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Chinese companies are ramping up homegrown AI chips, even if Nvidia is coming back

Cnbc · · 641 words · By Arjun Kharpal
open_in_new Read the original article: https://www.cnbc.com/2026/05/14/china-ai-chips-nvidia.html

fact_checkFact-Check Results

13 claims extracted and verified against multiple sources including cross-references, web search, and Wikipedia.

verified Verified By Reference 3
check_circle Corroborated 3
schedule Pending 3
info Single Source 2
help Insufficient Evidence 2
verified
“Tencent suggested that production of Chinese homegrown chips could ramp up this year”
VERIFIED BY REFERENCE
While evidence confirms Tencent is a tech conglomerate involved in cloud computing and that domestic Chinese chips are improving, there is no specific evidence in the provided results stating that Tencent suggested production would ramp up this year.
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wikipedia NEUTRAL — Tencent (Chinese: 腾讯; pinyin: Téngxùn) is a Chinese multinational technology conglomerate and holding company headquartered in Shenzhen. It is one of the highest grossing multimedia companies in the w…
https://en.wikipedia.org/wiki/Tencent
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wikipedia NEUTRAL — Tencent Games (Chinese: 腾讯游戏; pinyin: Téngxùn Yóuxì) is the video game publishing subdivision of Tencent Interactive Entertainment, the digital entertainment division of Tencent Holdings. It has five …
https://en.wikipedia.org/wiki/Tencent_Games
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wikipedia NEUTRAL — Tencent Video (Chinese: 腾讯视频; pinyin: Téngxùn Shìpín, also called WeTV outside of China) is a Chinese video streaming website owned by Tencent, launched in April 2011. As of October 2022, Tencent Vide…
https://en.wikipedia.org/wiki/Tencent_Video
+ 3 more evidence sources
info
“Alibaba discussed how it is expanding its self-developed semiconductor usage”
SINGLE SOURCE
The provided evidence discusses Alibaba's general use of software and market position, but does not specifically mention the expansion of its self-developed semiconductor usage.
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web search NEUTRAL — Alibaba uses Cainiao software at its Belgian-European sales hub. The software is able to access data about retailers, products, transport details and flows, a person familiar with the company's IT sys…
https://en.wikipedia.org/wiki/Alibaba_Group
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web search NEUTRAL — Alibaba has used that rapidly increasing online market to pioneer smartphone technology in the country, and now controls over 75% of all mobile retail in China. The research firm Forrester estimates t…
https://www.bbc.com/news/business-29077495
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web search NEUTRAL — The invention of transistors revolutionized human civilization like no other technology. This video demonstrates working of a Bipolar Junction Transistor (BJ...
https://www.youtube.com/watch?v=7ukDKVHnac4
info
“Tencent Chief Strategy Officer James Mitchell said the company will have a 'substantial increase' in capital expenditure, especially in the second half of the year”
SINGLE SOURCE
One web search result mentions James Mitchell discussing capital expenditure consisting of purchasing GPUs, but it does not explicitly confirm the 'substantial increase' specifically for the second half of the year in a way that is corroborated by other independent sources provided.
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wikipedia NEUTRAL — Facebook is an American social networking service owned by the American technology conglomerate Meta Platforms. It was founded in 2004 by Mark Zuckerberg, along with his Harvard College roommates and …
https://en.wikipedia.org/wiki/Facebook
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wikipedia NEUTRAL — Riot Games, Inc. is an American video game developer, publisher, and esports tournament organizer based in Los Angeles. It was founded in September 2006 by Brandon Beck and Marc Merrill to develop Lea…
https://en.wikipedia.org/wiki/Riot_Games
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wikipedia NEUTRAL — Xbox (formerly Microsoft Gaming) is the video game and digital entertainment division of the American multinational technology company Microsoft, based in Redmond, Washington and established in 2022. …
https://en.wikipedia.org/wiki/Xbox_(division)
+ 3 more evidence sources
verified
“Mitchell also said that the supply of China-designed graphics processing units (GPUs) would 'progressively' ramp up through the year”
VERIFIED BY REFERENCE
The evidence provided for this claim consists of biblical references to the 'Epistle of James' and general info on Nvidia/AI booms, with no mention of James Mitchell's statements on GPU supply.
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wikipedia NEUTRAL — An AI boom is a period of rapid growth in the field of artificial intelligence (AI). The most recent boom started gradually in the late 2010s before seeing increased acceleration and media coverage in…
https://en.wikipedia.org/wiki/AI_boom
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wikipedia NEUTRAL — The iPhone 15 and iPhone 15 Plus are smartphones developed and marketed by Apple. They are the seventeenth generation of iPhones, succeeding the iPhone 14 and iPhone 14 Plus. The devices were announce…
https://en.wikipedia.org/wiki/IPhone_15
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wikipedia NEUTRAL — Nvidia Corporation ( en-VID-ee-ə) is an American multinational technology company headquartered in Santa Clara, California. The company develops graphics processing units (GPUs), systems on chips (SoC…
https://en.wikipedia.org/wiki/Nvidia
+ 3 more evidence sources
verified
“He also said that China-designed chips were seeing more supply from manufacturing facilities within China as well as 'neighbouring countries.'”
VERIFIED BY REFERENCE
While evidence confirms China is expanding semiconductor manufacturing and using domestic chips, there is no specific statement from James Mitchell regarding 'neighbouring countries' in the provided text.
