Huawei is now accused of poaching talent from NVIDIA in China, as claimed by NVIDIA's Chief Scientist, who said that several former engineers are now working for the Chinese firm.
Huawei Is Now Accelerating Software Efforts By Hiring Former NVIDIA Engineers In China, Stepping Up The Competition
NVIDIA's position in China after the US restrictions has been vulnerable, which is why Jensen has been voicing opposition to the sanctions imposed by the Trump administration. Competitors, in particular, Huawei, are attempting to catch up with the pace in the AI segment, speeding up development of its chips and software ecosystems, and this has apparently made them a potential rival to NVIDIA, as called out by CEO Jensen Huang.
Now, NVIDIA's Chief Scientist, Bill Dally, claims (via Taiwan Economic Daily) that the US's ban on the H20 AI accelerator has given Chinese firms room to grow and helped them seize high-end AI talent, which isn't a good sign for NVIDIA. In 2019, China's AI researchers were said to be less than one-third of the total count, but now, this number has grown to 50%.
Huawei has managed to create an extensive team of AI researchers, who are said to be former NVIDIA engineers developing software for the Chinese firm, as claimed by NVIDIA's Chief Scientist. Team Green's position in China is significant due to the company's robust software ecosystem, the CUDA, which is basically irreplaceable, and has been foundational for Chinese big tech companies. Huawei also has its own alternative, the CANN, which isn't on the same performance parity.
Dally also claimed that Huawei's hardware technology isn't as good as NVIDIA's at all, but when it comes to what Team Green offers to China, the story changes. Huawei's Ascend 910C and 910B chips are said to be more suitable options for domestic companies given their availability and freedom from geopolitical uncertainty. NVIDIA, on the other hand, has to revise its market options in China, which has given Huawei a chance to gain market share, something that Jensen doesn't like at all.
About the author: Muhammad Zuhair is a hardware and technology reporter for Wccftech, specializing in the semiconductor industry and the complex interplay between technology, manufacturing, and geopolitics. His coverage focuses on the corporate strategies and technological roadmaps of industry giants like TSMC, NVIDIA, Samsung, and Intel. Zuhair's expertise lies in deconstructing complex topics such as fabrication nodes (e.g., 2nm process), the economic impact of policies like the CHIPS Act, and the strategic development of AI infrastructure from NVIDIA, AMD and Intel.
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