Nvidia’s Biggest Chinese Rival Huawei Struggles to Win at Home

Nvidia CEO Jensen Huang has in the past months repeatedly warned, in both public speeches and closed-door meetings, of intensifying competition from China’s Huawei Technologies in the market for AI chips. In reality, Huawei is having a hard time convincing some of the biggest tech companies in China to use its chips.

Chinese tech heavyweights like ByteDance, Alibaba Group, and Tencent Holdings are actively testing Huawei’s artificial intelligence chips, but they have yet to order large numbers of the chips, according to multiple employees at these companies and at smaller tech firms. The tech giants in China prefer to keep using Nvidia chips despite a growing shortage caused by U.S. export blocks.