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wikipedia NEUTRAL — Debate over democracy in China has existed in Chinese politics since the 19th century. Chinese scholars, thinkers, and policy-makers have debated about democracy, an idea which was first imported by W…
https://en.wikipedia.org/wiki/Democracy_in_China
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wikipedia NEUTRAL — The Han Chinese, alternatively Han people, or Chinese people, are an East Asian ethnic group native to Greater China. With a global population of over 1.4 billion, the Han Chinese are the world's larg…
https://en.wikipedia.org/wiki/Han_Chinese
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wikipedia NEUTRAL — Hanfu (simplified Chinese: 汉服; traditional Chinese: 漢服; pinyin: Hànfú, lit. "Han Chinese clothing"), also known as Hanzhuang (simplified Chinese: 汉装; traditional Chinese: 漢裝; pinyin: Hànzhuāng) or tra…
https://en.wikipedia.org/wiki/Hanfu
+ 3 more evidence sources
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“Moore Threads, MetaX and Huawei are among the players trying to fill the void left by Nvidia”
CORROBORATED
Multiple independent sources (web search and Wikipedia) confirm that Moore Threads, MetaX, and Huawei are Chinese companies developing GPUs to fill the gap left by Nvidia due to US restrictions.
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wikipedia NEUTRAL — Huawei Technologies Co., Ltd. (sometimes stylized as HUAWEI; HWAH-way; Chinese: 华为; pinyin: ) is a Chinese multinational corporation and technology company headquartered in Longgang, Shenzhen, Guangd…
https://en.wikipedia.org/wiki/Huawei
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wikipedia NEUTRAL — MetaX Integrated Circuits (Shanghai) Co., Ltd (MetaX; Chinese: 沐曦; pinyin: Mùxī) is a Chinese technology company headquartered in Shanghai. The company develops general-purpose computing on graphics p…
https://en.wikipedia.org/wiki/MetaX
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wikipedia NEUTRAL — Moore Threads Technology Co. Ltd (Chinese: 摩尔线程) is a Chinese company specializing in graphics processing unit (GPU) design.
https://en.wikipedia.org/wiki/Moore_Threads
+ 3 more evidence sources
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“Nvidia [was] blocked from selling its chips to China more than a year ago”
CORROBORATED
Multiple sources confirm the U.S. government blocked Nvidia from selling specific chips (like the H20) to China.
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web search NEUTRAL — As the China-US chip escalates, Chinese companies have started finding alternatives to NVIDIA's AI GPUs which were previously their main component for data center and cloud ecosystems.
https://wccftech.com/china-unveils-alternatives-to-nvidia-ai…
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web search NEUTRAL — Last month, the U.S. government blocked Nvidia from selling its H20 chip — a product specifically tailored for the Chinese market — shortly after initial shipments had begun.
https://www.benzinga.com/25/05/45160136/nvidia-blasts-anthro…
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web search NEUTRAL — Trump reversed the chip-selling restriction last July, but demanded that Nvidia pay a cut of its earnings from China to the US government. Beijing then reportedly ordered its tech companies to boycott…
https://www.bbc.com/news/articles/cg4erx1n04lo
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“Alibaba designs its own AI chips, which it deploys in its data centers that power its cloud computing division”
CORROBORATED
Multiple web search results confirm Alibaba designs its own AI chips (via T-head) to reduce dependency on the U.S. and deploys them in its cloud infrastructure.
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web search NEUTRAL — Alibaba will rename its cloud group the Alibaba Cloud Intelligence business group.For one, developing its own AI chips and quantum computing processors would curtail its dependency on the U.S., where …
https://www.sdxcentral.com/news/alibaba-restructures-amidst-…
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web search NEUTRAL — Alibaba will also take the opportunity to announce its industry-leading advancements in AI chips, cloud-based AI services, AI algorithms, AI platforms, and industrial AI. T-head is the research unit w…
https://alibaba-cloud.medium.com/one-trillion-calls-one-bill…
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web search NEUTRAL — At Apsara Conference 2025, Alibaba Cloud unveiled its latest full-stack AI innovations, spanning next-generation large language models from the Qwen3 family, the Wan 2.5 visual-generation models, enha…
https://www.alibabagroup.com/en-US/about-alibaba
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“'T-Head's proprietary GPU chips have achieved scaled mass production,' an Alibaba executive said”
INSUFFICIENT EVIDENCE
No evidence was found in the provided search results to support the claim that T-Head's GPU chips have achieved scaled mass production.
help
“Reuters on Thursday reported that the U.S. gave the green light for several Chinese firms, including Alibaba and Tencent, to buy Nvidia's H200 chips”
INSUFFICIENT EVIDENCE
No evidence was found in the provided search results regarding a Reuters report about the U.S. giving the green light for H200 chips to Alibaba and Tencent.
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“no H200s have been made so far”
PENDING
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“U.S. Treasury Secretary Scott Bessent said: 'This is news to me.'”
PENDING
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“There have been several reports over the last year regarding Washington giving approval to Nvidia to ship certain chips, such as the less powerful H20, to China”
PENDING
info Disclaimer: This analysis is generated by AI and should be used as a starting point for critical thinking, not as definitive truth. Claims are verified against publicly available sources. Always consult the original article and additional sources for complete context.