NVIDIA Chief Scientist Bill Dally says Huawei steals engineers from his company inside China. Former NVIDIA workers help Huawei build software programs for Chinese technology projects. US trade restrictions against China created opportunities for local companies to hire skilled computer experts. China had fewer than one third of global AI researchers during 2019 but reached 50% today. Huawei recruited many talented people who used to work at NVIDIA offices.
Jensen Huang opposes trade sanctions because they hurt NVIDIA business across Chinese markets. Huawei developed CANN software to compete against NVIDIA's popular CUDA programming tools. CANN technology works slower than CUDA but gives Chinese companies freedom from American restrictions. Huawei makes Ascend 910C and 910B computer chips for domestic companies who want reliable supplies. NVIDIA must change its China strategy because competitors gain market share through local hiring.
Chinese technology firms prefer Huawei products because they avoid political problems with American suppliers. Dally admits Huawei hardware runs worse than NVIDIA equipment but Chinese buyers care about steady access. Trade wars pushed Chinese companies toward domestic technology providers like Huawei instead of foreign brands. NVIDIA faces stronger competition as former employees help rivals develop better software programs. American chip restrictions accidentally helped Chinese companies build stronger engineering teams.
Jensen Huang opposes trade sanctions because they hurt NVIDIA business across Chinese markets. Huawei developed CANN software to compete against NVIDIA's popular CUDA programming tools. CANN technology works slower than CUDA but gives Chinese companies freedom from American restrictions. Huawei makes Ascend 910C and 910B computer chips for domestic companies who want reliable supplies. NVIDIA must change its China strategy because competitors gain market share through local hiring.
Chinese technology firms prefer Huawei products because they avoid political problems with American suppliers. Dally admits Huawei hardware runs worse than NVIDIA equipment but Chinese buyers care about steady access. Trade wars pushed Chinese companies toward domestic technology providers like Huawei instead of foreign brands. NVIDIA faces stronger competition as former employees help rivals develop better software programs. American chip restrictions accidentally helped Chinese companies build stronger engineering teams.
