With $TENCENT(00700)$ aggressively expanding from foundational AI models into custom silicon architecture, the narrative of absolute dominance by NVIDIA has begun to crack.
The momentum for domestic substitution is no longer just a defensive government mandate. It has become a rallying cry for self reliance & survival.
While NVIDIA still has an elite software ecosystem in CUDA & unparalleled performance at the cutting edge, the geopolitical reality has forced a dramatic decoupling.
Due to export restrictions, Chinese tech giants & cloud providers know they can no longer tie their long term destiny to foreign supply chains.
Tencent's massive subscription engine is the catalyst needed to foster a domestic chip revolution with scale & continuous revenue.
The aura of foreign invincibility is beginning to fade.
Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.
- zingzyΒ·09-09 18:52Who said CUDA's moat is getting shallow? Developer stickiness still looks brutal, and Tencent pushing custom silicon does not suddenly solve the software gap lolLikeReport