Huawei Challenges Nvidia's AI Chip Dominance with New Ascend 920 Processor
27 Sources
[1]
Huawei aims to take on Nvidia's H100 with new AI chip | TechCrunch
Chinese tech conglomerate Huawei is looking to take on semiconductor behemoth Nvidia with a new advanced AI chip. Huawei is making progress developing its latest Ascend AI GPU, the Ascend 910D, according to the Wall Street Journal, citing sources familiar. The company has been reaching out to
[2]
Huawei delivers advanced AI chip 'cluster' to Chinese clients cut off from Nvidia
Huawei has started the delivery of its advanced artificial intelligence chip "cluster" to Chinese clients who are increasing orders after being cut off from Nvidia's semiconductors because of Washington's export restrictions. The Shenzhen-based tech conglomerate has sold more than 10 sets of
[3]
China's Huawei develops new AI chip, seeking to match Nvidia, WSJ reports
Huawei's annual report released Monday is the first high-profile corporate event CFO Meng Wanzhou has led since returning to China from Canada after a nearly three-year extradition battle with the U.S. China's Huawei Technologies is preparing to test its newest and most powerful
[4]
China's Huawei develops new AI chip in bid to match US' Nvidia
The new chip by Huawei is known as the Ascend 910D, and some Chinese companies have already discussed the prospect of testing the technical feasibility of this new chip. According to Huawei, the first batch of the Ascend AI processors is due to be received by the end of May. The Chinese company
[5]
Nvidia takes a $5.5 billion hit from new US Chinese restrictions as Huawei charges ahead with Ascend 920
On April 9, 2025, the United States announced plans to further tighten restrictions on AI chip exports to China, including Nvidia's H20 processor, a reduced-performance chip which the company created to comply with earlier US export regulations while continuing sales in China. Huawei, which has
[6]
Nvidia faces a new threat from Huawei
Chinese tech giant Huawei is getting ready to test powerful, new AI chips that could rival those made by Nvidia (NVDA), according to a new report. Huawei Technologies will receive its first shipment of Ascend 910E chips from manufacturers as soon as the end of May, the Wall Street Journal reported
[7]
Huawei to Test New Ascend 910D Chip Amid NVIDIA Crisis | AIM Media House
Huawei seeks to replace some of NVIDIA's high-end processors, promoting self-sufficiency. Huawei is preparing to test its new AI chip, the Ascend 910D, in China by reaching out to various tech companies, The Wall Street Journal reported. The move comes as Huawei seeks to replace some of NVIDIA's
[8]
Can Huawei's AI chip could shake up Nvidia's dominance?
Huawei Technologies is set to test its newest artificial-intelligence processor, the Ascend 910D, in a bid to rival Nvidia's high-end products, according to an exclusive The Wall Street Journal article. The development underscores the resilience of China's semiconductor industry despite U.S.
[9]
China's Huawei Develops New AI Chip, Seeking to Match Nvidia, WSJ Reports
Washington has cut China off from Nvidia's most advanced AI products China's Huawei Technologies is preparing to test its newest and most powerful artificial-intelligence processor, hoping to replace some higher-end products of US chip giant Nvidia, the Wall Street Journal reported on
[10]
Nvidia Stock Drops on Report Huawei Is Developing Rival AI Chip
According to The Wall Street Journal, Huawei "is gearing up to test its newest and most powerful artificial-intelligence processor, which the company hopes could replace some higher-end products" from Nvidia. Citing people familiar with the matter, the Journal said that "Huawei has approached some
[11]
Watch These Nvidia Price Levels as Stock Slips on News of Chinese Rival's AI Chip
Nvidia (NVDA) shares fell on Monday to snap a four-day winning streak following news that China's Huawei Technologies is developing a rival AI chip. The Wall Street Journal reported Monday that the Chinese company hopes the new chip could replace some of Nvidia's high performance products, adding
[12]
Nvidia stock drops as Huawei unveils new AI chip amid US export ban; will Huawei's Ascend 910D AI chip outperform Nvidia's H100
Nvidia's shares fell 2% in Monday's early trading after a report said that Huawei would be launching a new, and advanced AI chip, as per Yahoo Finance. Huawei's move comes after the US government banned Nvidia's chip sales to China amid the rising trade war between both nations. According to a
[13]
Nvidia plans to redesign AI chips to navigate US export curbs: Report
