Author of "Nvidia Steps Back from DGX Cloud — Stops Trying to Compete with AWS and Azure" in Tom's Hardware
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Luke James as author
Chinese AI companies Alibaba and ByteDance are circumventing U.S. export controls by training advanced LLMs (Qwen and Doubao) using Nvidia GPUs leased from Southeast Asian data centers, exploiting a loophole after the Biden-era 'AI diffusion rule' was withdrawn.
“Author of "Alibaba and ByteDance Allegedly Train Qwen and Doubao LLMs Using Nvidia Chips, Despite Export Contro" in Tom's Hardware”
Alibaba's T-Head division demonstrated a new PPU AI accelerator that claims performance parity with Nvidia's H20 GPU in a state-backed CCTV benchmark, with China Unicom already deploying over 16,000 units.
“Author of "Alibaba's AI Chip Goes Head-to-Head With Nvidia H20 in State-Backed Benchmark Demo" in Tom's Hardware”
Nvidia has abandoned DGX Cloud as a direct competitor to AWS and Azure, instead pivoting to Lepton, a GPU marketplace aggregator that routes workloads to multiple providers while maintaining Nvidia's control over demand and the GPU stack.
“Author of "Nvidia Steps Back from DGX Cloud — Stops Trying to Compete with AWS and Azure" in Tom's Hardware”