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👉 Speaking to reporters at a tech conference in Washington, D.C., Huang said China may be “right behind” the U.S. for now, but it’s a narrow gap. “We are very close,” he said. “Remember this is a long-term, infinite race.” 👉 The Trump administration this month restricted the shipment of Nvidia’s H20 chips to China without a license. That technology, which is related to the Hopper chips used in the rest of the world, was developed to comply with previous U.S. export restrictions. Nvidia said it would take a $5.5 billion hit on the restriction. 👉 Huawei, which is on a U.S. trade blacklist, is reportedly working on an AI chip of its own for Chinese customers. “They’re incredible in computing and network technology, all these essential capabilities to advance AI,” Huang said. “They have made enormous progress in the last several years.”
it hopes to replace some higher-end products of US chip giant Nvidia, the Wall Street Journal has reported. Huawei has approached some Chinese tech companies about testing the technical feasibility of the new chip, called the Ascend 910D, the United States newspaper reported Sunday, citing people familiar with the matter. This was part of our "10 surprises 2025": SURPRISE #6 FROM MAG7 TO LAG7 https://lnkd.in/eKXRsc58
The stock slid almost 5% in extended trading. ➡️ Biden placed these original restrictions on Nvidia, to not allow China to get their hands on the latest generation chips. Nvidia spent billions on new less powerful chips that met the U.S. original criteria so it could still sell to China. And now Trump has ruled those same chips as illegal to be sold to China. For businesses, it is very difficult to operate with this level of policy volatility... Source: Bloomberg, Spencer Hakimian @SpencerHakimian