华为AI半导体崛起，英伟达焦虑

Group 1 - Nvidia's CEO Jensen Huang has shifted closer to the U.S. government due to concerns over Huawei's rise in AI semiconductor technology, which poses a competitive threat to Nvidia in the global market [1] - The U.S. government's restrictions on AI semiconductor exports to China have prevented Nvidia from fully engaging in the anticipated ¥7 trillion market, increasing the urgency for Nvidia to establish relations with the U.S. government [1] - Huawei's new AI server "CloudMatrix 384," equipped with its own AI chip "Ascend 910C," aims to compensate for performance deficiencies compared to Nvidia's products by leveraging scale, potentially altering the competitive landscape [2] Group 2 - Despite U.S. restrictions, Chinese AI companies continue to purchase Nvidia products, indicating a persistent demand for Nvidia's technology in the market [2] - The U.S. government's export controls have inadvertently facilitated Huawei's business growth in China, allowing it to operate without Nvidia's advanced technology [2] - Nvidia is taking steps to maintain its presence in the Chinese market, including establishing a research and development base in Shanghai [2] Group 3 - Nvidia has established a leading position by creating software platforms that attract developers, but if Huawei develops an independent ecosystem that does not rely on Nvidia's AI chips, the competition in third-party markets could intensify [3]