Date:
April 28, 2025
Huawei's Ascend 910D chip emerges as China's answer to Nvidia's H100, marking a pivotal shift in AI hardware competition.
Huawei is stepping deeper into the artificial intelligence race, and this time, it’s coming straight for Nvidia.
The Chinese tech giant has quietly developed its most advanced AI processor yet — the Ascend 910D — as part of its growing effort to build homegrown alternatives to U.S. technology. According to a report from The Wall Street Journal, Huawei hopes its new chip will match or even surpass Nvidia’s industry-leading H100 model, a benchmark in AI computing.
In fact, research firm SemiAnalysis stated, “Having five times as many Ascends more than offsets each GPU being only one-third the performance of an Nvidia Blackwell.” They further noted, “The deficiencies in power are relevant but not a limiting factor in China.”
Early testing is already underway. Huawei is said to be working with several domestic firms to trial the Ascend 910D’s capabilities, with wider availability expected by late May. If successful, it could be a major breakthrough for China’s tech ambitions, particularly as U.S. export controls tighten around access to Nvidia’s cutting-edge chips.
But Huawei isn't stopping there. The company is also preparing to ramp up shipments of its Ascend 910C chip — a design that stitches two 910B processors together to double performance and memory bandwidth. According to sources cited by Reuters, the 910C is already showing performance levels comparable to Nvidia’s H100, further bolstering China’s push to reduce reliance on U.S. hardware.
The timing couldn’t be more critical!
With Washington clamping down on exports of high-end semiconductors like Nvidia's H100 and the newer B200, Chinese companies have found themselves scrambling for powerful alternatives. Huawei’s new chips — if they live up to expectations — could offer a much-needed solution.
Bloomberg also pointed out that Huawei’s latest move is part of a broader strategy to reshape global tech supply chains, as geopolitical tensions between the U.S. and China continue to reshape innovation paths.
While Huawei’s past efforts in chip development have faced challenges — particularly around manufacturing under sanctions — the success of the Ascend 910D could mark a turning point, not just for the company, but for China’s broader AI ambitions.
For now, all eyes are on the May tests. If the numbers add up, Nvidia may find itself facing a serious new competitor from across the Pacific.
