In a wide-ranging interview on the sidelines of the Viva Technology event in Paris, Nvidia CEO Jensen Huang warned that the self-imposed gap of the United States in the booming AI sector of China could hand the market over to Huawei.
Speaking to CNBC, Huang argued that the U.S. restrictions on selling high-end AI chips to China have an unintended consequence - they encourage China's largest technology champion to strengthen its dominance domestically and potentially supply the rest of the world.
Huang asserted that Nvidia's current processors lead the industry by about one product cycle, but he warned that if U.S. companies refuse to cooperate with Chinese customers, "Huawei has covered China, and Huawei has covered everyone else."
In other words, by turning its back on China, the U.S. risks enabling Huawei not only to serve the massive domestic market but also to challenge U.S. companies abroad.
Huang called for a global technology stack