Huawei Has Got China and Everybody Covered — Nvidia CEO Warns of Long-Term AI Consequences If U.S. Maintains Tech Restrictions

While Washington tightens its suffocation on advanced semiconductor exports to China, Nvidia says that Huawei is ready to fill the vacuum cleaner left by American technology.

“Huawei covered China,” the CEO of Nvidia, CNBC CEO, warned that continuous American restrictions, could involuntarily cement the alternative ia of China – one where American influence would be absent.

The statement came only a few days after Huawei CEO Ren Zhengfei admitted that company flea technology is still lagging behind by a generation, even though Beijing continues to portray Huawei as the best competitor of the AI ​​chips in the country. Addressing People’s Daily, Ren said: “The United States has exaggerated Huawei’s achievements. Huawei is not so great. We have to work hard to reach their evaluation.”

Despite this admission, Huawei’s presence in the Chinese AI landscape increases, especially since she develops local alternatives to the high -end GPUs of Nvidia, which were cut under American export restrictions. Huang, speaking about the Viva technology conference in Paris, said the real threat was not Huawei’s current capacity – but what the future holds if American companies are excluded from the second world economy.

Huang did not mock the words when asked for the implications of fleas exports prohibited in the United States to Chinese companies.

“If the United States does not want to participate, participate in China, Huawei covered China – and Huawei has covered everyone,” Huang told CNBC. “Our technology is a generation in front of their own,” he said, but warned that losing access to the Chinese AI developer base would have a cost that the United States would not yet understand completely.

The NVIDIA chief stressed the importance of the world’s developers who continue to rely on the American technological pile rather than pivoting the hardware and software alternatives in Chinese.

“If we want the American technological battery to win in the world, then give up 50% of AI world researchers are not reasonable,” he said. “As long as all AI developers are in China, I think the Chinese battery will win. We must be aware of short -term actions that have long -term and involuntary consequences. ”

The rift of American-Chinese technology is deepened

The growing flaw between the United States and China in technology is now the most visible in the AI ​​and semiconductor sectors. Since 2022, the United States has imposed several waves of export controls restricting the sale of high performance fleas to Chinese companies. These restrictions were extended as part of President Donald Trump’s return.

In addition to limiting fleas exports, the White House recently announced its intention to “aggressively revoke the visas” of Chinese students, in particular those in strategic fields such as AI and quantum IT. Last month, the US trade department also warned American companies and institutions against the use of flea from Chinese companies, distinguishing Huawei again.

Beijing reacted to duplicating its technological self -sufficiency strategy. Companies like Huawei, SMIC and others receive a heavy support to accelerate national innovation in AI chips and computer equipment. Huawei’s Ascend 910B processor, developed entirely internally, is now in the center of its thrust to replace Nvidia in China.

Huang revealed that he continued to engage with the Trump administration to explain the complexities of Nvidia technology and the wider IA industry.

“Trump knows what he is doing. He has a match plan. I trust him, and we will support him as best we can,” said Huang, adding that he believes that American decisions should take into account strategic implications for AI world leadership.

However, the challenge is steep. Nvidia dominates the ia flea market in the world, but has seen its Chinese activities considerably decrease in export restrictions. The company has attempted to develop personalized fleas like the H20, L20 and L2 for China which respect the American export rules, but their performance is pastries compared to the A100 and H100 flea higher.

Europe appears as a parallel border

Although China remains a critical concern, Huang also sees a major opportunity in Europe. During his visit to the region this week, he praised the United Kingdom for his robust AI ecosystem and undertook to develop the presence of Nvidia there.

“Europe is a market in itself-regardless of China and anything else,” he said, distinguishing France as a country likely to “export AI” just as it exports energy.

He added: “Intelligence is the fundamental layer of each industry. It goes without saying that long -term intelligence will be the size of the GDP of each region. And therefore, in total, the EU will be a very large market for AI.”

The European Union increases investments in AI research and infrastructure, wishing to reduce its dependence on American and Chinese technologies. Member States are launching public-private initiatives to build sovereign cloud infrastructures and extend the manufacturing capacity of semiconductors.

What’s at stake?

The AI’s global arms race no longer concerns calculation power – it is a geopolitical influence. With half of the global AI researchers based in China and growing incentives to move to domestic equipment, Huawei emerges like the cornerstone of an IA Tech Stack alternative.

Although Ren Zhengfei minimizes Huawei’s capacities, Jensen Huang’s warning clearly indicates that if American companies completely abandon the Chinese market, Huawei will not simply have “covered China” – it could soon have the rest of the world.