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Huawei is set to begin mass shipments of its advanced 910C AI chip to Chinese customers next month, aiming to provide a domestic alternative to Nvidia's restricted H20 chip. The 910C, which integrates two 910B processors, matches the performance of Nvidia's H100, potentially positioning it as the preferred choice for Chinese AI developers amid U.S. export restrictions. However, analysts express skepticism about the ability of Chinese chip makers to meet demand for advanced GPUs in the near future.
US chip controls are significantly impacting Nvidia, requiring $5.5 billion in licenses to ship H20 AI to China, while inadvertently boosting Huawei's innovation in the AI chip sector. Analysts note that as Nvidia faces sales losses, Chinese firms, including Huawei, are developing alternatives and improving their capabilities, positioning themselves to challenge Nvidia's dominance in the market. Despite ongoing challenges in chip production, Huawei's advancements in its Ascend series indicate a growing competitiveness against US sanctions.
Phelix Lee
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Huawei to begin mass shipments of advanced AI chip amid Nvidia restrictions
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15:57 21.04.2025
us chip controls boost huawei innovation while hindering nvidia growth
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12:49 21.04.2025
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