Where is Nvidia? Chinese rivals deal with the glow of reflectors on the main events of AI in Shanghai

Beijing – less than two weeks afterwards Nvidia The American Chipmaker was a prominent CEO of Jensen Huang in Beijing, which was striking that the absence of the Chinese biggest event of AI of the year.

Despite the renewed hope this month, NVIDIA did not have a stand that was opened in Shanghai on Saturday. The company rejected the CNBC request for comment.

On the other hand, the Chinese rival Nvidia, Huawei, had a large display – focused on its AISCE AI chips – near arrival. Huang described Huawei as “one of the worst technology companies in the world” while warning that it could replace Nvidia in China if his export curbs on Beijing are held.

The Telecom giant first showed hardware for its computing system, which combines 384 chips together for power supply and use of the AI model. Huawei launches the product as “Atlas 900 A3 Superpod”.

At the beginning of this year, the research company semianalyis pointed out that although one performance may be less powerful than the most advanced Blackwell Chip Nvidia, a timely view of the Huawei system similar to the one that was introduced in Shanghai more than five times more chips in the GB200. However, the report stated that the cost of efficiency is because the Huawei system requires much more energy than Nvidia.

Huawei is far from being the only Chinese player in the complex supplier chain for advanced chips. For example, semiconductor designer Moore fiber and startup Yunsilicon both had stalls at the AI Expo Center in Shanghai.

Many of the exhibitors from startups to giants, such as Tencent and Alibaba, showed applications in robotics, intelligent glasses and translation applications. Overall, the exhibition was less said that it needed NVIDIA to supply its products.

Internet Tech Company NETEASEThe YouDao store depicted a handheld bar device that uses AI to help students study material, including a university test material.

The device is currently using AI -based AI and AI “Edge”, which runs on the device, Gao Hituitan, product manager of educational hardware on YouDao.

Looking forward he said that the new AI chips are more efficient and are able to support different types of products.

While NVIDIA chips focus more on cloud computing, “many on the domestic market, very excellent chips are working on some marginal facilities,” said CNBC in Mandarin. “Now everyone has a relatively good computing power.”

NVIDIA has become the most valuable society in the world and went to the census of its chips, which were subjected to the latest generative AI Breadthrughs.

In April, the company had to stop sales to China due to new US restrictions, after harder export checks over the last three years aimed at reducing Chinese AI capacity and which NVIDIA prevented their most advanced chips to the country. The company has adapted H20 to China, which Huang told the market $ 50 billion.

Tesla, Google, Amazon Web Services and Siemens were among the American and European companies with Booty at the AI conference in Shanghai.

NVIDIA had a stand in Beijing at the beginning of this month at an annual supplier chain conference, which this year coincided with Huang’s third visit in China in China and the news that the US would allow Chipmaker to continue selling H20 chips to China.

However, the company did not share when the shipments would begin, or Howry would order which it had received from Chinese customers.

“NVIDIA is a model in the development of (AI) GPU for short -term to medium term, not only because in H20, but also because flag products such as the GB300,” said Phelix Lee, senior equity analyst in Morningstar, in -mail hundred. “Return H20 could help NVIDIA remain as a factual standard in data centers AI, especially when hiding domestic alternatives.”

Beijing sought to strengthen the technological self -assertion because he faced us to limit access to top technology. The country also took the next step to promote its standards AI Globally.

Chinese Prime Minister Li Qiang announced plans for the global organization of AI cooperation during a speech at the opening ceremony. The initial seat is likely to be in Shanghai, the state media said.

Just a few days after US President Donald Trump announced an American AI Action Plan, which included calls to reduce alleged “awakening” of AI and promoted the deployment of American technology abroad.