Chinese Firm Plans to Build Nvidia Competitor in Months
The company is ByteDance, creator of TikTok. They certainly have the money to do that but do they have the skills. Stay tuned for that.
They plan to finalize the design by early 2027 with production and deployment in the second half of 2027.
In fairness, this is not a start from scratch. An earlier version of the chip has been deployed since late 2025.
ByteDance wants these chips to support their software such as Doubao and Seedance. Credit: Tech Radar
Huawei will be releasing its Ascend 950DT chip later this year. This chip is more suited to intelligent driving that general AI.
But Huawei says the Ascend chip is doubling in compute power at the rate of one generation (doubling) per year. 60 million connected cars are already running on that infrastructure along with two million “intelligent driving vehicles”. Credit: Tech Radar
At the same time Nvidia wants to sell its new Vera chip to China, but that market has fallen to zero because of the Trump tariffs. China has effectively banned companies from buying them. Credit: Tech Radar
And as I reported earlier, China has refused to buy any Nvidia H200 AI chips from Nvidia, costing them up to $30 billion in sales. If those sales happened Trump would have gotten $7.5 billion to help fund whatever projects he wanted. Now that account is zero. Nvidia even flew to China and met with Xi in an effort to reverse the ban. It did not work and Nvidia told investors that its market share in China is now effectively zero. This is China’s way of supporting their domestic chip industry and also telling Trump to take a long walk off a short pier. Credit: Tech Radar
Bottom line is that while the US is attempting to stop China from competing with us, at best, all it is doing is slowing them down. They may not have the latest tech from us, but that is not stopping them from pretty effectively competing.
