Insight: China's next AI frontier is silicon, not smarter models

DIGITIMESAugust 28, 2026en

For the past two years, China's AI companies have competed on a single axis: whose model performs best. That contest is starting to give way to a harder one — whether those models can actually run, at scale, on chips made in China, as US restrictions on advanced AI chip exports raise the stakes of that question.

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