Three years of chip curbs: Huawei claims its AI chips now outsell Nvidia in China
Scobleizer · x · 2026-11-15
Scobleizer pushes back on the argument that losing Jensen Huang's China chip advocacy only helps hawks and rivals OpenAI/Anthropic: the experiment has run for three years and the results cut the other way.
- Huawei says its AI chips now outsell Nvidia's in China
- Cambricon doubled H1 revenue and posted its first annual profit
- Cut off from top chips, Chinese labs got efficient and open-sourced models; Commerce's own AI lab notes Chinese model adoption surged post-DeepSeek
He concedes Huang has commercial interests but argues the core case stands: you want the world's developers building on the American stack.
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