Chinese Chips

• Nvidia has launched a major crackdown on its supply chain, cutting off more than half of its approved customers across Asia to prevent AI chips from being smuggled into China. • The company is implementing a strict new “white list” system to close legal loopholes that previously allowed its powerful hardware to reach restricted Chinese firms. • This move follows reports of Nvidia's market share falling in China and is intended to ensure compliance with strict export controls.

• Meituan released LongCat-2.0, a massive 1.6-trillion-parameter AI model, for free commercial use on Monday. • The model was developed using a computing cluster of 50,000 Chinese-made processors, with software optimizations designed to bypass hardware limitations. • This achievement is significant as it demonstrates China's ability to advance its AI ambitions despite ongoing U.S. export curbs on high-end chips.

• Chinese food delivery giant Meituan has unveiled LongCat-2.0, a new open-source large language model featuring 1.6 trillion parameters. • The company claims this is the first model of its scale to complete both full training and inference using exclusively domestic Chinese chip clusters. • This development is significant as it demonstrates China's ability to build massive AI models despite international restrictions on high-end semiconductors.