Nvidia Chip Ban Won't Stop China's AI Momentum, Say Analysts — Blocking H20 Would Hand Market To Huawei Amid Trump-Era Export Crackdown

About Nvidia Chip Ban Won't Stop China's AI Momentum, Say Analysts — Blocking H20 Would Hand Market To Huawei Amid Trump-Era Export Crackdown

Analysts from Bernstein suggest that prohibiting Nvidia’s AI chips is unlikely to impede China's AI advancement. Instead, it could boost Huawei’s prominence, as reported by Business Insider. The Trump administration plans to impose restrictions on the export of advanced AI chips, potentially leading to a ban. Nvidia reported a substantial financial impact due to inventory and commitments for the H20 chip. In response, Chinese companies are reducing their dependency on Nvidia by leveraging edge devices and Huawei chips.