Китайские технологические компании находят обходные пути для обучения ИИ за пределами страны Chinese tech companies find workaround for AI training abroad

Major technology firms in China have found ways to circumvent restrictions on the supply of Nvidia’s flagship chips. According to the Financial Times, they are training their AI models overseas, based on insider information.

Companies like Alibaba and ByteDance are seeking assistance from data centers in Southeast Asia.

The report indicates a steady increase in the training of AI models in offshore locations since the introduction of restrictions on H20 chips in April. These data centers are operated by non-Chinese firms.

DeepSeek is not among these companies, as it had amassed a significant stock of Nvidia chips before the export bans took effect. The startup is also collaborating with domestic semiconductor manufacturers, led by Huawei, to optimize and develop the next generation of Chinese AI chips.

Alibaba, Baidu, and BYD are among those that need to be added to the list of firms aiding the Chinese military. The Pentagon has made this request to the U.S. Congress, as reported by Bloomberg, citing a letter regarding this matter.

The letter, sent on October 7, was authored by Deputy Defense Secretary Stephen Feinberg to the heads of the Armed Services Committees of the House and Senate.

Feinberg stated that these three companies, along with five others—Eoptolink Technology, Hua Hong Semiconductor, RoboSense Technology, WuXi AppTec, and Zhongji Innolight—should be included in the 1260H list, which identifies firms linked to the Chinese armed forces that operate within the U.S.

«In analyzing the most recent available information, the department identified eight organizations that, under the law, should be classified as ‘Chinese military companies’ and added to the 1260H list,» Feinberg wrote in the letter.

On October 30, a summit took place between Donald Trump and Xi Jinping, where the leaders agreed on a package of measures, including tariff reductions and commitments to suspend certain export control initiatives.

Representatives from Alibaba stated that there are «no grounds» for including the company in the 1260H list:

«[The firm] is not a Chinese military company and does not partake in any military-civil fusion strategy.»

The inclusion of several prominent Chinese companies in January triggered a sell-off of their stocks. This incident affected Tencent and Contemporary Amperex Technology, which manufactures batteries for Tesla. The document lists over 130 organizations, including airlines, construction firms, hardware manufacturers, and others.

Being added to the 1260H list carries several consequences for a company, including restrictions on contracting with the U.S. Department of Defense, potential risks of being added to other lists, reputational damage, and increased compliance costs.

It is worth noting that by 2027, the level of national artificial intelligence implementation in China is expected to reach 70%, and by 2030, 90%. These targets are outlined in a new government directive.