1/ 🇨🇳 Big AI moves from China: Ant Group (yep, the fintech giant backed by Jack Ma) just pulled off a major flex—training large AI models without Nvidia. Instead, they used chips from Alibaba and Huawei, and the results? Surprisingly solid. Let's break it down.🧵👇

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3/ 🔧 This isn’t just a technical flex—it’s part of China’s push for tech self-reliance. With global chip tensions high, being able to train powerful models on local hardware is a huge strategic win. And it shows China’s semi scene is catching up.

4/ 🧠 Meanwhile, Alibaba is dropping $50B into AI and cloud over the next 3 years. That’s a ton of R&D firepower aimed at building next-gen chips and cloud infra. Ant Group’s success might just be the first of many AI wins from China Inc.

5/ Ant Group just showed you don’t need Nvidia to train big AI anymore. With Alibaba + Huawei chips, they’re proving China’s tech stack is growing up fast. The AI race just got way more interesting.

🔗 Bloomberg article: https://www.bloomberg.com/news/articles/2025-03-24/jack-ma-backed-ant-touts-ai-breakthrough-built-on-chinese-chips
🔗 Tom’s Hardware coverage: https://www.tomshardware.com/tech-industry/artificial-intelligence/chinese-fintech-company-uses-domestic-semiconductors-for-ai-breakthrough
🔗 Alibaba $50B investment: https://www.thetimes.co.uk/article/chinas-alibaba-investing-50bn-in-ai-and-cloud-computing-xpr29lg9m
🔗 YouTube recap: https://www.youtube.com/watch?v=-u3ye--VlPo

2/ 💸 The real kicker? Training costs dropped by 20% using these homegrown chips. That’s a big deal when AI training is usually hella expensive. Ant Group’s setup performs on par with Nvidia’s H800s, making this a legit breakthrough.