Huawei plans to ship its new AI chip to Chinese customers next month, right when US export controls are pushing Nvidia out of the market. The timing works perfectly for Chinese tech firms hunting for alternatives to Nvidia's processors.
This is a rather nice demonstration of the double-edged nature of sanctions IMO. Another example is Russia reviving its passenger aircraft manufacturing, including wrapping up the development and certification of modern, fuel efficient engines. And then, after the market saturates in a few years, China will start selling future versions of those accelerators to whoever wants them, for much cheaper than NVIDIA's cost.
