Recently, NVIDIA CEO Jensen Huang said in an interview,Huawei is not only extremely innovative, but also a company of extraordinary scale and strength. He even bluntly stated that “Huawei is much larger than us. In terms of company size, staff size, and technical capabilities, they are both broad and deep."
He said that if anyone takes a closer look at Huawei mobile phones, they will understand the technological miracles contained in them. If you look at Huawei now, they are very good in the field of autonomous driving and have excellent AI technology. This is a company with strong chip design capabilities, system design and system software. He even bluntly stated that it is only a matter of time before Huawei chips replace NVIDIA in AI training.
"They are our competitors, but we can still admire and respect our competitors and maintain a good relationship with them. Our opponents are not enemies." Huang said, "The world is a big place and I hope we can continue to compete for many years to come, but my feelings for them are one of admiration, respect and a strong sense of competition. "
Huang Renxun praised so fiercely that he even said that he was "at a loss for words". Is it a strategic plan or the truth??
Some people believe that Huang Renxun mainly wants to show goodwill to the Chinese market.
Su Lianjie, chief analyst at Omdia Research Company, commented,Huang Renxun is trying his best to close relations with China without offending the United States, so his praises somewhat mean to please his hosts.
With TSMC unable to manufacture for Huawei, the US think tank RAND Corporation has pointed out that China's AI development still faces challenges in chip performance and infrastructure. Take Huawei's Ascend series as an example. Due to process limitations, its performance is generally considered to still lag behind NVIDIA chips. Currently, most large-scale AI training in China still uses NVIDIA GPUs, and only switches to Ascend solutions when choices are limited.
However, there are also opinions that Huang Renxun is not just talking about the situation., Business Insider pointed out that from a technical perspective,Huawei has indeed made amazing breakthroughs in the fields of chip design and AI algorithms in recent years. Some of its latest AI chips pose a real threat to NVIDIA in the Chinese market. Therefore, Huang Renxun's praise is to a large extent a warning to the West that "Huawei has become a competitor that cannot be underestimated."
Former Qualcomm CEO Steve Mollenkopf also said that Huawei has indeed taken advantage of the US sanctions to significantly improve its local supply chain capabilities, which may change the AI chip market structure in the long run. Therefore, Huang Renxun’s praise is not unfounded, but reflects to a certain extent the real pressure that Huawei’s rise has brought to NVIDIA.
