AI | Odd Lots: Grace Shao on How Chinese AI Is Different
2026-06-22 08:01:17
China’s AI industry has changed since DeepSeek released a cheap frontier model last year that briefly sent US tech stocks falling. According to Bloomberg, after being locked out of the most advanced chips, Chinese companies are now allowed to buy some Nvidia H200s, and big firms such as Baidu are pushing to become full-stack players with their own chips, models and cloud infrastructure.
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