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Yahoo
4 hours ago
- Business
- Yahoo
Omdia: China Hyperscalers Commercialize AI Amid Export Restrictions but Modern GPUs Remain Limited
LONDON, July 23, 2025--(BUSINESS WIRE)--What are the biggest cloud providers in Asia doing to meet the rising demand for AI inference? Omdia's latest research offers an in-depth look at the evolving challenges of AI inference operations, the key trade-offs between throughput, latency, and support for diverse AI models, and the possible solutions. The report provides detailed coverage of companies such as Huawei, Baidu, Alibaba, ByteDance, Tencent, NAVER, and SK Telecom Enterprise. It examines which GPUs, AI accelerators, and AI-optimized CPUs these companies offer, their pricing, the stockpile of NVIDIA GPUs, their AI service portfolios, and the current status of their own AI models and custom chip projects. Despite heavy stockpiling of NVIDIA H800 and H20 GPUs during 2024 and early 2025, prior to the imposition of US export controls, these high-performance chips are difficult to find in Chinese cloud services, suggesting they are primarily used for the hyperscalers' own model development projects. Similarly, there are relatively few options that use any of the Chinese AI chip projects; exceptions include Baidu's on-premises cloud products and some Huawei Cloud services, although they remain limited. Chinese hyperscale companies are well advanced in adopting best practices such as decoupled prefill and generation and publish seminal research in fundamental AI; however, the research papers often mention that the training runs are carried out using Western GPUs, with a few notable exceptions. "The real triumph in Chinese semiconductors has been CPUs rather than accelerators," says Omdia Principal Analyst and author of the report, Alexander Harrowell. "Chinese Arm-based CPUs are clearly in production at scale and are usually optimized for parallel workloads in a way like Amazon Web Services' Graviton series. Products such as Alibaba's YiTian 710 offer an economically attractive solution for serving the current generation of small AI models such as Alibaba Qwen3 in the enterprise, where the user base is relatively small and workload diversity is high." If modern GPUs are required, the strongest offering Omdia found was the GPU-as-a-service product SK Telecom is building in partnership with Lambda Labs. Omdia observed significant interest in moving Chinese workloads outside the great firewall in hopes of accessing modern GPUs and potentially additional training data. Among other important findings, nearly all companies now offer models-as-a-service platforms that enable fine-tuning and other customizations, making this one of the most common ways for enterprises to access AI capabilities. Chinese hyperscalers are especially interested in supporting AI applications at the edge. For example, ByteDance, offers a pre-packaged solution to monitor restaurant kitchens and report whether chefs are wearing their hats. ABOUT OMDIA Omdia, part of Informa TechTarget, Inc. (Nasdaq: TTGT), is a technology research and advisory group. Our deep knowledge of tech markets grounded in real conversations with industry leaders and hundreds of thousands of data points, make our market intelligence our clients' strategic advantage. From R&D to ROI, we identify the greatest opportunities and move the industry forward. View source version on Contacts Fasiha Khan: Error in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data
Business Wire
4 hours ago
- Business
- Business Wire
Omdia: China Hyperscalers Commercialize AI Amid Export Restrictions but Modern GPUs Remain Limited
LONDON--(BUSINESS WIRE)--What are the biggest cloud providers in Asia doing to meet the rising demand for AI inference? Omdia's latest research offers an in-depth look at the evolving challenges of AI inference operations, the key trade-offs between throughput, latency, and support for diverse AI models, and the possible solutions. The report provides detailed coverage of companies such as Huawei, Baidu, Alibaba, ByteDance, Tencent, NAVER, and SK Telecom Enterprise. It examines which GPUs, AI accelerators, and AI-optimized CPUs these companies offer, their pricing, the stockpile of NVIDIA GPUs, their AI service portfolios, and the current status of their own AI models and custom chip projects. Despite heavy stockpiling of NVIDIA H800 and H20 GPUs during 2024 and early 2025, prior to the imposition of US export