David Sacks, advisor to the President of the United States on science and technology policy, issued a warning in a recent interview:The gap between China and the United States in the field of AI chip design has narrowed to only 1.5 to 2 years.Sachs said that although Huawei is still restricted in GPU production, it is catching up very quickly and is very likely to become a hardware supplier that cannot be ignored in the global market in the future.
He predicted that Huawei may soon begin exporting AI chips, which will trigger fierce competition for dominance of the global technology stack.
It is generally accepted in the industry that many AI workloads do not require the most cutting-edge hardware. If Huawei can provide high-performance products at extremely competitive prices, it will pose a substantial challenge to Nvidia and AMD.
According to reports,Huawei plans to double the production of its flagship Ascend 910C AI chip to approximately 600,000 units in 2026.
Huawei plans to ship approximately 750,000 new-generation 950PR chips this year. It has begun sending samples to customers and is expected to start mass production in April.
At the same time, Sacks criticized current U.S. export control policies. Sacks believes that sales to AIA should not be restricted, otherwise it will give competitors the opportunity to expand market share.
Nvidia CEO Jensen Huang has also repeatedly expressed concerns about export controls. In March this year, he reluctantly admitted that the United States’ continued tightening of export controls had caused Nvidia’s share of China’s high-end AI chip market to drop directly from 95% to zero.
Huang Renxun warned that prohibiting China from obtaining American AI chips would cause the United States to lose half of the world's AI developer resources, which would be more harmful to the United States in the long run.
