Huawei to Ship Advanced AI Chip as Nvidia Alternatives Gain Popularity

Huawei is preparing to mass-produce its 910C artificial intelligence chip, which combines two 910B processors into a single package. This move comes at a time when US export curbs on Nvidia’s H20 chip have left Chinese AI companies scrambling for domestic alternatives.

The 910C chip represents an architectural evolution rather than a technological breakthrough and achieves performance comparable to Nvidia’s H100 chip. It has double the computing power and memory capacity of the 910B and includes incremental improvements such as enhanced support for diverse AI workload data.

Huawei’s move is seen as a response to US efforts to limit China’s technological development, particularly advances for its military. The US Commerce Department has banned Nvidia’s most advanced AI products from sale in China, including its flagship B200 chip.

As a result, Huawei and Chinese GPU startups such as Moore Threads and Iluvatar CoreX are taking advantage of the opportunity to enter the market dominated by Nvidia. The 910C chip is expected to become the hardware of choice for Chinese AI model developers and for deploying inference capacity.

Huawei has already distributed samples of the 910C to several technology firms and started accepting orders. However, it’s unclear which companies will be primarily producing the chip. China’s SMIC is manufacturing some main components of the GPUs using its N+2 7nm process technology, while at least some Huawei 910C GPUs use semiconductors made by TSMC for a company based in Sophgo.

The move highlights the growing importance of domestic AI chip development in China and the need for alternative suppliers to Nvidia.

Source: https://www.reuters.com/world/china/huawei-readies-new-ai-chip-mass-shipment-china-seeks-nvidia-alternatives-sources-2025-04-21