Worth noting that Baidu ordered 1.6K Huawei Ascend 910B late last year. Also, FT wrote in November (emphasis mine):
Three sources close to Huawei say internet giants Tencent, Baidu and Meituan have purchased Huawei Ascend 910b chips for small-scale trials. [...] The Ascend 910b production target for next year has more than doubled compared to 2023, with more than 200,000 chips set to be produced, say the two people. [...] According to a source familiar with the production side, the current yield rate of Huawei’s Ascend 910B chips is only just over 20 per cent, meaning almost four out of every five chips produced are defective.

Authors:

will_aldred fist

Opened:

Jan 11, 2024

Closes:

Dec 31, 2026

Scheduled resolution:

Jan 1, 2027

Spot Scoring Time:

Jan 14, 2024

If at least one frontier AI model has been trained by a Chinese firm before 2027, will a Chinese frontier AI model have been trained using primarily Chinese AI chips?

75%

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Will a Chinese firm make a large order of domestic AI chips before 2027?

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If at least one frontier AI model has been trained by a Chinese firm before 2027, will a Chinese frontier AI model have been trained using primarily Chinese AI chips?

Will the following major cloud providers buy AI accelerators designed by a Chinese firm before 2028?

Will any of the following Western AI chip makers have any of their AI accelerators fabricated in China before 2033?

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If at least one frontier AI model has been trained by a Chinese firm before 2027, will a Chinese frontier AI model have been trained using primarily Chinese AI chips?

Will the following major cloud providers buy AI accelerators designed by a Chinese firm before 2028?

Will any of the following Western AI chip makers have any of their AI accelerators fabricated in China before 2033?

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