As of August 20, 2026, Chinese AI companies are optimizing software to manage inference workloads due to performance shortfalls in homegrown AI chips, forcing continued reliance on limited supplies of high-end Nvidia processors. The supply constraint reflects broader competition in AI infrastructure.
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Chinese AI companies are optimising software to cope with surging demand for inference, as part of that workload still relies on computing power from a limited pool of high-end chips amid restricted access to Nvidia processors. Compared with training an artificial intelligence model, which relies on high-end chips, inference – a later phase in which the trained model applies its knowledge to proce