CBI

The Big Picture China’s push for technological autonomy is yielding concrete results, with domestic giants now controlling the lion’s share of the local GPU cloud market—a direct challenge to Nvidia’s supremacy. Concurrently, the 2026 outlook for China's tech sector is one of aggressive divergence:

A new analysis of the Chinese technology sector indicates that domestic giants are solidifying their control over the local GPU cloud infrastructure, largely driven by the deployment of proprietary artificial intelligence processors. The shift underscores a broader industry trend toward reducing reliance on foreign hardware in favor of homegrown solutions.