Overview
- Huawei is set to test its Ascend 910D AI chip, aiming to rival Nvidia's H100 processor in performance and efficiency.
- The company expects to deliver the first batch of 910D samples to Chinese tech partners by late May for evaluation.
- Mass shipments of the Ascend 910C, an earlier iteration, are planned for next month to meet domestic demand.
- U.S. export restrictions since 2022 have barred Nvidia's top-tier AI chips from the Chinese market, prompting Huawei's accelerated innovation efforts.
- Huawei's development relies on domestic manufacturing capabilities, such as SMIC's 7nm process, but faces challenges like lower yields and reliance on older technologies.