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Huawei gains strength, NVIDIA loses share.
NVIDIA CEO Jensen Huang expressed his opinion on the new US trade sanctions, emphasizing that they will bring "unfavorable" consequences for the mainland Chinese market.
Fresh US restrictions are creating space for Chinese artificial intelligence companies like Huawei, thanks to their own products in this area. Nevertheless, the head of NVIDIA remains hopeful of continuing cooperation with Chinese customers.
The Biden administration recently revised its export restrictions on China, including blocking the supply of several AI chips to the country. The United States fears that China's rapid development of artificial intelligence could give the country a military advantage, so it considers it the right move to limit the supply of AI GPUs such as the NVIDIA H800 and A800. However, with the introduction of new policies, the largest GPU manufacturer NVIDIA has expressed concerns, noting that this will certainly affect its market share in mainland China.
In an interview with local media, Jensen Huang said that NVIDIA respects the US decision to put the country's interests first, and the company will eventually comply with the new regulations. The head of NVIDIA also noted the company's desire to actively expand its global markets, wanting to serve its long-standing customers in China. His words hint that NVIDIA will" unwittingly " adhere to the new policies, pushing customers from mainland China into the background, at least for now.
In addition, NVIDIA is aware of competition from Chinese companies such as Huawei seeking to meet AI needs in the region. Internal solutions related to artificial intelligence are particularly actively developing in China. NVIDIA's strongest competitor at the moment is Huawei, which has developed AI chips with comparable computing power.
Chinese AI company iFlytek claims that Huawei's Ascend AI GPUs match the current range of AI chips from NVIDIA. With the new US restrictions, Huawei has a golden opportunity to meet the huge demand from the AI industry, which could seriously threaten NVIDIA's established business in China.
It will be interesting to see how NVIDIA adapts to the new US policies, as the company predicts strong earnings, in which the Chinese consumer base plays an important role. Perhaps NVIDIA will offer additional "truncated versions" of products or find a way to circumvent the new sanctions.
NVIDIA CEO Jensen Huang expressed his opinion on the new US trade sanctions, emphasizing that they will bring "unfavorable" consequences for the mainland Chinese market.
Fresh US restrictions are creating space for Chinese artificial intelligence companies like Huawei, thanks to their own products in this area. Nevertheless, the head of NVIDIA remains hopeful of continuing cooperation with Chinese customers.
The Biden administration recently revised its export restrictions on China, including blocking the supply of several AI chips to the country. The United States fears that China's rapid development of artificial intelligence could give the country a military advantage, so it considers it the right move to limit the supply of AI GPUs such as the NVIDIA H800 and A800. However, with the introduction of new policies, the largest GPU manufacturer NVIDIA has expressed concerns, noting that this will certainly affect its market share in mainland China.
In an interview with local media, Jensen Huang said that NVIDIA respects the US decision to put the country's interests first, and the company will eventually comply with the new regulations. The head of NVIDIA also noted the company's desire to actively expand its global markets, wanting to serve its long-standing customers in China. His words hint that NVIDIA will" unwittingly " adhere to the new policies, pushing customers from mainland China into the background, at least for now.
In addition, NVIDIA is aware of competition from Chinese companies such as Huawei seeking to meet AI needs in the region. Internal solutions related to artificial intelligence are particularly actively developing in China. NVIDIA's strongest competitor at the moment is Huawei, which has developed AI chips with comparable computing power.
Chinese AI company iFlytek claims that Huawei's Ascend AI GPUs match the current range of AI chips from NVIDIA. With the new US restrictions, Huawei has a golden opportunity to meet the huge demand from the AI industry, which could seriously threaten NVIDIA's established business in China.
It will be interesting to see how NVIDIA adapts to the new US policies, as the company predicts strong earnings, in which the Chinese consumer base plays an important role. Perhaps NVIDIA will offer additional "truncated versions" of products or find a way to circumvent the new sanctions.