controls, these high-performance chips are difficult to find in Chinese cloud services, suggesting they are primarily used for the hyperscalers' own model development projects. Similarly, there are relatively few options that use any of the Chinese AI chip projects; exceptions include Baidu's on-premises cloud products and some Huawei Cloud services, although they remain limited. Chinese hyperscale companies are well advanced in adopting best practices such as decoupled prefill and generation and publish seminal research in fundamental AI; however, the research papers often mention that the training runs are carried out using Western GPUs, with a few notable exceptions. 'The real triumph in Chinese semiconductors has been CPUs rather than accelerators,' says Omdia Principal Analyst and author of the report, Alexander Harrowell. 'Chinese Arm-based CPUs are clearly in production at scale and are usually optimized for parallel workloads in a way like Amazon Web Services' Graviton series. Products such as Alibaba's YiTian 710 offer an economically attractive solution for serving the current generation of small AI models such as Alibaba Qwen3 in the enterprise, where the user base is relatively small and workload diversity is high.' If modern GPUs are required, the strongest offering Omdia found was the GPU-as-a-service product SK Telecom is building in partnership with Lambda Labs. Omdia observed significant interest in moving Chinese workloads outside the great firewall in hopes of accessing modern GPUs and potentially additional training data. Among other important findings, nearly all companies now offer models-as-a-service platforms that enable fine-tuning and other customizations, making this one of the most common ways for enterprises to access AI capabilities. Chinese hyperscalers are especially interested in supporting AI applications at the edge. For example, ByteDance, offers a pre-packaged solution to monitor restaurant kitchens and report whether chefs are wearing their hats. ABOUT OMDIA Omdia, part of Informa TechTarget, Inc. (Nasdaq: TTGT), is a technology research and advisory group. Our deep knowledge of tech markets grounded in real conversations with industry leaders and hundreds of thousands of data points, make our market intelligence our clients' strategic advantage. From R&D to ROI, we identify the greatest opportunities and move the industry forward.
Yahoo
7 hours ago
- Business
- Yahoo
Chinese Stocks in Hong Kong Poised for Highest Close Since 2021
(Bloomberg) -- A key gauge of Chinese stocks traded in Hong Kong was on course for its highest close since November 2021, boosted by easing Sino-American trade tensions and gains in heavyweight tech shares. Trump Awards $1.26 Billion Contract to Build Biggest Immigrant Detention Center in US Why the Federal Reserve's Building Renovation Costs $2.5 Billion Salt Lake City Turns Winter Olympic Bid Into Statewide Bond Boom Milan Corruption Probe Casts Shadow Over Property Boom How San Jose's Mayor Is Working to Build an AI Capital The Hang Seng China Enterprises Index jumped as much as 1.8% on Wednesday, topping a previous year-to-date high hit on March 18. Baidu Inc. and Tencent Holdings Ltd. were among the top performers in the gauge. Hong Kong's benchmark Hang Seng Index advanced 1.6%. The move cements a rapid rebound following the April turmoil triggered by US President Donald Trump's tariff threats. Treasury Secretary Scott Bessent said he will meet his Chinese counterparts in Stockholm next week for discussion aimed at extending a tariff truce, suggesting a continued stabilization in ties after the US recently eased chip curbs and China resumed rare earths exports. Investors are also looking to the country's Politburo meeting later this month to set the tone for policy measures in the second half of the year. Markets have reacted positively to recent moves by Beijing to curb excessive price wars and overcapacity in some sectors, seeing them as a significant step toward tackling deflation. 