Chinese companies are ramping up homegrown AI chips, even if Nvidia is coming back
Neil Shah, partner at Counterpoint Research, said that as Chinese firms push toward “agentic AI,” the idea of AI systems carrying out more complex tasks, they will require more advanced chips. That means Nvidia’s H200 product will be welcomed, he said.
“We are seeing the Chinese AI roadmap pivot towards ‘domestic-only’ with AI training infrastructure,” Shah told CNBC. But he added that the “race towards Agentic AI” had shifted “from training to massive inference scaling” − the process of actually running AI models that have been trained.
“Chinese hyperscalers simply cannot afford to wait,” Shah said, adding: “The timing is right for NVIDIA H200 to get adopted in what could be a hybrid AI inferencing infrastructure based on Chinese and U.S. chips to scale the infrastructure sooner rather than later.”
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