Nvidia CEO Jensen Huang Acknowledges Huawei's AI Chip Potential to Rival Nvidia in AI Training

On July 16, Nvidia CEO Jensen Huang addressed the future role of Huawei's AI chips in potentially replacing Nvidia within the realm of AI training. Huang acknowledged that this shift is merely a matter of time, due to Huawei's exceptional capabilities in chip design and market influence.

Huang emphasized that after Nvidia's three decades in AI ecosystem development, Huawei's relatively brief period of innovation has already demonstrated significant strength. He stated, "No one has devoted more effort to building the AI ecosystem than I have, yet Huawei has reached a level where they can be compared with us, which speaks volumes about their prowess."

During a media briefing in Beijing, Huang lauded Huawei's chip design as "extremely impressive" and acknowledged Huawei's competence in system and network engineering. Huawei's offering of proprietary cloud services was noted as a considerable advantage over Nvidia, which lacks such offerings.

Huang stressed the importance of learning from Huawei and other competitors, acknowledging that underestimating Huawei and China’s manufacturing capabilities is "deeply naive." He mentioned the breadth of Huawei’s technological innovations and the company's robust market positioning.

As AI continues to revolutionize various industries, Huang illustrated its transformative impact on computer graphics, citing examples like Black Myth: Wukong, which deploys numerous AI technologies for striking visual effects. He also touched upon AI's potential in quantum computing and its implications for biology and the physical world.

In Huang's perspective, China's AI landscape is advancing at an astonishing pace, with notable contributions from companies like DeepSeek and Alibaba. DeepSeek is identified as the pioneer in open-source inference models, marking a significant breakthrough in AI technology.

He expressed optimism about the future, envisioning Nvidia's enhanced technology offerings in China, driven by ongoing advancements. Huang reaffirmed the commitment to elevate capabilities and adapt the company despite external political factors.