Nvidia had earlier said the revised export rules would significantly affect its operations, estimating a potential revenue hit of up to $5.5 billion. Despite the setback, the company is exploring ways to retain its presence in China while remaining within the bounds of US regulations.Nvidia is
[14]
Nvidia Stock Is Sliding Monday Morning: What's Going On? - NVIDIA (NASDAQ:NVDA)
NVIDIA Corp NVDA shares are trading lower Monday. Reports from the weekend indicated that China's Huawei Technologies has developed an AI chip to directly challenge Nvidia. What To Know: Huawei has developed a new AI processor called Ascend 910D that it hopes will be a replacement for some
[15]
Analyst Warns Of Major Nvidia Setback in China As Huawei Advances AI Chip: 'It's Pretty Much Game Over For Nvidia in China' - Alphabet (NASDAQ:GOOG), Alphabet (NASDAQ:GOOGL)
Brian Colello, Morningstar's equity strategist, expressed a bearish outlook on Nvidia's China business, while maintaining a positive view on its prospects in developed markets. What Happened: Colello suggested that Huawei's competitive threat is a significant obstacle for Nvidia, especially in
[16]
Huawei Starts Delivering Its CloudMatrix 384 AI Clusters To Chinese Customers; Costs Three Times Higher Than NVIDIA's GB200 NVL72 System
Huawei's CloudMatrix 384 AI cluster has started to see adoption from Chinese tech giants, who are reportedly impressed by the server's capabilities relative to NVIDIA's offerings. Well, it seems like Huawei won't stop when it comes to expanding its AI computing portfolio and capitalizing on
[17]
Huawei's New AI Cluster Takes On Nvidia, But At A Higher Cost Following Sanctions - NVIDIA (NASDAQ:NVDA)
Feel unsure about the market's next move? Copy trade alerts from Matt Maley -- a Wall Street veteran who consistently finds profits in volatile markets. Claim your 7-day free trial now. Huawei Technologies has started delivering its advanced artificial intelligence chip "cluster" to Chinese
[18]
NVIDIA Is Reportedly Developing New Chips For China; Will Likely Introduce The Blackwell AI Products Into The Markets As Soon as June
Well, it seems like NVIDIA is now ready to make desperate attempts to ensure that the firm's position in China remains strong, as Team Green is working on new chips. When it comes to NVIDIA-China relations, they have been a victim of US export regulations for quite some time now, and the constant
[19]
Huawei Will See Massive Demand For Its AI Chips Globally If NVIDIA Continues To See Pressure From US Export Policies, Claims CEO Jensen Huang
Huawei's mounting competition is now bothering NVIDIA, as Jensen fears that US export regulations would significantly undermine Team Green's market position. With the US-China geopolitical tensions kicking in, both nations are engaged in what we call the "AI war", where there's a race for AI
[20]
Nvidia Reportedly Designing New AI Chips For Alibaba, ByteDance, Tencent After Jensen Huang-Led Company Warned US Export Ban On H20 Could Cost $5.5 Billion - Alibaba Gr Hldgs (NYSE:BABA), NVIDIA (NASDAQ:NVDA)
Nvidia Corporation NVDA is reportedly developing redesigned artificial intelligence chips for major Chinese tech firms after warning that tightened U.S. export restrictions on its H20 chip could lead to multibillion-dollar losses. What Happened: Nvidia has informed key Chinese customers --
[21]
Nvidia Gets Hit by China Threat. Time to Buy the Dip? | The Motley Fool
Shares of Nvidia (NVDA -2.02%) were pulling back today as investors responded to a new threat facing the AI superstar. Just weeks after the company disclosed a write-off of as much as $5.5 billion due to new rules preventing exports of its H20 chips that were specifically designed for China,
[22]
Did Huawei Just Say "Checkmate" to Nvidia? | The Motley Fool
Privately held Chinese tech conglomerate Huawei is reportedly building a new chip to rival Nvidia (NVDA 2.39%), which has long been considered the world's dominant artificial intelligence (AI) chipmaker. However, export regulations dating back to 2022 have gradually curbed Nvidia's ability to sell
[23]
Top Tech News: NVIDIA AI Chip, Volt14 Raising Funds & More
Nvidia is redesigning its AI chips to comply with U.S. export restrictions on China. According to The Information, the company has informed major Chinese clients -- including ByteDance, Alibaba, and Tencent -- of the changes. CEO Jensen Huang personally delivered the message during a mid-April
[24]
Huawei delivers advanced AI chip cluster to China clients after Nvidia curbs - FT By Investing.com
Investing.com-- Huawei has started delivering its advanced artificial intelligence (AI) chip "cluster", CloudMatrix 384, to Chinese customers seeking alternatives to Nvidia (NASDAQ:NVDA) amid tightening U.S. export restrictions, the Financial Times reported on Wednesday, citing people with
[25]
Nvidia Vs. Huawei: Can the Chinese Giant Catch Up With the AI Chip Leader?
