unclear which companies will fill the gap. She describes obstacles including high research and development costs, a small customer base, U.S. blacklisting, and limited chip fabrication capacity. Semiconductor analyst Ray Wang says success will hinge on finding commercial partners beyond state-backed companies; he predicts perhaps only a few Chinese GPU companies can survive. 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