As the US weighs restrictions on cloud computing, how will China’s AI sector adapt?

Sep 21, 2026 | INVESTING

When Chinese artificial intelligence developers want to train their next-generation frontier models, they all face the same daunting wall: they cannot legally buy the world’s most powerful AI chips.
However, the country’s tech giants and start-ups have still managed to quietly keep pace with global rivals. Their secret is an elusive workaround: moving heavy training workloads across borders through the cloud.
By setting up proxy entities in foreign jurisdictions, domestic firms have for years…

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