Although Huawei first gained global recognition as a smartphone maker, the chip designer is evolving into a foundational technology pillar for China. Much like Intel (NASDAQ:INTC) is a strategic asset for the US, Huawei Technologies (HWT.UL) is broadening its mandate across semiconductors, AI,
[26]
Nvidia stock rises on China chip strategy By Investing.com
Investing.com -- NVIDIA Corporation (NASDAQ: NASDAQ:NVDA) shares rose 3% as the tech sector continued its recovery, bolstered by capital expenditure announcements from Meta (NASDAQ:META) and Microsoft (NASDAQ:MSFT), and fresh reports indicating Nvidia's ongoing efforts to adapt its chip designs for
[27]
Nvidia is working on China-tailored chips again after US export ban, The Information reports
(Reuters) - Nvidia has told some of its biggest Chinese customers that it is tweaking the design of its artificial intelligence chips so they can be sold to Chinese businesses without clashing with U.S. export rules, The Information reported on Friday. The chip giant has spoken with customers,
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Huawei unveils its most powerful AI chip, the Ascend 920, in response to US export restrictions on Nvidia's chips to China. This development could reshape the global AI chip market and intensify the tech rivalry between the US and China.
Huawei's New AI Chip Challenges Nvidia's Dominance
In a significant development for the global AI chip market, Chinese tech giant Huawei has unveiled its latest artificial intelligence processor, the Ascend 920. This move comes in direct response to the United States' tightening restrictions on AI chip exports to China, particularly affecting Nvidia's products
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.Ascend 920: Specifications and Potential
The Ascend 920 is set to enter mass production in the second half of 2025. Built on SMIC's 6nm process, it boasts impressive specifications:
- Up to 900 TFLOPs of BF16 compute
- 4000GB/s of memory bandwidth
- HBM3 memory module support
- PCIe 5.0 and next-generation interconnect protocols
These features suggest that the Ascend 920 could be a viable alternative to Nvidia's restricted H20 chip for Chinese companies
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.US Export Restrictions and Market Impact
The U.S. Department of Commerce's new license requirement for Nvidia's H20 chip has effectively halted its sales in China. This decision is expected to result in a $5.5 billion write-off for Nvidia due to lost business
5
.Huawei's AI Ecosystem
Alongside the Ascend 920, Huawei has also introduced its AI CloudMatrix 384 Supernode solution. This rack-scale platform reportedly outperforms Nvidia's GB200, albeit with higher power consumption
2
.Market Reception and Potential
Industry analysts are impressed by Huawei's rapid development and deployment of AI chips. Dylan Patel, founder of chip consultancy SemiAnalysis, stated, "The development of Huawei's CloudMatrix 384 means China now has an AI system capable of beating Nvidia's"
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Challenges and Comparisons
While Huawei's advancements are significant, there are still challenges:
- Higher energy consumption compared to Nvidia's products
- More complex software systems requiring additional maintenance
- Higher operational costs due to increased manpower needs
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Global Implications
This development intensifies the tech rivalry between the US and China, potentially reshaping the global AI chip market. It also demonstrates China's growing capability to develop advanced technologies domestically in response to international restrictions
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.As the AI chip race continues, the industry watches closely to see how Huawei's new offerings will perform in real-world applications and whether they can truly fill the void left by restricted access to Nvidia's products in the Chinese market.
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