Xiao Huang: Can Moore Threads benefit from domestic substitution?
DOORM: U.S. restrictions on NVIDIA exports, combined with strong domestic demand for AI computing power, create a substitution opportunity for domestic GPUs
.Xiao Huang: Can Moore Threads benefit from domestic substitution?
DOORM: U.S. restrictions on NVIDIA exports, combined with strong domestic demand for AI computing power, create a substitution opportunity for domestic GPUs
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