China’s chip push narrows Nvidia’s AI edge amid US export curbs
US export controls curb Nvidia’s ability to sell its most advanced AI chips in China, accelerating a push by Huawei and other Chinese players to build domestic chip capability. Huawei’s Ascend and other domestic efforts are progressing but still lag Nvidia, while Nvidia remains vital globally and China’s self-sufficiency drive relies on a complex, global supply chain that includes ASML and TSMC. The saga underscores continued competition in the AI chip race as China seeks to reduce reliance on foreign tech despite strong demand for Nvidia’s chips.