China's Quest for AI Independence: Huawei's Rise and Challenges

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This chapter explores the effects of U.S. export controls on AI chips to China, emphasizing the ban on high-performance GPUs and the rise of domestic alternatives like Huawei. It examines the challenges Huawei faces in performance and supply, casting doubt on China's ability to rival leaders such as Nvidia.

Big tech groups including Nvidia led a broad US stock market sell-off on Tuesday, and Huawei’s AI chips are dealing with some bugs. Plus, US homebuilders are facing their biggest credit crunch in more than a decade, and foreign investors are backing out of Indian equities.

Mentioned in this podcast:

US homebuilders face credit crunch as banks cut lending

Huawei’s bug-ridden software hampers China’s efforts to replace Nvidia in AI

Global stocks slide as investors fret over US slowdown

Foreign investors pull out of frothy Indian equity market

The FT News Briefing is produced by Niamh Rowe, Fiona Symon, Sonja Hutson, Kasia Broussalian and Marc Filippino. Additional help from Michela Tindera, Peter Wells, Breen Turner, Sam Giovinco, Peter Barber, Michael Lello, David da Silva and Gavin Kallmann. Our engineer is Monica Lopez. Topher Forhecz is the FT’s executive producer. The FT’s global head of audio is Cheryl Brumley. The show’s theme song is by Metaphor Music.

Read a transcript of this episode on FT.com

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