'Geopolitical tensions between China and the US de-escalated notably not only for trade issues but also the technology disputes,' said Jason Chan, a senior investment strategist at Bank of East Asia. Trump saying he may meet President Xi Jinping in the near future has boosted optimism that trade talks between two nations are on the right track, he added. The Hang Seng China gauge has gained roughly 26% so far this year, beating the S&P 500's 7% advance and the MSCI Asia Pacific Index's 15% advance. HSCEI is trading at about 10 times its forward earnings estimates, below the Asian benchmark's ratio of nearly 15. On the mainland, the CSI 300 Index has climbed about 5% for the period. Despite a slew of positives, some analysts warn the rally may take a breather. Strategists at UBS said Hong Kong stocks will have limited upside for the rest of this year, citing potential earnings downgrades driven by intensifying competition in food delivery and other sectors. Wednesday's equity moves track broad gains across Asia, aided by Trump's announcement of a deal with Japan that puts levies at 15% — down from a threatened 25% tariff. MSCI's China Index, which includes both onshore and offshore stocks, gained nearly 2% on Wednesday, headed for its highest close since February 2022. Stocks in Hong Kong have been supported in 2025 by a surge in inflows from mainland investors. Southbound net inflows expanded by another HK$2.7 billion ($344 million) Tuesday, taking this year's total to HK$800 billion, a whisker away from 2024's previous record of HK$808 billion. 'The market had rallied to some degree but it's not expensive still compared to some other markets,' said Keiko Kondo, head of multi-asset investments for Asia at Schroder Investment Management. 'So from the valuation point, it doesn't stretch, therefore I think there is definitely room to go.' --With assistance from Zhu Lin. (Updates with analyst comment in fifth paragraph.) Elon Musk's Empire Is Creaking Under the Strain of Elon Musk Burning Man Is Burning Through Cash A Rebel Army Is Building a Rare-Earth Empire on China's Border Thailand's Changing Cannabis Rules Leave Farmers in a Tough Spot How Starbucks' CEO Plans to Tame the Rush-Hour Free-for-All ©2025 Bloomberg L.P. Error in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data
South China Morning Post
12 hours ago
- Business
- South China Morning Post
Hong Kong stocks sustain 3-year-high level as headway on trade talks spurs optimism
The run-up that sent Hong Kong stocks to the highest level in more than three and a half years continued on Wednesday, as the US clinched a trade deal with Japan and scheduled a fresh round of talks with China next week, reducing concerns about trade conflicts damaging the global economy. The Hang Seng Index rose 0.6 per cent to 25,288.24 as of 10.06am local time, on track for the highest close since November 18, 2021. The Hang Seng Tech Index gained 0.7 per cent. On the mainland, the CSI 300 Index and the Shanghai Composite Index both added 0.4 per cent. China Life Insurance rallied 5.5 per cent to HK$22.10, and Baidu added 3.9 per cent to HK$91.30. Wuxi Biologics advanced 4.8 per cent to HK$29.35, and affiliate Wuxi AppTec rose 2.5 per cent to HK$96.25. In a breakthrough in tariff negotiations with a key trading partner, President Donald Trump said on Tuesday that the US and Japan had struck a trade deal that would impose a 15 per cent tariff on imports from the Asian country. The deal also included US$550 billion of Japanese investments in America, he said. Meanwhile, Treasury Secretary Scott Bessent said on Fox Business that he would meet his Chinese counterparts in Stockholm next week for a third round of trade talks. A 90-day tariff pause between China and the US expires on August 12. Other major Asian markets mostly traded higher. Japan's Nikkei 225 climbed 2.6 per cent and Australia's S&P/ASX 200 added 0.6 per cent, while South Korea's Kospi retreated 0.2 per cent.
Yahoo
2 days ago
- Business
- Yahoo
Nvidia Restarts China AI Chip Sales--but Supply Crisis Looms
July 21 - Nvidia (NASDAQ:NVDA) faces a rocky China comeback as it revives H20 AI chip sales, but warns of constrained supply and shifting geopolitics. The company informed Chinese customers that H20 stock is limited and it won't resume production immediately. The H20 is the most powerful AI chip Nvidia is legally permitted to export to China. Warning! GuruFocus has detected 4 Warning Signs with NVDA. U.S. authorities recently lifted export restrictions amid rare-earths talks, but Nvidia cautioned that restocking H20 supply could take up to nine months if it restarts production, citing TSMC shifting its capacity. The chip's return sparked a scramble among Chinese AI firms, including Alibaba, Tencent, Baidu, and ByteDance, eager for access, though H20 is technically inferior to Nvidia's high-end H100 and H200 variants. This article first appeared on GuruFocus. Error in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data
