huawei

Nvidia CEO Jensen Huang has acknowledged the company has largely conceded China's AI chip market to huawei due to US export restrictions, with Nvidia's market share in the region dropping to zero. Huang praised huawei's strength and its local chip ecosystem, stating Nvidia has "evacuated that market."

Nvidia CEO Jensen Huang issued a stark warning: failing to embrace AI could cost jobs. He believes AI will automate routine tasks, boosting creativity and decision-making, potentially doubling global GDP. Huang also admitted Nvidia has largely lost China's AI chip market to huawei due to US restrictions, with their market share dropping to zero.

The European Union is urging member states to steer clear of telecom equipment from Chinese firms like huawei and ZTE, citing cybersecurity concerns. This recommendation, part of a broader strategy to bolster network security, could lead to restrictions or bans on 'high-risk' suppliers. While not an immediate mandate, it signals a significant shift in the EU's approach to critical infrastructure.

Nvidia CEO Jensen Huang joined Donald Trump's Beijing summit at the last minute, boarding Air Force One in Alaska, but China still won't approve H200 AI chip purchases. Trump said Beijing "chose not to" because it wants homegrown silicon. With DeepSeek now running on huawei chips and 10 cleared Chinese firms yet to place orders, Nvidia's China stalemate looks set to drag on.

Nvidia's market share in China has fallen to zero. CEO Jensen Huang believes the market will eventually reopen. US President Donald Trump discussed chip issues with Chinese leaders. China is prioritizing homegrown chips from companies like huawei. This situation poses a significant risk to Nvidia's substantial business opportunities in the region.

China has reportedly banned Nvidia's RTX 5090D V2 graphics card, a modified version of its top-tier chip, just after US President Trump's visit. This move, aimed at fostering domestic AI chip development, effectively cuts off Chinese developers from accessing Nvidia hardware, a scenario Nvidia CEO Jensen Huang has warned could backfire by accelerating China's self-sufficiency.

Nvidia CEO Jensen Huang dismissed calls for a complete US cutoff of advanced AI chips to China, deeming the idea "ridiculous." He argued that such bans would backfire, forcing China to build an independent tech ecosystem and harming US global dominance. Huang advocates for continued competition and international sales to keep AI development within the American tech ecosystem.

US approved major Chinese tech giants like Alibaba and Tencent to acquire Nvidia's advanced H200 AI chips. However, no sales have materialized as Beijing reportedly discourages domestic firms from buying foreign technology, prioritizing the development of its own chip industry, particularly huawei's. Nvidia's CEO is now in China, hoping for a breakthrough.

China's blocking of Meta's $2 billion Manus AI acquisition signals a shift, making Singapore a less effective shield for Chinese tech firms seeking Western exits. Regulators intervened despite Manus's Singapore registration, barring founders from leaving the country. This move suggests Beijing's scrutiny now extends beyond incorporation, impacting future international ventures.