Nvidia is in big trouble, as Huawei rolls out 5G and AI across the world

by Inside China Business [12-30-2025].

(RAD: This is just another example from many that illustrates how stupid US government policy really is when it comes to competing with China!!! Instead of expanding competitive capabilities within the US, the politicians think that restricting China's access to our technology will actually work. BUT it has been shown over & over with China, Russia, Iran, and many others that restricting access to technologies developed in the US does NOT work in the long run. As a result, these countries dedicate significant resources to overcoming these restrictions & then are in a position to overtake the US. To make matters worse, the US gets lazy in these key technologies while they are thinking that China won't catch up. — RAD)

Nvidia faces severe challenges, as China's monopolies on gallium allow its telecom providers to build low-cost 5G telecom across the world.

That leads to global adoption of Chinese standards and equipment for Artificial Intelligence.

To survive, Nvidia needs to keep lower-cost AI chips out of the US market. Nvidia is also desperate to sell billions of dollars' worth of its own AI chips in the Chinese market, the world's largest.

But even in the US and Europe, Nvidia desperately needs power prices to fall, as new data center construction faces soaring public opposition.

Closing scene, Dongting Lake, Hunan

Rui Ma [8-11-2025] Energy is considered a solved problem. The Chinese government’s investment in sustainable energy — from advanced hydropower to next-generation nuclear — means that, relative to many other markets, electricity supply is secure and inexpensive. Everywhere we went, people treated energy availability as a given. This is a stark contrast to the U.S., where AI growth is increasingly tied to debates over data center power consumption and grid limitations.

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