Huawei Challenges Nvidia with New Ascend 910D AI Processor

China's Huawei Technologies is preparing a major move in the artificial intelligence race, as it gets ready to test its most powerful AI chip yet — the Ascend 910D. This could be a significant step in replacing Nvidia's (NASDAQ: NVDA) dominance in China's high-end AI processor market.

What's Happening

• Huawei has approached Chinese tech firms to test the technical capabilities of the Ascend 910D, according to the Wall Street Journal.

• First samples of the chip are expected to be delivered by late May.

• Huawei hopes the 910D will outperform Nvidia's H100 chip, which is currently a global benchmark for AI training.

In a related development, Reuters also reported that Huawei plans to begin mass shipments of the Ascend 910C chip to Chinese customers as early as next month.

Why This Matters

Huawei's advances come at a critical time:

• U.S. restrictions have cut China off from accessing Nvidia's most powerful chips, including the H100 and B200.

• Chinese tech companies are now scrambling for local alternatives to sustain their AI development efforts.

• A successful rollout of the Ascend 910D could reshape the AI chip landscape in China, offering local players a crucial “homegrown” solution.

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Bigger Implications

If Huawei's 910D matches or exceeds Nvidia's H100 capabilities, it could:

• Accelerate AI innovation in China despite U.S. sanctions.

• Weaken Nvidia's dominance in a massive, fast-growing market.

• Boost Huawei's revenues and expand its influence beyond telecommunications and smartphones.

For years, Chinese firms lagged behind U.S. companies in developing training-grade AI chips. However, geopolitical tensions and export controls have forced a rapid technological pivot — and Huawei's 910D could be a major leap forward.

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Conclusion

Huawei's Ascend 910D isn't just another chip — it's a potential game-changer in the race for AI supremacy. As tech wars intensify, developments like these will redefine how innovation moves across borders, industries, and markets.