Juang said that the US’s restrictions on supplying Nvidia chips to China strengthened the Huawei position unintentionally and allowed the Chinese company to seize the AI market.
After the tightening of sanctions, the Nvidia administration had to stop the supply of the H20 chip, especially for China. This paved the way for Huawei, who actively encourages Ascend chips, including a strong rise prepared for mass production. These chips are used to teach large language models such as Deepseek R1 and can create global demand for Huawei products.
Source: Ferra
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