David Friedberg: Nvidia's Greatest Threat is Huawei

Market Competition - Huawei is predicted to potentially challenge Nvidia in the chip market by 2026 [1] - Huawei's chip production is expected to be high volume and low cost [1] - AI is being used to redesign chip architecture [2] Timeline - Huawei is expected to make announcements regarding its chip capabilities in 2026 [2] - The impact of Huawei's chips is anticipated to be felt by 2027 [2]