U.S. chip controls will benefit China's Nvidia rivals like Huawei: Analysts
1. Nvidia's graphics cards now require export licenses to China. 2. Nvidia halts GPU exports, resulting in a $5.5 billion quarterly charge. 3. Chinese firms, like Huawei, are poised to compete with Nvidia's technology. 4. Domestic alternatives like Huawei gain traction amid U.S. restrictions. 5. Stockpiles provide temporary relief to Chinese demand for Nvidia GPUs.