Alibaba Group Holding Ltd. last week had announced it cancelled the listing of its cloud services business, citing US restrictions on purchases of top-end semiconductors. That explanation doesn’t make sense. Instead, it betrays a bigger truth about the supply of advanced chips that afflicts companies in both China and abroad.

In the past two weeks, social-media giant Tencent Holdings Ltd. and Lee Kai-fu’s startup 01.A1 boasted they have plenty of the Nvidia Corp. graphics processing units, or GPUs, required to build and run their artificial-intelligence models. Shenzhen-based Tencent told investors it has stockpiled enough H800 GPUs to develop its Hunyuan AI system for a couple of generations. Lee, who is also chief executive officer of venture capital fund Sinovation Ventures and author of AI Superpowers, said he has sufficient supply of Nvidia GPUs to last 18 months. That achievement helped him grow 01.A1, a builder of large-language models, into a unicorn within just eight months of founding.

QOSHE - Alibaba Shows Gap Between Chip Haves and Have-Nots - Tim Culpan
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Alibaba Shows Gap Between Chip Haves and Have-Nots

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21.11.2023

Alibaba Group Holding Ltd. last week had announced it cancelled the listing of its cloud services business, citing US restrictions on purchases of top-end semiconductors. That explanation doesn’t make sense. Instead, it betrays a bigger truth about the........

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