BABA-SW's Joseph Tsai on China's Plans for High-end GPUs

BABA's chairman and co-founder Joseph Tsai discussed China's strategy for high-end GPUs in an interview, addressing concerns about chip bans and domestic production capacity.

According to Tsai, the U.S. ban on chip exports to Mainland China, affecting companies like $NVIDIA(NVDA.US)$ , has impacted $BABA-SW(09988.HK)$ 's cloud business and computing services. While acknowledging short and medium-term challenges, Tsai expressed confidence in China's ability to manufacture high-end GPUs in the long run.

Despite current chip shortages, Tsai revealed efforts to address the issue and suggested that inventories could sustain large-scale language model training for the next year to year and a half. He also emphasized alternative reasoning options that don't require the latest high-powered chips.