On March 16th, NVIDIA made headlines by officially recognizing Chinese tech titan Huawei as a competitor. To many, the connection between the two seemed a stretch, but in the AI era, they've started to lock horns.
Previously, Jensen Huang, in an interview, praised Huawei as a commendable company with robust technical prowess, even going so far as to commend them.
NVIDIA identifies Huawei as a competitor in four out of five domains, including AI-related graphics processing units, large cloud service companies with in-house teams designing AI chips, ARM-based central processing units, and networking products.
Indeed, as pointed out by Huawei's director and president of ICT Products & Solutions, Yang Chaobin, Huawei's aim is to provide the world with a second option for computing power.
Huawei envisions that by 2028, ARM servers will constitute over 80% of China's market and more than 50% globally.
Furthermore, by the end of 2023, the open-source operating system openEuler has claimed 36.8% of the server OS market share in China, becoming the national leader. It is expected to maintain rapid growth, with its market share in China projected to surpass 50% this year.
