Liang Wenfeng, a Chinese AI leader, stated that Huawei's Ascend chips are a viable alternative to NVIDIA's CUDA ecosystem, despite higher costs, driven by an inevitable domestic substitution trend under compute restraints. He noted that China's AI gap with the US is one year, but domestic compute utilization is only one-tenth of the US, with chip supply being the primary bottleneck. The company's core strategy focuses on AGI, actively abandoning consumer traffic wars and short-term commercialization for baseline safeguards.
China's AI development is structurally constrained by chip supply, driving domestic substitution efforts and prioritizing AGI over short-term commercialization.