China's Homegrown AI Chip Push Just Got Faster. Is This a Real Threat to Nvidia?
Ironically, U.S. restrictions have hurt Nvidia and helped its main Chinese rival.
Overview
Up until now, Nvidia's (NASDAQ:NVDA) top-tier AI chips – particularly its powerful GPUs – have easily been the best in the world. That's why they've been in such demand all over the world.
Well... all over the world, except for China. U.S. export controls on sensitive technology prohibit the company from selling its top-of-the-line GPUs and other AI chips to Chinese customers.
Details
That created an uneven playing field that's benefited Nvidia's main Chinese rival, Huawei. And an announcement Huawei made today may indicate that the Chinese chipmaker is about to make a serious play for Nvidia's crown.
Source
Originally published at www.fool.com.
Related Articles
Disclaimer: This article is for informational purposes only and does not constitute investment advice. Data may be delayed up to 15 minutes. Past performance is not indicative of future results. Consult a licensed financial advisor before making investment decisions.