Analysis-US chip curbs give Huawei a chance to fill the Nvidia void in China

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Analysis-US chip curbs give Huawei a chance to fill the Nvidia void in China
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Masstown farmer launches pumpkins over a kilometre for charity | SaltWireHONG KONG - U.S. measures to limit the export of advanced artificial intelligence chips to China may create an opening for Huawei Technologies to expand in its $7 billion home market as the curbs force Nvidia to retreat, analysts say.

Jiang Yifan, chief market analyst at brokerage Guotai Junan Securities, said another key limiting factor for Chinese firms was the reliance of most projects on Nvidia's chips and software ecosystem, but that could change with the U.S. restrictions. Woz Ahmed, a former chip design executive turned consultant, said that for Huawei to win Chinese clients from Nvidia, it must replicate the ecosystem Nvidia created, including supporting clients to move their data and models to Huawei's own platform.

Over the past year, the telecoms giant has shown signs that it is beating back against the U.S. curbs by unveiling an advanced smartphone chip and making claims of breakthroughs in chip design tools. On Thursday, during iFlyTek's earnings call, Senior Vice President Jiang Tao said the Ascend 910B's capabilities were"comparable to Nvidia's A100" and announced that it was developing a general-purpose AI infrastructure in China alongside Huawei.

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