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Jensen Huang is worried: Tariff war will create a vaccum that China will fill
Nvidia warns U.S. AI hardware export rules may backfire, accelerating Huawei’s AI rise. The AI Diffusion Rule could fracture global standards and threaten America.
Companies that would have gladly stayed with CUDA will have no choice but to migrate, investing the engineering resources needed to make CANN viable. When the dust settles, Huawei and the Chinese tech sector at large could emerge not just as participants in the AI revolution, but as the ones setting its rules. If Nvidia’s warning falls on deaf ears, the US might realize too late that it lost not because its technology was inferior, but because it tried to slow the game instead of playing faster and smarter.
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