Where is Nvidia? Chinese rivals take the limelight at major AI event

Beijing – Less than two weeks Nvidia CEO Jensen Huang’s high -profile visit to Beijing, US chipset, attracted attention with its absence at the largest AI event of the year.

Despite the renewed hopes of selling the less developed H20 jeeps to China this month, Nvidia did not have a stand at the World AI conference on Saturday in Shanghai. The company rejected CNBC’s request for comments.

In contrast, Nvidia’s Chinese rival Huawei had a large screen near the entrance to the venue – focused on Ascend Ai chips. Huang called Huawei as “one of the most challenging technology companies in the world”, but warned that if it sticks to the export pavements in Beijing, Nvidia in China could replace it.

Telecom showed the giant first 384 AI Model The hardware of the information processing system that connects 384 ACEND Cips to provide strength to its training and use. Huawei markets the product as “Atlas 900 A3 Superpod”.

Earlier this year, although the research company Semanaliz is less powerful than Nvidia’s most advanced Blackwell chip of a rise chip, an early view of a Huawei system described in Shanghai, Offers the inequality by making five times more excavations In the GB200 Information Processing System, more chips than NVIDIA. But there is a productivity cost Huawei’s systems require much more power In the report, for Nvidia to operate.

Huawei is far from being the only Chinese player in the complex supply chain for advanced chips. For example, semiconductor designer Moore Threads and Startup Yunsilicon had both stands at the AI Expo Center in Shanghai.

Most of the participants, from Startups to giants such as Tencent and Alibaba, showed AI applications in robotic, smart glasses and translation applications. In general, less speeches were made at EXPO to provide power to NVIDIA’s products.

Internet Technology Company Network‘S Youao Business exhibited a hand stick device to help students examine materials for university entrance exams.

Gao Huituan, Product Manager of Education Learning Hardware in Youdao, said the device is currently using the AI that uses both the cloud and the “EDGE” AI.

When we look forward, he said that new AI chips have become more powerful and support different types of product.

In Mandarin, which was surrounded by CNBC, Nvidia’s chips focus more on cloud computing power, “very perfect chip manufacturers produced in Turkey are working on some edge devices,” he said. “Now everyone has relatively good information processing power.”

Nvidia has become the most valuable company in the world and is getting demanded on its chips, which maintains its latest productive AI breakthroughs.

The company had to stop sales to China due to more harsh export controls in the last three years, which aims to reduce China’s AI capabilities and prevented NVIDIA from selling the most advanced chips to the country. The company adapted H20 for China, which Huang says it was a market of $ 50 billion.

Tesla, Google, Amazon Web Services and Siemens were among the US and European companies at the AI Conference in Shanghai.

At the beginning of this month, Nvidia had a booth in Beijing, Huang’s annual supply chain conference overlapping with Huang’s third visit to China this year, and that the US chip producer would allow H20 chips to continue to sell to China.

However, the company did not share when the shipments will start or how many orders from Chinese customers.

“NVIDIA is not only due to H20, but also because of flagship products such as GB300 (AI) GPU development. He said. “The return of the H20 can help NVIDIA remain in AI data central systems, especially when domestic alternatives are concealed.”

Chinese Prime Minister Li Qiang announced his plans for a global AI cooperation organization during a speech at the opening ceremony on Saturday. First The center will probably be in ShanghaiHe said state media.

Plans come only a few days after an American action plan, which includes calls for “awake” prejudice in AI models for US President Donald Trump for AI models and support the deployment of US technology abroad.