According to a report covered by Reuters, Nvidia is losing market share for AI chips in China. According to this report, Huawei is catching up and narrowing the gap to Nvidia.
Classification
The report is based on coverage by Reuters and Investing.com. The available source excerpts contain no figures on the size of the shares or the period over which the shift occurred. Reliable statements about how strongly this trend could affect availability and prices for German companies tracking AI infrastructure or supply chains in the Chinese market would only be possible once the full report is available.
Sources
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