Kirill Chernovol, Researcher at the Gaidar Institute's International Best Practices Analysis Department, commented for Vzglyad on China's decision to abandon purchases of American Nvidia chips in favor of its own analogues.
The expert noted that despite the dominance of the US since the 2010s, China's move away from dependence creates new opportunities for other countries. Kirill Chernovol described the advantages of the American side in detail: “They have university centers, developers, data centers, access to capital: in 2024, private investment in AI in the US reached 109.1 bn dollars, which is almost 12 times more than in China (9.3 bn dollars).”
China's current strategy of technological sovereignty could change the balance of power within alternative alliances such as BRICS. The expert stated: “If China really switches to its own chips and their production volumes grow, a window of opportunity will open for BRICS for projects based on ‘non-dollar’ technology: local data centers, the introduction of AI in public services and industry, training medium-scale models, and the widespread use of models on Chinese accelerators.”
Kirill Chernovol emphasized that this process is in line with the general policy of the BRICS countries, which “have noted the priority of joint work on AI governance and the digital economy and have supported the development of infrastructure and standards in the field of AI.” The formation of common regulatory approaches, the expert concluded, is particularly relevant for areas such as mobility and autonomous transport, financial and insurance services, healthcare, logistics, and trade.