Part 9/12:
However, supply issues persist. Despite ordering over 100,000 AI chips this year, they've received fewer than 30,000, hampering their training efforts. Moreover, the Ascend chips lack the raw power of Nvidia's GPUs, which could slow down their progress in developing cutting-edge AI models. The company remains heavily reliant on Nvidia's H20 AI chips and has become one of its biggest clients in Asia through partnerships involving Microsoft's cloud services.
Competitive Landscape
The AI video generation market is fiercely competitive. Besides ByteDance, players like Quu Pabs and P Labs are making significant strides.