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Nvidia sees Huawei, Intel in rear mirror as it grapples with China ban

Dec 06, 2023 - theregister.com
Nvidia CEO Jensen Huang has identified Huawei and Intel as potential competitors in the AI accelerator hardware market. Huawei, despite US sanctions, has received significant support from Beijing and has already developed its own Ascend AI chips. Intel, on the other hand, has its own Data Center GPU Max accelerators and is promoting the concept of the “AI PC” with its upcoming Meteor Lake processors.

Meanwhile, Nvidia is working with the US government to continue selling products to China that comply with the latest export restrictions. This comes after Washington's updated restrictions in October halted sales of Nvidia's GPU products to China. However, US Secretary of Commerce Gina Raimondo has indicated that the US will continue to tighten restrictions to prevent China from circumventing them.

Key takeaways:

  • Nvidia's CEO, Jensen Huang, identifies Huawei and Intel as potential competitors in the AI accelerator hardware space.
  • Huawei has received significant funding and support from the Chinese government to build its own chip fabrication facilities and create a self-sufficient chip ecosystem.
  • Nvidia is working with the US authorities to develop new products that comply with the latest export restrictions, as 20 to 25 percent of Nvidia's datacenter revenue is generated by sales in China.
  • US Secretary of Commerce, Gina Raimondo, has stated that the US will continue to tighten restrictions to prevent China from obtaining AI-capable chips.
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