Nvidia sees Huawei as a competitor to be seriously considered when it comes to AI hardware. This view was expressed by Nvidia CEO Jensen Huang in a recent conversation with journalists. Trade with China, by the way, continues as usual.
According to the Nvidia CEO, China’s Huawei has grown into a serious competitor in the field of AI chips in recent years despite U.S. sanctions. Huawei recently launched a smartphone made entirely of Chinese-made parts, including the processor. It has therefore already proven that the company can produce its own advanced chips.
In addition to all kinds of Chinese start-ups, Huawei is going to play a particularly important role as a competitor in the field of specific AI processors, Jensen Huang expects. This is a market segment in which Nvidia, with its highly sought-after (H100) GPUs, is currently the absolute market leader.
Export restrictions respected
Nvidia has significant interests in China, as about 15 percent of its sales come from that country. When asked, the Nvidia CEO says the GPU giant will completely abide by U.S. export restrictions.
Continued trade with China
To still serve the Chinese market, Nvidia trades through Singapore. Through this country, it supplies processors and applications to major Chinese players, such as TikTok’s ByteDance and the international cloud operations of Tencent and Alibaba, among others – in compliance with U.S. restrictions.
The Nvidia CEO announced it will soon introduce a range of new products for Chinese customers. These products narrowly fall outside the U.S. government’s export restrictions on chip technology to China. However, authorities in the U.S. are watching this move by Nvidia with suspicion. Secretary of Commerce Gina Raimondo stated that she would immediately block products that narrowly circumvent the restrictions from China.
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