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US chip controls are significantly impacting Nvidia, requiring $5.5 billion in licenses to ship H20 AI to China, while inadvertently boosting Huawei's innovation in the AI chip sector. Analysts note that as Nvidia faces sales losses, Chinese firms, including Huawei, are developing alternatives and improving their capabilities, positioning themselves to challenge Nvidia's dominance in the market. Despite ongoing challenges in chip production, Huawei's advancements in its Ascend series indicate a growing competitiveness against US sanctions.
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us chip controls boost huawei innovation while hindering nvidia growth
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Doug O'laughlin
Phelix Lee
Brady Wang
Paul Triolo
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12:49 21.04.2025
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