NVIDIA CEO praises Huawei as a top competitor in China’s AI.

TLDR:

• Huawei is emerging as a direct competitor to NVIDIA in China’s AI markets
• NVIDIA CEO Jensen Huang praised Huawei’s progress in semiconductor technology

NVIDIA CEO Jensen Huang acknowledges Huawei as a strong competitor in the Chinese AI markets, despite facing process technology barriers. Huawei’s AI solutions have disrupted NVIDIA’s market share in China, with the introduction of their Kirin 9000 SoC and Ascend 910 chip. While Huawei’s offerings are not on par with NVIDIA’s products, they are gaining traction for low-inferencing tasks. NVIDIA is developing new AI chips to target Huawei’s market share in China, but the outcome remains to be seen.