[SMM Computing Power Flash] A domestic GPU producer says the cycle for switching from NVIDIA to domestic adaptation is difficult to determine.

Published: Jul 21, 2026 13:11

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SMM learned that a domestic GPU producer revealed during the WAIC conference that enterprises currently transitioning from NVIDIA to domestic GPUs need to comprehensively consider demand volume and migration time windows. The producer stated that due to significant differences in software adaptation workload across client scenarios, it was difficult to provide a unified commitment on adaptation completion time, and that "it depends on volume and time" was a key variable in determining the feasibility of the switch. This move reflects that domestic GPUs still face uncertainties in software ecosystem compatibility, and the large-scale switch from NVIDIA to domestic chips encounters an adaptation cycle bottleneck in the short term.

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