China's Nvidia? Analyst says Moore Threads 'hasn't proved itself yet'

Lenny Zéphirin, Principal and Analyst at The Zéphirin Group, says China has a “high chance” of winning the global AI race - not because it leads in infrastructure, but because it leads decisively in real-world AI applications,

Nvidia Denies ‘Far-Fetched’ Claims as Chip-Smuggling Allegations Target China’s DeepSeek

The allegations reveal the failure of physical export controls and open a new front in the battle to end black-market chip sales.

China’s Nvidia shows that the global chip race is heating up as it basks in post-IPO glow

Shares of Moore Threads Technology, founded by former Nvidia executive Zhang Jianzhong, gained 425% after its initial public offering in Shanghai on Friday, according to FactSet. The AI chip maker’s IPO raised $1.

Nvidia CEO says data centers take about 3 years to construct in the US., while in China they can build a hospital in a weekend

China has “twice as much energy as we have as a nation, and our economy is larger than theirs. Makes no sense to me,” Huang said.
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China Threatens Nvidia With Its Own Company

Moore Threads shares rose 500% on their first day of trading on the Shanghai stock exchange. The company is China's answer to Nvidia.

China’s Homegrown Nvidia Soars in Market Debut

That's how far shares of Moore Threads rallied on its market debut on Friday. + The Chinese AI chip designer, founded by a former Nvidia executive, raised the equivalent of more than $1
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