**10,000 Fans Incentive Plan On February 23, Nvidia, headquartered in Santa Clara, California, identified Huawei as the biggest competitor in multiple categories such as artificial intelligence chips for the first time in a filing with the U.S. Securities Commission (SEC).
Nvidia said that Chinese technology company Huawei competes with it in AI chips, such as graphics processing units (GPUs), processing units (CPUs) and network chips. The company also positions Huawei as a cloud services company, designing its own hardware and software to improve AI computing.
Nvidia declined to comment.
According to Reuters, Huawei's Ascend series of chips is a competitor to Nvidia's AI chips. Huawei's Ascend 910B chip, launched last year, is seen as a Chinese alternative to Nvidia's A100 chip, which was launched three years ago. Analysts estimate that China's AI chip market is worth $7 billion.
Other competitors that Nvidia pointed out in the report include Intel, Supermicro, Broadcom and Qualcomm. The chip company has also identified several large cloud computing companies such as Amazon, as well as Microsoft.
Nvidia CEO Jensen Huang has said that Huawei is one of Nvidia's "very strong" competitors in the race to produce the best AI chips.
In an interview in Singapore, Huang said Huawei, Intel and a growing number of semiconductor startups pose a serious challenge to Nvidia's dominance in the AI accelerator market.