Nvidia is the world leader in making chips for AI data centres, and its role in providing the critical hardware for the development of large language models cannot be understated. Powerful AI tools like Anthropic’s Claude, Google’s Gemini, Meta’s Muse, and OpenAI’s GPT exist today because of Nvidia’s graphic processing unit (GPU) chips. So, it is only fair to say that if AI is the solar system, Nvidia is the sun powering American tech companies, plus those in China building competing AI models, that orbit around it. And CEO Jensen Huang is the sun maker.
Accessing Nvidia’s GPUs to build powerful AI models started becoming difficult for Chinese companies since 2022 as Washington doubled down on measures to tighten controls on who can access advanced chips.
