Скачать или смотреть China’s New GPUs Are Breaking Nvidia’s Monopoly

For nearly 20 years, Nvidia has dominated the GPU and AI acceleration market. But China is fighting back. Fueled by U.S. export bans and a mission to achieve chip independence, companies like Huawei are building a homegrown GPU ecosystem—hardware, software, and supercomputers included.

In this video, we dive deep into how China is challenging Nvidia’s monopoly. From Huawei's Ascend 910C and CloudMatrix 384 supercomputer to emerging startups like Lisuan and Moore Thread, we explore who’s succeeding, who’s struggling, and whether Nvidia’s dominance is truly under threat.

With performance gains, rising developer ecosystems like MindSpore and CANN, and the potential to lose $15 billion in Chinese sales, Nvidia is facing its greatest challenge yet—not just from technology, but from geopolitics.

Watch until the end to understand how this East vs West tech war could reshape the global AI landscape.
Chapters:

0:00 - Intro: Nvidia's Global GPU Dominance
0:45 - China’s GPU Problem and National Strategy
1:25 - Huawei Leads the Charge with Ascend and CANN
2:18 - Supercomputing: CloudMatrix vs NVL72
3:00 - Chinese GPU Startups: Promise and Pitfalls
3:48 - Chip Manufacturing and Process Node Challenges
4:20 - FPGA Innovations and Alternative Architectures
5:00 - Software War: CUDA vs MindSpore and CANN
5:42 - Nvidia’s Shrinking Share in China
6:15 - Economic and Supply Chain Obstacles
6:48 - Global Consequences and the Future of AI Acceleration
7:20 - Conclusion: A Fractured Tech World