But by choosing Huawei, the nations risk political pressure from the U.S. government, which is increasingly wary of China’s ambition in the global AI race. We are seeing a bifurcation of the global AI stack.”The Biden administration’s efforts to block China’s access to American AI chips has only encouraged China to nurture its own chip industry. Now, the Trump administration is trying to prevent Chinese companies from gaining share in the global AI market. In South Africa, Huawei is promoting AI cloud adoption with data centers powered by its chips. In May, the U.S. Commerce Department issued guidance warning that companies risked violating export controls by using Huawei’s Ascend AI chips.