Chinese labs likely using Huawei for inference and Nvidia for training, says Lambert
natolambert · x · 2026-09-20
Nathan Lambert's best guess: as RL scaling ramps up, top Chinese AI labs are starting to use Huawei chips heavily for inference while relying on Nvidia for training (possibly not for unusual architectures). As agent swarms and ever-larger post-training runs become the norm, he expects this pattern to accelerate China's domestic chip industry.
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