Huawei May Have Just Challenged One Of Nvidia’s Biggest Advantages
-
The AI chip race is getting a lot more interesting.
-
Nvidia definitely won’t have this market to itself forever.
-
China finding another path around lithography limits is fascinating.
-
1.4nm-equivalent density by 2031 sounds ambitious

-
Competition in AI hardware is only getting started.
-
Restrictions can sometimes accelerate alternative technologies.
-
The next decade of AI hardware is going to be wild.
-
Nvidia has the lead, but everyone wants a piece of it.
-
AI is turning semiconductors into a geopolitical battlefield.
-
More competition should eventually mean cheaper compute.