Nvidia names Huawei a top competitor in major areas including AI chips

Nvidia has identified Huawei as a major competitor in the production of processors for artificial intelligence (AI) systems. In its annual report, Nvidia listed Huawei as a competitor in several categories including hardware and software for graphic processing units (GPUs), cloud services, Arm-based central processing units (CPUs), and networking products. Other companies mentioned as rivals in certain areas were AMD, Amazon, Microsoft, and Broadcom. Huawei surprised the world by launching a cutting-edge phone powered by advanced chips despite facing restrictions imposed by the US. Nvidia expressed concerns about being caught up in the geopolitical tensions between the US and China, which could impact its competitive position in the long term.