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AI · crossingriver.substack.com · Wednesday, 24 June 2026

China’s home‑grown AI chip surge: 7 firms ship H100‑class GPUs

Seven Chinese firms are already shipping AI chips that match Nvidia's H100/H200 class, with most having IPO'd in the past six months. The new map groups them into three leading "dragons" and four "snakes," showing a home‑grown ecosystem that could shrink Nvidia's share in China to under 10 %.

Read the source: crossingriver.substack.com ↗In the 24 June issue →