Despite being hindered by years of U.S. trade restrictions, Huawei has quietly emerged as one of the fiercest competitors ...

Boss Jensen Huang is heading to China where the company’s pared-back AI processors will be in hot demand. But the US ...

Although companies are developing in-house AI chips, ecosystems not yet mature to fully replace NVIDIA’s advantages in system ...

Nvidia CEO Jensen Huang is no stranger to Beijing, but his most recent visit, his third to China this year, cemented his rock ...

That message appears to have resonated in Washington. Nvidia confirmed last week that it had received US government approval ...

David Sacks said this would "deprive Huawei of basically having this giant market share in China." ...

Why It Matters: Huang’s trip came as Nvidia resumed sales of its advanced H20 AI chips to China, after a temporary U.S. ban ...

China’s Huawei Technologies is plotting a fundamental redesign of its next artificial intelligence chip in a bid to seize ...

With help from a longtime Silicon Valley investor turned White House insider, Mr. Huang got the administration to reverse ...

Nvidia: H20 export reinstated, bolstering the $200 by this year-end bull case and reviving the China growth story.

Huawei unveils AI CloudMatrix 384 system based on 384 Ascend 910C processors that can beat Nvidia's GB200 NVL72 in performance, but at the cost of efficiency.

Huawei's best chip is at rough parity with the H20. Both are at least 6x slower than Nvidia's current best. But this is the situation designed and preferred by the US State Dept.