The new 910C GPU by Huawei is expected to revolutionize China’s burgeoning Artificial Intelligence Industry. As per reports, the new AI chip is already set for shipping to Chinese customers next month, filling a critical need in the market because of the US bans on advanced Nvidia chip sales to China.
Filling the Void: A Domestic Alternative Emerges
The 910C serves as a vital domestic substitute for Chinese AI companies and works to U.S. nVidia’s powerful AI processors. Likewise, Nvidia’s most powerful chips continue to systematically evade the Chinese market, stranding these firms in search of feasible options to power their rapidly sprawling AI aspirations.
Huawei’s 910C AI Chip: Strides In Technology
As cited by Reuters, Huawei Technologies’ 910C artificial intelligence chip is more of “an architectural evolution rather than a technological breakthrough.” Essentially, this indicates that the 910C achieves its purported efficiency by performance scaling on two of Huawei’s 910B processors. The company’s Ascend 910B GPU was already out in the market, which serves as a basis to which the new chip builds upon.
The Huawei 910C as a Strong Competitor to Nvidia’s H100
Even with the 910B’s ‘evolutionary’ attributes, it continues to outperform single 910B chip systems. However, Huawei 910C is estimated to outstrip this by 10% which would have been achieved on the previous model. Carrying dual computing precision as well as enhanced memory capacity compared to the previous models, greatly Huawei’s position in the market. As it is, Huawei 910C faces Nvidia H100 chip for demand and attention within the ecosystem of emerging chipset Huawei 910C is said to have improved AI workload data capabilities on top of the previously mentioned features.
Nvidia’s Banned Fruit: How US Policy Paved the Way
Part of the pathway for Huawei’s 910C has been set due to USA’s persistent attempts at curtailing the Chinese access to sophisticated AI chips. This dates back to the Bidem Administration in October 2022, which sought to inhibit Huawei’s access to Nvidia’s A100 and H100 super GPUs.
In checking sales from China, Nvidia was forced to issue the less powerful A800 chip. However, his leg alternative was also blocked in late 2023. The latest attempt, H20, was said to have met the regulations, but was barred from export this month by Trump highlighting the nature and sustenance in the battle low-tier technology trade war.
A Bestseller in the Making: Domestic Demand Strong
Stated as the primary domestic substitute for Nvidia’s now banned products, the Huawei 910C chip is anticipated to fill the gaps in the domestic Chinese market. The gap requirement for home based AI peripherals in the midst of the rapid growth in the AI domain equips the new offerings with ample opportunities in the domestic market. This further strengthens the self reliance posture of China and the fierce competition at the global AI competition.
