---
type: "Topics"
locale: "en"
url: "https://longbridge.com/en/topics/40018112.md"
description: "The coding plans of large model companies have been canceled, and then tokens have become more expensive. It seems the servers have really been overloaded. The US won't let NVIDIA sell, and China won't let mainland companies buy, saying there are backdoors and that they are inferior products. I agree with Jensen Huang's point in the podcast that the barriers to the chip technology ecosystem are extremely high and difficult to replace. Look at Intel and AMD's x86, and ARM. Will high-end chips be blocked? They are still sold to you, me, and everyone else. It's indeed not easy to create affordable alternatives, and consumers are unwilling. Are you willing to run Windows on domestic chips? Huawei HiSilicon is indeed very impressive, almost catching up with Apple, but you need to know that's also based on the ARM framework.$NVIDIA(NVDA.US)"
datetime: "2026-04-18T03:19:28.000Z"
locales:
  - [en](https://longbridge.com/en/topics/40018112.md)
  - [zh-CN](https://longbridge.com/zh-CN/topics/40018112.md)
  - [zh-HK](https://longbridge.com/zh-HK/topics/40018112.md)
author: "[价值为王](https://longbridge.com/en/profiles/11592101.md)"
---

# The coding plans of large model companies have bee…


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