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Harsh Sharma@TechDator //
Huawei is intensifying its challenge to Nvidia in the Chinese AI market by preparing to ship its Ascend 910C AI chips in large volumes. This move comes at a crucial time as Chinese tech firms are actively seeking domestic alternatives to Nvidia's H20 chip, which is now subject to U.S. export restrictions. The Ascend 910C aims to bolster China's tech independence, providing a homegrown solution amidst limited access to foreign chips. The chip combines two 910B processors into one package, utilizing advanced integration to rival the performance of Nvidia’s H100.

Huawei's strategy involves a multi-pronged approach. Late last year, the company sent Ascend 910C samples to Chinese tech firms and began taking early orders. Deliveries have already started, signaling Huawei's readiness to scale up production. While the 910C may not surpass Nvidia's newer B200, it is designed to meet the needs of Chinese developers who are restricted from accessing foreign options. The production of the Ascend 910C involves a complex supply chain, with parts crafted by China's Semiconductor Manufacturing International Corporation (SMIC) using its N+2 7nm process.

Despite the challenges from Huawei, Nvidia remains committed to the Chinese market. Nvidia is reportedly collaborating with DeepSeek, a local AI leader, to develop chips within China using domestic factories and materials. This plan includes establishing research teams in China and utilizing SMIC, along with local memory makers and packaging partners, to produce China-specific chips. CEO Jensen Huang has affirmed that Nvidia will continue to make significant efforts to optimize its products to comply with regulations and serve Chinese companies, even amidst ongoing trade tensions and tariffs.
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References :
  • The Tech Basic: Huawei will soon ship its Ascend 910C AI chip to customers in China as early as next month. The chip pairs two 910 B processors in one package to double its power and memory capacity. Parts of the chip are made by the Chinese firm SMIC using a seven-nanometer process, while some use chips made
  • www.networkworld.com: Huawei set to ship 910C AI chips at scale, signaling shift in global AI supply chain
  • www.verdict.co.uk: Some shipments of the 910C, which is said to offer performance comparable to Nvidia's H100 chip, have already been made.
  • TechDator: Huawei Rolls Out Ascend 910C AI Chip to Challenge Nvidia in China’s Tech Race
  • thetechbasic.com: Huawei Sends 910C Samples to Tech Firms Ahead of Big Launch
  • Gradient Flow: Navigating Huawei’s AI Hardware: Bright Spots, Backdrop, Barriers
  • techdator.net: Huawei Rolls Out Ascend 910C AI Chip to Challenge Nvidia in China’s Tech Race
  • thetechbasic.com: Article on Nvidia aiming to secure the China market with DeepSeek‑designed chips.
  • Verdict: Huawei prepares to ship 910C AI chip as China looks beyond Nvidia – report
  • gradientflow.com: Navigating Huawei’s AI Hardware: Bright Spots, Backdrop, Barriers
  • analyticsindiamag.com: Huawei Prepares to Ship New AI Chips Amid Restrictions on China
  • www.artificialintelligence-news.com: Huawei to begin mass shipments of Ascend 910C amid US curbs
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