The battle for the AI stack: Nvidia versus Huawei, with Europe watching from the sidelines

The US-China AI competition now extends across the full stack—chips and software—with Nvidia and Huawei as the two contenders. Huawei's open-sourced CANN toolkit and torch_npu plugin are directly challenging Nvidia's CUDA lock-in, whilst Europe remains a component supplier without a competing accelerator or software ecosystem.

This Wire brief sits within Fusion42's coverage of AI Infrastructure and Semiconductors. Wire is Fusion42's founder-focused intelligence feed: each story is connected to the funds and startups it names — every one with a live profile on Raise or Scout — so founders can follow the capital and the momentum behind the headline rather than just the headline itself. Wire analysis is one of the live surfaces Arthur reasons over.