“The day that DeepSeek comes out on Huawei first, that is a horrible outcome for our nation – It could lead to a scenario where AI models around the world are developed and they run best on non-American hardware,” said Nvidia's Huang in a recent interview with podcaster Dwarkesh Patel.
For now, Nvidia still holds several major advantages. One of the biggest is its software ecosystem. While Huawei has been developing its Cann platform as a domestic alternative to Nvidia’s widely used CUDA software, developers say it still lags significantly behind in usability and maturity. The difficulties involved in working with Cann can increase development complexity and operating costs for customers, helping NVIDIA maintain a strong grip on the global AI ecosystem.
Regardless, Nvidia’s grip on the Chinese AI chip market has weakened considerably. The sector was once dominated by the American chipmaker, largely through sales of its H20 processor — a modified version designed specifically for the Chinese market to comply with U.S. export restrictions. However, after Washington moved to block sales of the H20 to China last year, Nvidia has struggled to find a replacement product that satisfies both American export rules and Chinese regulatory requirements.
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Etiido Uko is an engineer and technical writer with over nine years of experience in documentation and reporting. He is deeply passionate about all things gadgets, technology, and engineering. ","collapsible":{"enabled":true,"maxHeight":250,"readMoreText":"Read more","readLessText":"Read less"}}), "https://slice.vanilla.futurecdn.net/13-4-22/js/authorBio.js"); } else { console.error('%c FTE ','background: #9306F9; color: #ffffff','no lazy slice hydration function available'); } Etiido Uko Social Links Navigation News Contributor Etiido Uko is an engineer and technical writer with over nine years of experience in documentation and reporting. He is deeply passionate about all things gadgets, technology, and engineering.
Key considerations
- Investor positioning can change fast
- Volatility remains possible near catalysts
- Macro rates and liquidity can dominate flows
Reference reading
- https://www.tomshardware.com/tech-industry/artificial-intelligence/SPONSORED_LINK_URL
- https://www.tomshardware.com/tech-industry/artificial-intelligence/huawei-could-seize-chinas-ai-chip-crown-in-2026-as-nvidias-h200-shipments-stall-in-regulatory-limbo-beijing-pushes-homegrown-ai-hardware-dominance-in-a-market-projected-to-hit-usd67-billion-by-2030#main
- https://www.tomshardware.com
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