Nvidia admits Huawei is one of its main competitors

Nvidia's report notes that Huawei also supplies GPUs, central processing units, and networking components to the market, so it can be considered a solution provider for cloud service providers related to artificial intelligence (AI). All of this allows Nvidia to consider Huawei as one of its major competitors.

The US ban creates quite clear advantages for Huawei in China.

Analysts estimate that the Chinese market could be a $7 billion revenue source for AI system component makers. While Nvidia’s own operations in China have been limited by US sanctions, Huawei has a clear advantage. Even though Huawei’s Ascend 910B GPU has the same performance as the Nvidia A100, which was introduced three years ago, the US government ’s ban has given Huawei’s products a competitive advantage.

In addition to Huawei, Nvidia also mentioned other major competitors in its report, including Intel, AMD, Broadcom, and Qualcomm. Broadcom and Qualcomm manufacture telecommunications components. In addition, cloud companies Amazon and Microsoft are also considered direct competitors by Nvidia.

Notably, according to its 10-K form, one of the major cloud providers contributed 13% of Nvidia’s financial revenue in the last fiscal year. That figure is estimated to be around $12 billion. But experts also say that the high concentration of revenue in a few key partners can pose certain risks for the company.

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