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6d ago

Huawei Prepares Mass Shipments of AI Chip as U.S. Tightens Nvidia Export Controls

The new U.S. restrictions on Nvidia's H20 GPUs create opportunities for Chinese chipmakers like Huawei, which plans to ship its Ascend 910C chip next month.

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A NVIDIA logo is shown at SIGGRAPH 2017 in Los Angeles, California, U.S. July 31, 2017. REUTERS/Mike Blake

Overview

  • Nvidia has halted exports of its H20 GPUs to China under new U.S. export license requirements, incurring a $5.5 billion quarterly charge.
  • China’s domestic chipmakers, such as Huawei and Cambricon, are expected to benefit from increased demand as Nvidia's products face restrictions.
  • Huawei plans to begin mass shipments of its Ascend 910C AI chip next month, with sources indicating some shipments have already occurred.
  • The Ascend 910C combines two 910B processors, achieving performance comparable to Nvidia’s H100, but relies on foreign manufacturing components, including TSMC.
  • Chinese firms had stockpiled $16 billion worth of Nvidia H20 chips earlier this year, mitigating immediate shortages but highlighting long-term supply challenges.