Скачать или смотреть AI Chip war: Nvidia VS Alibaba. One is WINNING?!

Alibaba just announced AI inference chips and markets reacted.

We unpack what this means for Nvidia after its latest earnings: data center dominance, margins, and why export rules still shape H20 to China.

We compare Hopper vs Blackwell and discuss a rumored B30A for China, then pivot to Alibaba’s results across China commerce, international commerce, and cloud as the company leans into AI.

We examine CUDA lock-in, Cambricon’s MLU chips vs H100, data center power limits, efficiency-per-token, and the likely hybrid path in China: train on Nvidia, infer on local chips.

Timestamps:
00:00 - Nvidia earnings: segments, margins, data center focus
02:55 - China export policy and why H20 isn’t shipping
04:12 - Hopper vs Blackwell and the B30A talk
07:22 - Inside “The Nvidia Way” and power efficiency
12:19 - Alibaba earnings: commerce cash, cloud growth
22:06 - CUDA , Cambricon vs H100, internal vs external
31:39 - The hybrid reality and what this means next

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