[Manthink]

Nvidia CEO Jensen Huang has complained about the multi-billion-dollar hit to his firm from the export controls. In the near term, the chipmaker is the clearest winner in a global AI race marked by who can amass the most amount of computing resources the quickest. By this measure, US restrictions have been successful in slowing China’s AI ascendancy, but they have failed to stop it.  

Huang’s top concern seems to be whether his firm can stay in China  while further stalling the adoption of Huawei’s products – at home and abroad.  Huawei is planning a fundamental redesign of its next AI chip that would make it much easier for Chinese tech companies to switch, the Information reported last week. The rework is still in its early stages, but addresses a key hurdle that has prevented many firms from using local chips: It would allow code developers write for Nvidia’s systems to run on Huawei’s hardware.

He praised DeepSeek’s open-source R1 model....It suggests that Nvidia chief sees AI eventually becoming a commodity. This makes China’s cheaper offerings a lot more alluring globally. It’s also a sign that victory may not be about which model has beaten the latest benchmarks, but whose AI is most widely used by the rest of the world. That should be the biggest worry in Silicon Valley...


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