US broker research is aggregating on a few consensus points as they relate to China's AI GPU sphere, especially as the sector is becoming increasingly competitive, with domestic players proliferating while Western giants such as NVIDIA face guard rails. Specifically, US broker research is now honing in on four key elements of China's AI GPU supply chain: Do note that DeepSeek's DeepGEMM AI model - released only in February 2025 - is written in NVIDIA's CUDA and was trained on NVIDIA's GPUs. However, many domestic Chinese AI GPU players can also support the model using the UEBMO FP8 memory calculation […]
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