Huawei's Ascend 910D AI Chip Challenges NVIDIA Amid US Export Restrictions
21 Sources
[1]
Chinese companies stockpiled billions of dollars worth of Nvidia H20 GPUs prior to recent ban
China's top three internet companies reportedly stockpiled billions of dollars worth of Nvidia H20 GPUs before the U.S. export restrictions went into effect in April. Nikkei Asia reports that ByteDance, Alibaba, and Tencent anticipated the likelihood of an export ban on the China-specific H20 last
[2]
China's Huawei develops new AI chip, seeking to match Nvidia, WSJ reports
April 27 (Reuters) - China's Huawei Technologies is preparing to test its newest and most powerful artificial-intelligence processor, hoping to replace some higher-end products of U.S. chip giant Nvidia (NVDA.O), opens new tab, the Wall Street Journal reported on Sunday. Huawei has approached some
[3]
Banned from China, NVIDIA loses ground to Huawei's next-gen AI chip
Sources familiar with the matter say Huawei has already made some initial shipments of the 910C, positioning itself as the key domestic alternative amid tightening U.S. trade restrictions. The 910C chip builds on Huawei's existing Ascend 910B, but with a significant architectural upgrade. By
[4]
Huawei Prepares to Ship New AI Chips Amid Restrictions on China | AIM Media House
This development comes as Chinese AI firms seek domestic alternatives to NVIDIA's H20 chip. Huawei, the Chinese tech company, is set to commence mass shipments of its Ascend 910C AI chip to Chinese customers as early as May, according to a report by Reuters. This development comes as Chinese AI
[5]
Huawei's next-gen Ascend 910D AI GPU teased: rivals NVIDIA's previous-gen Hopper H100 in China
As an Amazon Associate, we earn from qualifying purchases. TweakTown may also earn commissions from other affiliate partners at no extra cost to you. Huawei is working on its next-gen Ascend 910D AI GPU, which is said to offer AI performance matching NVIDIA's previous-gen Hopper H100 AI GPU for
[6]
China-based Huawei to test AI chip aiming to rival Nvidia: Report
The Wall Street Journal reports Huawei has approached Chinese tech firms to test its latest AI chip, the Ascend 910D. Chinese tech giant Huawei has reportedly developed a powerful artificial intelligence chip that could rival high-end processors from US chip maker Nvidia. The Shenzhen-based
[7]
Huawei Said to be Readying New AI Chip for Mass Shipment
Some of Huawei's 910C GPUs use semiconductors that were made by TSMC Huawei Technologies plans to begin mass shipments of its advanced 910C artificial intelligence chip to Chinese customers as early as next month, two people familiar with the matter said. Some shipments have already been made,
[8]
Huawei readies new AI chip for mass shipment as China seeks Nvidia alternatives, sources say
Huawei Technologies plans to begin mass shipments of its advanced 910C artificial intelligence chip to Chinese customers as early as next month, two people familiar with the matter said. Some shipments have already been made, they added. The timing is fortuitous for Chinese AI companies which
[9]
Nvidia vs Huawei: China firm is testing AI processor to replace USA artificial-intelligence giant
Huawei and its Chinese peers have struggled for years to match Nvidia. Huawei has approached some Chinese tech companies about testing the technical feasibility of the new chip, called the Ascend 910D.Artificial-intelligence (AI) race between the US and China is heating up and it's time for Nvidia
[10]
Chinese Tech Giants Ordered More Than $12 Billion Of NVIDIA's H20 AI Chips Ahead Of Sanctions - Report
According to a report from the Nikkei, Chinese technology giants Alibaba, Tencent and ByteDance had placed billions of dollars of orders for NVIDIA's H20 GPUs ahead of the US restrictions on the chips announced earlier this month. The H20 is the latest NVIDIA chip to be sanctioned by the US
[11]
China's Big Tech Firms Hoard Nvidia AI Chips Before Latest US Sanctions - NVIDIA (NASDAQ:NVDA)
Chinese internet companies, including ByteDance, Alibaba Group Holding BABA, and Tencent Holding TCEHY, hoarded billions of dollars worth of Nvidia Corp NVDA H20 artificial intelligence (AI) chips as the U.S. semiconductor sanctions kicked in. Nvidia tailor-made the H20 chips to comply with U.S.
