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Chip giant warns again, Nvidia identifies Huawei as "biggest competitor"

According to German media reports, the U.S. chip giant Nvidia in this week's filing to the U.S. Securities and Exchange Commission, including AI chips and other categories, for the first time identified Huawei as the "biggest competitor."。Other competitors mentioned by Nvidia include Intel, Supermicro, Broadcom, Qualcomm, Amazon and Microsoft.。According to the report, it is worth noting that Chinese tech giants such as Baidu, Tencent and Alibaba have long been important customers of Nvidia in the past, but it has been reported that Baidu has turned to Huawei to place orders, suggesting that Chinese companies have begun to move away from their dependence on U.S. technology amid increasing U.S. export controls to China.。

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