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The Chinese Huawei Chinese telecommunications giant demonstrated its ascending chips and a system of artificial intellectual models at the AI World Conference in Shanghai on July 26, 2025.
CNBC | Chen Els
Beijing – less than two weeks after Nvidia General Director Jensen Juan Loud Visiting in BeijingThe American chip manufacturer was noticeable at the most Great Chinese event AI year.
Despite the new hopes this month, H20’s less advanced chips in China did not have a stand at the AI World Conference, which opened on Saturday in Shanghai. The company refused to request CNBC about comment.
Unlike, in China, Nvidia Huawei had a large display – it was focused on its uplifting chips – at the entrance. Juan called Huawei “one of the most formidable technology Companies in the world, “warning that it can replace Nvidia in China if the US adheres to its export cheerfulness.
The telecommunications giant showed First Equipment for its computing system, which binds 384, goes back chips together to ensure the power model and use the AI model. Huawei is engaged in product sale as “Atlas 900 A3 SuperPod”.
Earlier this year, the research firm Semianalysis noted that despite compensates for inconsistency by collecting five times more Chip than Nvidia, in its computing system GB200. But there is the cost of efficiency as Huawei systems require much greater power Than Nvidia for work, according to the message.
Huawei is far from being the only Chinese player in the complex a supply chain for advanced chips. For example, the designer of the semiconductors of Moore and the startup of Yunnsilicon had booths in the AI EXPO -center in Shanghai.
Many of the participants of the exhibition: from startups to giants such as Tencent and Alibaba, showed AI applications in robotics, reasonable glasses and translation apps. Overall, the exhibition had less talk about the need for NVIDIA to feed their products.
Internet -Technology Company Tall‘S Youdao Business displays a manual bar device that uses AI to help students study materials, including for entrance examinations at college.
Currently, the device uses both AI, based in the cloud and “EDGE” AI, which works on the device, said Gao Huiteon, the educational training manager in Youdao.
Going forward, he said the new AI chips are becoming more effective and can support different types of products.
While Nvidia chips are more focused on cloud computing, “many of the domestic countries, very excellent chips work on some edge devices,” he said in a mandarin translated by CNBC. “Everyone now has a relatively good computing.”
Technological tension tension
Nvidia has become the most valuable company in the world, traveling in demand for its chips, which were summarized into the last AI breakthrough.
The company had to stop the sale in China in April from new restrictions in the US, after stiffer control over exports over the past three years aimed at reducing AI China’s capabilities and hindering Nvidia to sell its most advanced chips to the country. The company has adapted the H20 for China, which, according to Juan, is a $ 50 billion market.
Tesla, Google, Amazon Web Services and Siemens were among the US and European campaigns at the AI conference in Shanghai.
Earlier this month, Nvidia was a stand in Beijing at an annual supply chain conference, which coincided with Huang’s third visit to China this year and news that the United States would allow the product to resume H20 selling.
But the company did not share when deliveries start or how many orders it received from Chinese customers.
“Nvidia is a model in the development of GPU (AI) for the short and medium -term perspective not only from the H20, but also from the flagship products such as GB300,” said the Phelix Lee email, Senior Equity Morningstar analyst. “The H20 return can help Nvidia remain actual standards in AI Datacenter systems, especially when hiding internal alternatives.”
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Beijing seeks to increase technology self -sufficiency as it has encountered restrictions in the US to access high -end technology. The country’s weekend also took another step towards promoting its AI standards worldwide.
Chinese Premier Lee Lee Ten announced plans for AI Global Cooperation Organization During the speech at the opening ceremony on Saturday. Initial Headquarters probably will be in ShanghaiThe state media stated.
Plans come a few days after the US president Donald Trump announced an American action plan for the II, which included calls for reducing the alleged “woken” prejudice in AI models and maintenance Deployment of American technology abroad.
