The strongest Chinese companies in Chips and IA have created a historical alliance

The future of Nvidia in China is increasingly uncertain. The suspicions of the administration of the Chibespace of China about The safety of your GPU H20 for artificial intelligence (AI) force this company to convince the Chinese government that their chips are reliable. However, this is not the only challenge that Nvidia faces in the country led by Xi Jinping. And it is that a good part of the most relevant Chinese companies in the semiconductor industries and AI have allied to encourage the adoption of chips for the Chinese.

During the last fiscal year, which expired on January 26, 2025, China represented approximately 13% of total income of the company led by Jensen Huang with a figure of about 17,000 million dollars. In practice, this Asian country is the third best client of this company only behind the US and Taiwan. In fact, according to TrainingView At the beginning of 2025 Nvidia had a fee in the Chinese chip market for no less than 95%. However, during the last weeks it has dropped to 50%.

This abrupt decrease is largely due to the export restrictions of chips for the The US government has imposedalthough it is also caused by the development of competition within China. And, to curl the curl, Stepfun, which belongs to Tencent Holdings; Infinigence ai; Siliconflow, from Huawei; Metax; Biren Technology; Focus me; Iluvatar Corex; Cambricon Technologies and Moore Threads, which are some of the strongest Chinese companies in the development of chips for AI, They have constituted an alliance who seeks to stop Nvidia.

For Nvidia it is increasingly difficult to sustain its position in China

The Chinese government is urging Chinese companies that are dedicated to the development of large models of the use in their servers integrated circuits of Chinese origin. The alliance for innovation in the model-chips ecosystem, which is what is called the organization that the Chinese companies that I have mentioned a few lines have constituted, represents an important step in this direction. Nvidia has in its favor the mass implementation of CUDA (Compute Unified Device Architecture) In the AI projects that are underway, but the panorama is already beginning to change.

This technology brings together the compiler and development profits used by programmers to develop their software for NVIDIA GPUs, and replace it with another option in The projects that are already underway It is a problem. Huawei, who aspires to an important portion From this market in China, it has Cann (Compute Architecture for Neural Networks), which is its alternative to CUDA. However, this is not the only asset in the country governed by Xi Jinping.

Moore Threads It is one of the Chinese companies that are dedicated to the production of hardware for which companies aligned with the interests of the US and its allies cannot sell software or advanced equipment. Although it is very young (it was founded in 2020) it has something very important in its favor: its founder is Zhang Jianzhong, former general manager of the Nvidia subsidiary in China, so it is evident that he knows well what he has in hand.

Moore Threads has developed several GPU for AI applications that, on paper, rival some of the advanced solutions that have placed in the Nvidia, AMD or Huawei market. The cards MTT S4000 and MTT S3000 They are its most interesting proposals right now, although, curiously, in its porpholio the MTT S80 card also appears, a proposal for games and content creation that, according to Moore Threads itself, has a calculation capacity of 14.4 Tflops in single -precision floating coma operations. It doesn’t impress, but it’s not bad at all.

However, this company has something else: a software package with which the domain of CUDA seeks to break. Muse calls itis compatible with the range of MTT cards that I have mentioned a few lines above and incorporates a compiler, execution libraries, specialized libraries and code purification tools. However, this is not all. On paper its most attractive capacity for China is that it allows to reuse the code written in CUDA, transferring it so that it can be executed on the cards for Moore Threads. It is difficult to predict what reception the hardware and software of this company will have in your country of origin, but there is no doubt that it is worth following the track.

Image | Moore Threads

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