Nvidia: Selloff Overdone, Huawei 910D Can't Compete

Core Insights - Nvidia is facing increased competition from Huawei, which is testing its 910D AI chip that is anticipated to outperform Nvidia's H100 chip [1] Company Analysis - Nvidia's H100 chip is currently a leading product in the AI chip market, but the emergence of Huawei's 910D chip poses a significant challenge [1] Industry Implications - The competition in the AI chip sector is intensifying, with Huawei's advancements potentially reshaping market dynamics and impacting Nvidia's market share [1]