Overview

• Huawei has started sampling its next-generation Ascend 910C AI chips with large Chinese server and internet companies.
• The Ascend 910C is an upgraded version of the 910B and is aimed at providing an alternative to Nvidia's high-end GPUs.
• US trade restrictions have prevented Nvidia from shipping its most advanced GPUs to China, creating an opportunity for Huawei.
• Huawei's new chips are expected to launch in October and could generate significant revenue, potentially rivaling Nvidia's sales in China.
• The adoption of Huawei's AI chips may also encourage Chinese companies to integrate more of Huawei's hardware and software solutions.