Huawei will benefit from blockages against China, says Nvidia

The decision of the United States government to block the sending of GPUs and other hardware to China will have Huawei as one of the main beneficiaries. Who states this is Nvidia herself, who recently met with members of Congress to try to discuss ways to continue operating in the foreign country.

“If DeepSek R1 has been trained (in Huawei chips) or a future Chinese opensource model is trained to be highly optimized in Huawei chips, this would risk creating global market demand for your chips”Said a senior member of Congress to Reuters. With this, the United States would suffer a hard blow to their claims to become the world leaders of artificial intelligence.

In a later statement, Nvidia confirmed that her CEO, Jensen Huang, has recently met with members of the Foreign Affairs Committee. Among the subjects discussed is importance of investing in the establishment of infrastructure and product manufacturing lines within the United States.

Nvidia sees her position in China threatened by Huawei

One of the main problems faced by Nvidia is currently the ban on selling H20 products to China. They are known for bringing one of the most competent artificial intelligence solutions on the market, which helped them become quite popular – and profitable.

In addition to the United States authorities are irreducible in releasing the sale of the devices, Huawei has been gaining space in the market. The company recently announced the Hopper H10 and H20 accelerators AI, which have already begun to be adopted by giants such as Bytedance (from Tiktok) and Tencent.

The company also recently revealed its Cloudmatrix 384 cluster with the Ascend 910B chip, which promises to perform similar (or even superior) performance to the NVIDIA GB200 NVL27. With the absence of the US company in the Chinese market, it has a great chance of growing a lot in the country and turning into the standard option for many relevant customers who operate there.

Source: Reuters