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This Company is the GREATEST Threat to Nvidia

November 22, 2025 / 00:49

This episode discusses the potential competition to Nvidia, focusing on Huawei's advancements in lithography technology and chip production. Key topics include predictions for the chip market in 2026, the role of AI in chip design, and the implications of Huawei's developments.

The conversation highlights the possibility that Huawei could leverage undisclosed lithography technology to produce chips at lower costs and higher volumes. Predictions suggest that Huawei may begin making announcements about their chip capabilities in the next two to three years.

Additionally, the episode touches on how AI is influencing chip architecture, with references to industry leaders like Jensen discussing these changes. The timeline for significant impacts from Huawei's advancements is projected for 2027.

TLDR

Huawei may challenge Nvidia with advanced chip technology by 2026.

Episode

0:49

00:00:00

Who do you think has the best chance of challenging Nvidia? The other black swan that I think is

00:00:05

missing in the equation today, my early prediction for 2026 is Huawei, where I think that there's lithography

00:00:12

technology that exists in China that is not publicly discussed that is going to be deployed in Huawei and all these fabs

00:00:19

that they're building in mainland China. And Huawei can create at a very low cost, probably very high volume, and

00:00:26

probably in reasonably short order chips that can start to rival for certain market applications, chips that might be

00:00:32

expensive and long. Give a timeline for that. Two years, three years out. I think they start to make

00:00:36

announcements. And by the way, remember chip architecture and even Jensen's talked about this is being redesigned

00:00:42

with AI. So AI can design better chips. So announcements 2026, impact 27. Probably fair.

Episode Highlights

Huawei's Chip Production Potential
Huawei is predicted to rival Nvidia with low-cost, high-volume chips by 2026.
“Huawei can create at a very low cost, probably very high volume.”
@ 00m 22s
November 22, 2025
AI's Role in Chip Design
AI is set to revolutionize chip architecture, enhancing design capabilities.
“AI can design better chips.”
@ 00m 38s
November 22, 2025

Episode Quotes

Huawei can create chips at a very low cost.
This Company is the GREATEST Threat to Nvidia
AI can design better chips.
This Company is the GREATEST Threat to Nvidia

Key Moments

Huawei's Rise00:22
AI Revolution00:38