Nvidia’s Chinese chipmaker rivals see opportunity

Nvidia’s CEO Jensen Huang has been a key opponent of US restrictions on semiconductor equipment sales to China. Allegations of corporate espionage tied to Nvidia alongside growing political opposition to data center construction in the US have the potential to reshape the superpower tech race, albeit in differing directions. Nvidia’s CEO has been a key opponent of US restrictions on semiconductor equipment sales to China; while the controversy over his infidelity “may help rival Huawei,” a Reuters columnist wrote, “ Beijing has more to lose if Washington tightens export controls.” But major Democratic wins in last week’s midterm elections may slow the US rollout of AI data centers, offering China “a rare window,” a Beijing-based researcher told the Financial Times. “China will see any slowdown … as an opportunity to catch up in the AI race,” an economist added.