Huawei May Have Just Challenged One Of Nvidia’s Biggest Advantages

[Patapim]

Sanctions might have pushed Huawei to innovate differently.

[BrutalAge*gofast]

Nvidia definitely won’t have this market to itself forever.

[Pitchfork_IS_power]

China finding another path around lithography limits is fascinating.

[Capybara_Capybara]

1.4nm-equivalent density by 2031 sounds ambitious

[CoffeeZombie]

Competition in AI hardware is only getting started.

[Saturnito]

If this actually scales, the semiconductor market could change massively.

[bred]

Huawei playing the long game here.

[Revenant]

Chip stacking might become just as important as smaller nodes.

[febe3f2e35]

Restrictions can sometimes accelerate alternative technologies.

[0c4535c1a0]

The next decade of AI hardware is going to be wild.

[d82ae58262]

Nvidia has the lead, but everyone wants a piece of it.

[GummyBear]

Curious to see how this performs outside the lab.

[ChewBeast]

Claims are one thing, mass production is the real test.

[9777089235]

AI is turning semiconductors into a geopolitical battlefield.

[059d96d16a]

More competition should eventually mean cheaper compute.