Nvidia(US:NVDA) Sou Hu Cai Jing·2025-03-24 08:02Core Viewpoint - Huang Renxun, CEO of Nvidia, regards Huawei as the strongest technology company in China, emphasizing the intense competition in the Chinese AI chip market [3] Group 1: Huawei's Strength - Huang Renxun has consistently praised Huawei, highlighting its dominance in every market it enters [3] - During Nvidia's annual meeting in Beijing, Huang experienced Huawei's Mate XT folding phone and described it as "incredible" and "unbelievable" [5] - The real concern for Nvidia is Huawei's strong capabilities in the AI chip sector, particularly with its Ascend chips [7] Group 2: AI Chip Market Dynamics - Huawei's Ascend 910C chip has shown outstanding performance in AI inference, reaching industry-leading levels [7] - The Ascend 910C is expected to begin large-scale shipments following improvements in production yield [7] - Due to U.S. restrictions, domestic manufacturers are currently reliant on Nvidia's less powerful China-specific chips, making the emergence of the Ascend 910C a significant boost for them [9] Group 3: Implications of Huawei's Success - Huang noted that Huawei's ongoing success indicates that U.S. efforts to curb China's technological development have been ineffective [9] - He pointed out that Huawei's influence in the AI field is growing year by year, which cannot be ignored [9] - The respect for Huawei stems from its dedication to core technology development, which helps break through monopolistic barriers and address critical challenges [9]