NVIDIA WKN: 918422 ISIN: US67066G1040 Kürzel: NVDA Forum: Aktien Thema: Hauptdiskussion

Du schreibst ja sehr detailliert und es klingt sachkundig. Kommst du aus der Branche?

Und um das Bild zu noch vervollständigen bedenken dass kein einziges chinesisches opensource Modell existent wäre ohne amerikanische Frontier model von den es destilliert wurde. Und dann noch dass diese chinesischen modelprovider gerade mal 10% des amerikanischen Umsatzes machen.

BABA Stock Spikes Overnight: Alibaba Takes On Nvidia With China's Most Powerful AI Chip Yet Yuvraj Malik Tue, September 22, 2026 at 6:49 AM GMT+2 The Zhenwu V900 delivers three times the performance of Alibaba's previous-generation accelerator. Huawei and several other Chinese chipmakers are developing alternatives to Nvidia's AI hardware. Alibaba is pairing its chip development with billions of dollars in AI infrastructure investment. U.S.-listed shares of Alibaba Group Holding rose more than 2% in overnight trading late Monday after the Chinese tech giant unveiled a new AI accelerator that it says is China's most powerful AI chip yet, intensifying competition with Nvidia as Beijing pushes to build a domestic alternative to U.S. technology. Shares of the company were up nearly 3% in Hong Kong trading on Tuesday morning. The company's T-Head semiconductor unit introduced the Zhenwu V900, which Alibaba CEO Eddie Wu said delivers three times the performance of its predecessor. The accelerator can be deployed in clusters of up to 500,000 chips to support the training of large, frontier AI models. Reuters reported that the chip is expected to enter mass production in early 2027. Nvidia Faces Growing Chinese Competition The launch adds another potential challenge for Nvidia, whose high-end AI accelerators have become the industry standard for training and running advanced models but face export controls in China. NVDA stock was marginally higher in overnight trading late Monday. Alibaba is simultaneously expanding its computing infrastructure, targeting more than 20 gigawatts of global data-center capacity by 2032. The company has committed more than $53 billion to AI capabilities over three years and plans to update its AI chip lineup annually.