Nvidia's AI chip sales in China stall, as local chipmakers like Huawei take the lead - TelegraphHerald.com

In the escalating race between the U.S. and China to dominate artificial intelligence, the competition over hardware and computing power is intensifying, with Chinese companies like Huawei overtaking ... Read original →

NVIDIA’s stalled AI chip sales in China reflect the self-inflicted erosion of its global ecosystem due to U.S. export controls. The ban on H100 shipments has accelerated adoption of Huawei’s Ascend 910B, triggering a full-stack technical cascade—from AI frameworks and compilers to data center thermal design—toward localized alternatives. Compliance burdens now extend beyond legal teams into engineering, forcing multinationals to maintain fragmented hardware-software stacks across regions. In response, NVIDIA may rush cut-down SKUs for China, but performance compromises will dilute its architectural authority. Over the next 18 months, China’s domestic AI chip self-sufficiency could exceed 40%, cementing a bifurcated semiconductor order: one anchored in CUDA, the other in Huawei’s CANN and MindSpore. This isn’t just market share reallocation—it’s a fundamental shift in who sets the rules of compute.