Although the dominant name of the chipset sector continued unrivaled for now, both globally and locally local competition began to escalate. The special purpose ASIC chipsets pose a threat to Nvidia in the future, while Huawei will perhaps force more companies than global competitors.

He is afraid of Nvidia Huawei

Nvidia, which can export artificial intelligence accelerators to China due to US embargoes, still manages to make important sales. However, Huawei scares Nvidia, the goal of producing a chip somehow and the goal of achieving incredible figures such as 1 million annually.

Nvidia boss Jensen Huang said that Huawei is the most awesome technology company in China, while constantly improved itself in artificial intelligence, that the Ascend 910c chip showed similar performance with the Nvidia H100, and that it has achieved this with much lower costs.

Huang emphasized that they would lose their advantage over time against Huawei, especially as Chinese manufacturers would use their special chips more as they send more cropped chips to China due to the embargo, and that this means that sales decrease.

It is noteworthy that the Nvidia boss expressed so much of the Huawei threat for the first time. Sources say that Huang now considers Huawei as the biggest competitor in China. Of course, the future embargoes of the Trump administration will directly affect the competition.