Opinion
Council on Foreign RelationsOpinion

China’s AI Chip Deficit: Why Huawei Can’t Catch Nvidia and U.S. Export Controls Should Remain

Executive SummaryOn December 8, the Trump administration announced plans to loosen U.S. export controls on artificial intelligence (AI) chips to China by approving the sale of Nvidia H200 chips—the ...

US taking 25% cut of Nvidia chip sales “makes no sense,” experts say

Sullivan, a former Biden-era national security advisor who helped design AI chip export curbs on China, told the NYT that ...

Daniel Newman Says Nvidia Still Key To China's AI Ambitions: Beijing Has 'Better Chance Of Keeping Up' In AI Race Using US Chips Despite Huawei Push

Futurum CEO Daniel Newman says China still needs Nvidia's H200 chips to stay competitive in AI despite political tensions, ...
Fudzilla

Huawei plots Nvidia AI replacement with Ascend chip

Huawei is preparing to test its latest AI chip, the Ascend 910D, hoping it can challenge higher-end products from Nvidia as US restrictions batter the Chinese semiconductor industry. According to ...
The Japan Times

Trump’s reprieve for Nvidia’s H200 spurred by Huawei’s AI gains

The U.S. president concluded the move carried a lower security risk because Huawei already offers AI systems with comparable ...
Nasdaq

Did Huawei Just Say "Checkmate" to Nvidia?

Privately held Chinese tech conglomerate Huawei is reportedly building a new chip to rival Nvidia (NASDAQ: NVDA), which has long been considered the world's dominant artificial intelligence (AI) ...
Benzinga.com

Nvidia Faces New Challenge As Huawei Tests Powerful Ascend 910D AI Chip Amid US Sanctions, Aiming To Disrupt High-End Market: Report

Editor’s Note: This story has been updated to reflect the correct ticker symbol for Nvidia. Huawei Technologies is reportedly preparing to test its most powerful artificial intelligence processor ...