NVIDIA CEO Jensen Huang on AI race vs China
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OpenAI, AMD and NVIDIA
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Another hotly-tipped potential challenger to Nvidia is Beijing-based Cambricon Technologies. Its Shanghai-listed shares have more than doubled in value over the last three months as investors bet that it will benefit from Beijing's push for Chinese firms to use locally produced high-end chips.
Nvidia CEO Jensen Huang warns a full China ban 'hurts American companies,' arguing the US wins by making its 'tech stack' the global standard.
After talking to top Chinese tech companies Huawei, Cambricon, Alibaba, and Baidu about their chip development, Beijing has concluded that Chinese AI processors are now comparable or even better than the downgraded Nvidia products that are allowed into China, according to the FT, citing a person with knowledge of the matter.
Chinese regulators say a preliminary investigation found Nvidia violated anti-monopoly laws. The State Administration for Market Regulation also said Monday it would carry out further investigation into Nvidia's acquisition of Mellanox.
Huawei's rapid production of AI chips poses a serious test for Nvidia's dominance in China. With government support and competitive pricing, Huawei is challenging Nvidia in its own backyard. Investors should take note of the shifting landscape in the world's largest AI hardware market.
Beijing’s antitrust regulator said an initial investigation found that the Santa Clara, California-based chipmaker Nvidia violated China's antimonopoly law.
China should develop chips to create AI that doesn’t rely on the type of accelerators popularized by Nvidia Corp., a top government adviser said, warning that Asian companies in particular risk becoming beholden to US technology.
A multibillion-dollar deal for Nvidia Corporation (NASDAQ:NVDA) to supply advanced AI chips to the UAE has been stalled for months, reportedly frustrating CEO Jensen Huang as U.S. Commerce Secretary Howard Lutnick pushes Abu Dhabi to finalize