Nvidia rivals in China see opportunity amid US espionage claims and data center opposition
AICorporate espionage allegations tied to Nvidia and growing US political opposition to data center construction could reshape the US-China tech race. A Reuters columnist wrote that the Nvidia controversy may help Huawei, while a Beijing-based researcher told the Financial Times that Democratic midterm wins may slow US AI data center rollout, offering China "a rare window."
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Semafor · Technology · Prashant Rao · semafor.comPublished · added here
Original title: Nvidia's Chinese chipmaker rivals see opportunity