[12]
Nvidia Chip Ban Won't Stop China's AI Momentum, Say Analysts -- Blocking H20 Would Hand Market To Huawei Amid Trump-Era Export Crackdown - NVIDIA (NASDAQ:NVDA)
Banning Nvidia Corp. NVDA chips won't stop China's artificial intelligence development, according to Bernstein analysts, who suggest the export restrictions could instead strengthen domestic competitors like Huawei Technologies. What Happened: "Banning the H20 would make no sense as its
[13]
Huawei's "Next-Gen" Ascend 910D Chip To Disrupt NVIDIA's Position In Chinese AI Markets; Set To Rival Against Hopper H100
Huawei's next-gen Ascend 910D AI chip has surfaced in supply chains, as the Chinese giant is set to replace NVIDIA as the dominant player in the domestic AI industry. Well, it seems like Team Green isn't having a great time at all in China's AI markets, given that not only is the firm subjected to
[14]
Huawei readies new AI chip for mass shipment
This month, US President Donald Trump's administration told Nvidia that sales of the H20 would require an export license. Huawei Technologies HWT.UL plans to begin mass shipments of its advanced 910C artificial intelligence chip to Chinese customers as early as next month, two people familiar with
[15]
Huawei Scrambles To Meet Chinese GPU Demand Following Nvidia Export Ban
With its latest AI chip, the Ascend 910C, Huawei could fill a gap in the market left by Nvidia, which can no longer ship AI chips to China. | Credit: Kevin Frayer / Stringer via Getty Images. Following the U.S. administration's move to restrict Nvidia H20 exports to China, AI developers in the
[16]
Top Tech News: Huawei, AI Tech, PhD Graduates and More
Huawei is stepping in to fill the AI chip void in China, as the U.S. bars Nvidia from selling its H20 processor there. Huawei's new 910C chip, which combines two 910B processors, offers comparable performance to Nvidia's H100 chip. The company plans to begin mass shipments next month. Nvidia and
[17]
Huawei set to mass ship 910C AI chip to Chinese customers By Investing.com
Investing.com -- Huawei Technologies is preparing to start mass shipments of its advanced 910C artificial intelligence (AI) chip to clients in China as early as next month, according a Reuters report on Monday. Some shipments of the chip have already been dispatched. This development comes at a
[18]
China tech giants hoarded Nvidia H20 chips worth billions before US curbs - Nikkei By Investing.com
The three companies rushed to secure around one million H20 chips -- nearly a full year's supply -- in anticipation of the U.S. cutting off shipments in April, the Nikkei report said. These chips, specifically designed to comply with U.S. export controls, are vital for AI applications,
[19]
How could Huawei's new AI chip impact Nvidia? Piper Sandler weighs in By Investing.com
Investing.com - The emergence of a new advanced artificial intelligence chip from Huawei could threaten U.S. semiconductor giant Nvidia (NASDAQ:NVDA) in the near term, according to analysts at Piper Sandler. Huawei is looking to begin mass shipments of its 910C AI processor to Chinese customers as
[20]
Exclusive-Huawei readies new AI chip for mass shipment as China seeks Nvidia alternatives, sources say
SINGAPORE/BEIJING (Reuters) -Huawei Technologies plans to begin mass shipments of its advanced 910C artificial intelligence chip to Chinese customers as early as next month, two people familiar with the matter said. Some shipments have already been made, they added. The timing is fortuitous for
[21]
China's Huawei develops new AI chip, seeking to match Nvidia, WSJ reports
(Reuters) -China's Huawei Technologies is preparing to test its newest and most powerful artificial-intelligence processor, hoping to replace some higher-end products of U.S. chip giant Nvidia, the Wall Street Journal reported on Sunday. Huawei has approached some Chinese tech companies about
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Huawei prepares to test its new Ascend 910D AI chip, aiming to match NVIDIA's H100 performance, as Chinese tech giants stockpile GPUs before US export bans.
Huawei's Ascend 910D: A New Challenger in the AI Chip Market
Huawei Technologies is preparing to test its newest and most powerful artificial intelligence processor, the Ascend 910D, in a bid to rival NVIDIA's high-end AI chips
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. This development comes at a crucial time as US export restrictions tighten on advanced AI hardware sales to China.Chinese Tech Giants Stockpile NVIDIA GPUs
In anticipation of US export bans, China's top three internet companies - ByteDance, Alibaba, and Tencent - reportedly stockpiled around 1 million NVIDIA H20 GPUs, worth approximately $12 billion, before the restrictions took effect in April
1
. This stockpiling was driven by the high demand for computing power, particularly for AI applications like Tencent's integration of DeepSeek into WeChat1
.US Export Restrictions and Their Impact
The US government recently banned the exportation of NVIDIA's H20 HGX AI GPU, citing concerns over its potential use in supercomputers
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. This restriction is expected to cost NVIDIA a substantial $5.5 billion in lost revenue1
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. The ban extends beyond the H20, with the H100 chip having been prohibited from sale in China since 20222
.Huawei's AI Chip Development
Huawei's Ascend 910D is positioned as a potential replacement for NVIDIA's higher-end products in the Chinese market
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. The company hopes that this new iteration will surpass the performance of NVIDIA's H1002
. Huawei has already begun mass shipments of its predecessor, the Ascend 910C, to Chinese customers3
.Key features of Huawei's AI chips include:
- The Ascend 910C combines two 910B processors, doubling computing power and memory capacity
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. - Performance comparable to NVIDIA's H100 chip
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. - Manufactured by China's Semiconductor Manufacturing International Corp (SMIC) using 7nm process technology
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Implications for China's AI Industry
With US restrictions limiting access to NVIDIA's advanced AI products, Huawei's Ascend series is poised to become the primary hardware platform for China's AI development and deployment efforts
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. This shift could significantly impact the global AI landscape, potentially accelerating China's progress in AI technology.Challenges and Future Outlook
Despite these advancements, China still faces significant challenges in matching global leaders in chip technology. The country remains years behind in semiconductor manufacturing capabilities, largely due to restrictions on accessing advanced chip-making equipment like ASML's High-NA EUV lithography machines
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.As the AI chip race intensifies, the global tech industry watches closely to see how Huawei's new offerings will perform and how they might reshape the competitive landscape in AI hardware.
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