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China's AI growth will be 'largely unaffected' by chip export rules, analysts say

  • Banning Nvidia chips won't halt China's AI progress, analysts say.
  • Chinese firms are reducing reliance on Nvidia, finding alternatives like Huawei.
  • Banning H20 chip exports would 'make no sense,' according to Bernstein.
  • Chinese companies have found ways to perform model training on unrestricted edge devices and have moved much of the inference workloads to Nvidia alternatives.

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