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532 China’s GPU cloud consolidates around Baidu and Huawei as domestic AI chips scale up — export controls leave gap open for homegrown solutions

Tom's Hardware
Tom's Hardware · 01/06/2026 10:13 EDT

China’s GPU cloud consolidates around Baidu and Huawei as domestic AI chips scale up — export controls leave gap open for homegrown solutions

China’s GPU cloud market is consolidating rapidly around a small number of domestic champions, with Baidu and Huawei emerging as the clear leaders, as access to Nvidia’s most advanced accelerators remains restricted.

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