7 Chinese companies are already shipping H100/H200-class AI chips, most IPO'd in the last 6 months. I mapped all of them.

Seven Chinese companies have begun shipping AI accelerators comparable to NVIDIA's H100 and H200, with most having gone public in the last six months. Notably, Huawei shipped 812,000 AI cards last year, and their Ascend 950 targets H200-class performance. Additionally, Alibaba's new server can host 1.5TB of VRAM, sufficient for running frontier models fully on-premises, indicating a significant shift in the AI hardware landscape in China as local production gains ground against NVIDIA's market share.