China’s Nvidia Ban Is Pushing Alibaba, ByteDance and DeepSeek Offshore for AI Training
China’s artificial intelligence giants are not only dodging United States export controls. They are also navigating Beijing’s clampdown on Nvidia. New rules that bar fresh Nvidia deployments in Chinese data centres are pushing Alibaba, ByteDance and DeepSeek to rent GPU farms in Singapore and Malaysia, even as they are forced to build a parallel stack on Huawei and other domestic chips at home.