Where is nvidia? Chinese rival
On July 26, 2025, at the World AI conference in Shanghai, Chinese Telecom Rakshas Huawei gave its upheaval chips and system artificial intelligence models.
CNBC | Cheng Els
Beijing – less after two weeks Nvidia Hi-Profile of Chief Executive Officer Jansen Huang Visit BeijingThe American Chipmaker is evident at the Chinese AIA competition in the year of the year.
Despite the renewal of the sale of less advanced H -20 chips to China again this month, NVDia did not have a booth at the World AI conference opened in Shanghai on Saturday. The company refuses to request CNBC for comment.
On the contrary, NVVPia’s China’s rival Huawei was a major exhibition – focusing on its ascending AI chips – at the entrance to the program. Huang has said Huawele “One of the strongest technologies “The world’s companies, while warning that the US exports curb to Beijing can replace NVDia in China.
Showed the telecom monster For the first time AI Model Training and Use AI Model J. 384 ASEND CHIPS combines for its computer system. Huawei is marketing the product as a “Atlas 900A superpod”.
At the beginning of this year, the Research Firm Semianalis pointed out that even though a climbing chip could be less powerful than the most advanced blackwell chip of NVDia, but the initial appearance of the Huaweed system unveiled in Shanghai in Shanghai. Offset of inequality by raising five times more Chips are done in its GB 200 computer system than nvdia. But a efficiency is worth Huawe’s system needs more power The report states, rather than nvdia to operate.
Huawei is far from becoming the only Chinese player in the complex Supply chains for advanced chips?? For example, both semiconductor designer Moore Threads and Startup Unicillicon had booths at the AI Expo Center in Shanghai.
From startups to giants like Tenscent and Aliba, many exhibits showed AI applications in robotics, smart glasses and translation apps. Overall, there was less discussion in the expo about the need for NVIDA to give their products strength.
Internet tech company ReticulateThe UDO business has displayed a handheld bar that uses AI to help students study the content for college entrance exams.
The device currently uses both the cloud and the device’s “Age” AI AI, said Gao Hutuan, the production manager of educational education hardware in Udo.
He further said that new AI AI chips are becoming more powerful and capable of supporting a variety of products.
While NVDia’s chips focusing more on cloud computing power, “Many home -made, very excellent chip manufacturers are working on some edge equipment,” he said in Mandarin, translated by CNBC. “Now everyone has a relatively good computer power.”
Technology stress
NVIDA has become the most valuable company in the world, which has ridiculed its chips that the latest generating AI breakthroughs have been run.
In the last three years, the purpose of reducing China’s AI capacity has been prevented from the hard -working control and the sale of the most advanced chips in the country. The company created H20 for China, which has said that Huang has said that $ 50 billion is a market.
At the AI conference in Shanghai, Tesla, Google, Amazon Mezon Web Services and Seems were one of the US and European companies.
Earlier this month, the Annual Supply Chain Conference had a booth in Beijing, which was associated with Huang’s third visit this year, and the United States will allow Chipmaker to resume H -20 chips.
But the company did not share when the shipment would start or how many orders he received from Chinese customers.
“Nvidia (AI) is a GPU development model (AI) is not only for medium -term flagship products, but also for flagship products like GB300,” Morningstar’s senior equity analyst Felix Lee said in an email statement. “H20’s refunds can help NVVia to stay in the AI Datnacter System as a D Facto Standard, especially when home options hide.”
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Beijing technology is trying to promote self-reliance because he has entered American restrictions in high-end technology. The weekends have also taken another step to promote his AI standards globally.
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