b2b-daily
Home | IT | Hardware

Can Huawei Overtake NVIDIA in the AI Chip Race?

Avatar photo
by Bairon McAdams
May 7, 2025
Image Credit: Freepik / Freepik
Can Huawei Overtake NVIDIA in the AI Chip Race?
Article Highlights
Off On

In a world where artificial intelligence is becoming increasingly integral to technological advancement, the chip manufacturing arena is witnessing fierce competition. As the United States and China vie for dominance, NVIDIA and Huawei are notable entities in this “AI war.” This rivalry comes in the wake of stringent US export regulations affecting NVIDIA, opening a window of opportunity for Huawei to expand its foothold in AI technology. These developments raise a critical question: can Huawei leverage geopolitical shifts to outpace NVIDIA in the AI chip domain? Huawei’s strategic maneuvers and product innovations, such as the development of its Ascend AI chips, hint at its determination to challenge NVIDIA’s established presence in the market. The global landscape of AI technology is undergoing a rapid transformation, and both firms are well aware of the stakes involved.

The Current Competitive Landscape

Huawei has emerged as a strong player in the AI chip market, especially after US restrictions on NVIDIA exports. These regulatory measures have inadvertently enabled Huawei to gain market share by supplying its advanced AI technology to major firms like ByteDance and Tencent. Although NVIDIA still leads globally, Huawei’s Ascend AI chips in various applications suggest a shift in industry dynamics. The introduction of Huawei’s CloudMatrix 384, boasting the Ascend 910B chip, highlights the company’s innovation, despite its higher costs. NVIDIA is aware of these shifts, expressing concerns to US lawmakers about regulations favoring Huawei. These restrictions pose significant challenges for NVIDIA, introducing competition amid fluctuating geopolitical scenarios. As AI technology becomes integral to global industrial strategies, the impact of government policies on competition is crucial. Both firms are navigating innovation, regulation, and market demand, weaving a complex landscape of technological ambitions with global power dynamics. If Huawei can manage its costs and enhance its chip capabilities, it stands ready to compete more effectively globally.

AIInnovationProduct DevelopmentRegulation

Explore more

Trend Analysis: Cross-Border E-commerce Tech
January 8, 2026

Selling to a global audience has become the modern brand’s ultimate ambition, yet this dream is often tangled in a complex web of logistical, financial, and regulatory challenges. As online brands chase customers across continents, they face a maze of disparate systems for shipping, returns, taxes, and payments that can quickly render international expansion unprofitable and unmanageable. To address this,

Trend Analysis: Wealth Management Consolidation
January 8, 2026

The financial advisory landscape is undergoing a seismic shift, with a relentless wave of mergers and acquisitions rapidly redrawing the map and challenging the very definition of a successful independent practice. This consolidation is not merely a background hum; it is a powerful force with profound significance for independent advisors navigating their future, large firms seeking to dominate the market,

High-Growth Founders Rewrite Wealth Management Rules
January 8, 2026

A new class of entrepreneur is generating unprecedented wealth at extraordinary speed, yet a silent and pervasive dissatisfaction now echoes through the halls of private banking. This is not merely a service complaint; it is the sound of a tectonic shift. A generation of commercially sophisticated, globally-minded founders is no longer willing to conform to the rigid, slow-moving structures of

In an Age of AI Noise, Your Content Must Be Signal
January 8, 2026

Amidst the ceaseless digital torrent where algorithms churn out oceans of text and imagery with astonishing speed, a singular, quiet truth has emerged as the most critical determinant of brand survival and influence. The game is no longer about who can shout the loudest or most often; it is about who can whisper something meaningful that an audience chooses to

Workday’s Rock Star Ads Redefine B2B Marketing
January 8, 2026

The long-established playbook for business-to-business marketing, once heavily reliant on a direct path to lead generation, is being fundamentally rewritten for the modern era. In a landscape increasingly filtered through artificial intelligence, where algorithms and automated systems often serve as the first point of contact for potential customers, the strategic imperative has shifted dramatically. The new focus is a more