[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]  Jukan [@Jukanlosreve](/creator/twitter/Jukanlosreve) on x 22.6K followers Created: 2025-07-20 23:25:04 UTC Bernstein: China's Domestic AI Accelerator Update: - Bernstein analysts recently predicted in a report that China's AI chip demand will reach $XXXX billion by 2025, while supply will only be $XX billion, leading to a $XXX billion gap. - According to Bernstein, NVIDIA is expected to recover approximately $XXXX billion in revenue by year-end. NVIDIA's new B30 chip, set to launch in September, is anticipated to generate an additional $XXX billion in revenue. - AMD is expected to recover $X billion in revenue. - Before the restrictions were implemented, China's AI chip supply shortage was projected to be $XXXX billion. According to the revised outlook, this shortage has been significantly reduced due to sales resumptions and the pursuit of alternative supply sources. - ByteDance, Tencent, Alibaba (NYSE: BABA), and Baidu (NASDAQ: BIDU) are expected to account for over XX% of H2O demand in H2 2024 and maintain this dominance in 2025. - Prior to the ban, the combined orders from ByteDance and Tencent were expected to reach XXXXXXX units. - Huawei's Ascend 910C chip is reportedly expected to ship XXXXXXX units this year. While its performance does not match NVIDIA's H100, it is gradually gaining traction in inference workloads. - Capital expenditure is surging. China's AI-related capital expenditure is projected to reach $XX billion in 2025, with $XX billion of this allocated to domestic AI chip purchases. XXXXXX engagements  **Related Topics** [coins ai](/topic/coins-ai) [$nvda](/topic/$nvda) [stocks technology](/topic/stocks-technology) [Post Link](https://x.com/Jukanlosreve/status/1947075312694722707)
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Jukan @Jukanlosreve on x 22.6K followers
Created: 2025-07-20 23:25:04 UTC
Bernstein: China's Domestic AI Accelerator Update:
Bernstein analysts recently predicted in a report that China's AI chip demand will reach $XXXX billion by 2025, while supply will only be $XX billion, leading to a $XXX billion gap.
According to Bernstein, NVIDIA is expected to recover approximately $XXXX billion in revenue by year-end. NVIDIA's new B30 chip, set to launch in September, is anticipated to generate an additional $XXX billion in revenue.
AMD is expected to recover $X billion in revenue.
Before the restrictions were implemented, China's AI chip supply shortage was projected to be $XXXX billion. According to the revised outlook, this shortage has been significantly reduced due to sales resumptions and the pursuit of alternative supply sources.
ByteDance, Tencent, Alibaba (NYSE: BABA), and Baidu (NASDAQ: BIDU) are expected to account for over XX% of H2O demand in H2 2024 and maintain this dominance in 2025.
Prior to the ban, the combined orders from ByteDance and Tencent were expected to reach XXXXXXX units.
Huawei's Ascend 910C chip is reportedly expected to ship XXXXXXX units this year. While its performance does not match NVIDIA's H100, it is gradually gaining traction in inference workloads.
Capital expenditure is surging. China's AI-related capital expenditure is projected to reach $XX billion in 2025, with $XX billion of this allocated to domestic AI chip purchases.
XXXXXX engagements
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