
The Arena
Chinese AI labs stay on Nvidia as CUDA lock-in holds
The buildout's fault lines are showing: China's top labs are still training on Nvidia despite the export squeeze, Goldman puts global AI investment past $1 trillion this year — and KPMG finds nearly half of executives are pulling back AI agents because the bills beat the benefits. China's most advanced AI models are still being trained on Nvidia chips, and software switching costs — not the hardware ban — are the reason, sources at major Chinese LLM developers tell the South China Morning…







