Does NVIDIA FINALLY Have A Real Competitor? China’s Tech Giant Huawei Readies Ascend 910D AI Chip
AI-Generated Summary
Huawei is testing its new Ascend 910D AI chip, aiming to challenge Nvidia’s dominance in the sector. Approached by Chinese tech firms, Huawei plans to evaluate the chip’s technical feasibility, with initial samples expected by late May. The Ascend 910D is designed to outperform Nvidia’s H100, which serves as a key benchmark. Since 2019, Huawei has rapidly advanced from its first Ascend 910, now targeting performance gains to close the gap with Nvidia. The company recently prepared to mass-produce the Ascend 910C and emphasizes China’s push for technological self-sufficiency amid US export restrictions. This development signals progress toward building a resilient, independent chip ecosystem.
๐ Full Transcript
[Music] Just days after Jensen Hang’s visit to China, Huawei has announced testing of a chip which could arguably prove to be one of the fiercest competition to Nvidia. China’s Huawei Technologies is preparing to test its most powerful artificial intelligence processor yet, the Ascend 910D. in a move aimed at challenging the dominance of US chipmaker Nvidia. According to the Wall Street Journal, Huawei has approached several Chinese tech firms to begin testing the chip’s technical feasibility with the first batch of samples expected as early as late May. The Ascend 910D is intended to outperform Nvidia’s H100 chip, which has been a benchmark in AI model training. This comes as Huawei accelerates its chip development efforts spurred by US export restrictions that block Chinese companies from accessing Nvidia’s most advanced products, including the H100 and the newly launched B200. Huawei’s progress is notable. Since the release of its first Ascend 910 chip in 2019, the company has moved swiftly through generations of AI processors. The current Ascend 9 10C achieves about 60% of the H100’s inference performance. According to independent research, now with the 910D, Huawei aims to close the gap even further. Reuters also reports that Huawei is set to begin mass shipments of its ascend 910 C chip to Chinese customers next month. This underscores how geopolitical pressure has intensified China’s drive toward technological self-sufficiency. Production efficiency has also seen major gains. Huawei’s Ascend 910C achieved yield rates of around 40%. Comparable to Nvidia’s H100, a critical milestone as yield rates heavily influenced chip costs and availability. The upcoming tests of the Ascend 9 10D mark a pivotal moment not just for Huawei but for China’s broader ambitions to build a resilient higherformance semiconductor ecosystem, one less vulnerable to external controls. For more news and updates, keep watching Live Mint. [Music] [Applause]
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