The nvidia chip giant has officially recognized Huawei’s growing competition, even though the Chinese telecommunications and technology company continues to operate under strict American sanctions.
In its latest annual deposit on Wednesday, Nvidia explicitly listed Huawei as a key competitor for the second consecutive year. This development marks a significant change in the technology industry, because Huawei had not appeared in the list of competitors of Nvidia for at least three years before.
This decision highlights Huawei’s rapid resurgence despite American efforts to paralyze its technological progress.
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Nvidia’s report highlights Huawei’s growing presence in critical sectors, including semiconductor chips, cloud services, IT processing and networking products.
Speaking on the competitive landscape, the CEO of Nvidia, Jensen Huang, recognized the growing challenge posed by Chinese companies, in particular Huawei. In an interview with Jon Fort de CNBC on Wednesday, Huang described Huawei as “vigorous and very, very competitive”, stressing that the Industry Industry of China has remained resilient despite external pressures.
“There are a lot of competition in China.
“Huawei, other companies, are … quite vigorous and very, very competitive,” said Huang.
US sanctions and Huawei’s remarkable challenge
Huawei’s continuous growth has been particularly striking given the heavy sanctions imposed by the United States since 2019. The US government has put Huawei black list about so-called national security problems, accusing the company of having close ties to the Chinese government and the military. These sanctions effectively reduce Huawei to critical American technology, in particular advanced semiconductive chips, essential software and hardware components.
The restrictions have seriously disrupted Huawei’s operations, in particular its main role in the 5G deployment and the division of formerly dominant smartphones, which was strongly based on processors manufactured in the United States and Google’s Android operating system. By 2021, Huawei’s revenues had dropped by almost 29%, and it was largely believed that on society’s days as a global technological power were counted.
However, Huawei has amazed the world by finding ways to get around these restrictions and rebuild its technological capacities. The company has paid billions in domestic research and development, accelerating efforts to create local alternatives to Western technology. Its most important breakthrough came in the design of semiconductor fleas, a sector for a long time dominated by American companies like Nvidia, Qualcomm and Intel.
Although it was forbidden to acquire advanced chips from American suppliers, Huawei, via his design arm of chip Histilicon, managed to develop his own cutting -edge processors. The company MATE 60 PRO smartphone, published in 2023, presented a revolutionary semiconductor chip which enabled the 5G-type speeds, shocking industry analysts who thought that Huawei did not have the capacity to make such advanced chips without American technology.
Huawei’s return was not limited to equipment alone. The company has recognized the need to develop its own software ecosystem after being forbidden to use Google’s Android operating system. In response, Huawei has accelerated the development of Harmonyos, an operating system that is initially designed for smart devices. At the beginning of 2025, Huawei unveiled Harmonyos, his first fully developed operating system, marking an important step in the push of China’s technological independence.
With Harmonyos then, Huawei has effectively eliminated its dependence on American software, a decision that has further strengthened its position in the global technology market. The integration of the operating system into the new MATE 70 series said a new era for the Huawei smartphones division, proving that the company could not only survive, but also to compete with industry giants like Apple and Samsung.
The fact that Nvidia, the world’s leading manufacturer of IA fleas, officially recognized Huawei as a major competitor suggests that Huawei’s influence in semiconductors and IA computer develops at an unprecedented rate.
While Nvidia is still dominating the IA -focused flea market, Huawei has agreedly widened its own IA IT capacities, massively investing in data centers, AI cloud services and networking infrastructures. This expansion is particularly worrying for American decision-makers, as it points out that China quickly reduces the gap in the fields where the United States previously had an undisputed technological advantage.
Nvidia’s concerns also reflect the wider battle for technological supremacy between the United States and China. The Biden administration has tightened export orders, preventing American companies from selling AI fleas and advanced semiconductive manufacturing tools to China. However, Huawei’s ability to sail in these restrictions and to continue its ascent underlines that American sanctions lose their effectiveness.
The rivalry between Huawei and Nvidia should degenerate in the coming years, in particular in the fields of IA IT, cloud services and semiconductor innovation.
