China's supernode boom sends warning to Nvidia

Amanda Liang, Taipei

Nov 14, 2025, 12:31 0

Nvidia CEO Jensen Huang. Credit: DIGITIMES

Since Huawei debuted the CloudMatrix 384 (CM384) in mid-2025, China's supernode race has taken centre stage in the global AI infrastructure arena. According to SemiAnalysis, Chinese AI supernodes have surpassed Nvidia in several integration metrics, cementing...

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