India, Jan. 6 -- While Huawei's AI chips have made rapid strides, a new U.S. council report finds that NVIDIA continues to lead in overall AI hardware performance, with that lead expected to continue.

According to a report by the U.S. Council on Foreign Relations, an analysis combining publicly available AI chip performance data from both companies with estimates of production capacity suggests that Huawei is not gaining ground. Instead, it is falling further behind, hampered by export controls it has yet to overcome.

The U.S. Council on Foreign Relations says the performance gap between leading U.S. and Chinese AI chips is already wide, and is set to grow sharply over the next two years. Measured by TPP, the top U.S. AI chips are curre...