China’s Next AI Shock Is Hardware

From the creator

China’s next AI shock isn’t another DeepSeek-style model. It’s hardware. After DeepSeek proved China could compete under constraints, that approach is moving from software to chips, power, and infrastructure. Instead of chasing the most advanced GPUs, China is scaling what it controls: domestic chips that are good enough, cheap power, and systems designed to work together. This is less about building a Chinese Nvidia and more about building an alternative AI stack and pushing it into markets that want AI now, not perfect performance. In this episode: Why chip limits didn’t stop China—they shaped its strategy How the DeepSeek playbook is moving from models to machines The rise of China’s AI hardware challengers Why energy, scale, and brute force matter more than chip specs What this means for Nvidia, Washington, and the global AI race Chapters: 0:00 Introduction 1:23 China’s chip champions 7:34 Brute force 10:32 China’s trojan horse 12:13 Full interview with Naveen Rao Anchor: Deirdre Bosa Produced by: Jasmine Wu Additional Production: Laura Batchelor, Drew Troast, Jeff Kopp Edited by: Evan Lee Miller Senior Director of Video: Jeniece Pettitt Animation: Christina Locopo Additional Footage: Getty Images » Subscribe to CNBC TV: https://cnb.cx/SubscribeCNBCtelevision » Watch CNBC on the go with CNBC+: https://www.cnbc.com/WatchCNBCPlus About CNBC: From 'Wall Street' to 'Main Street' to award winning original documentaries and Reality TV series, CNBC has you covered. Experi

Published 2026-01-28 · Watch on YouTube ↗
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