Huawei readies new AI chip for mass shipment as China seeks Nvidia alternatives

Huawei plans to start shipping its new 910C AI chip to Chinese customers as early as next month as Nvidia is affected by new trade policies imposed by the U.S.

Huawei Technologies plans to begin mass shipments of its advanced 910C artificial intelligence chip to Chinese customers as early as next month, two people familiar with the matter said.

Some shipments have already been made, they added.

The timing is fortuitous for Chinese AI companies which have been left scrambling for domestic alternatives to the H20, the primary AI chip that Nvidia had until recently been allowed to sell freely in the Chinese market.

This month, U.S. President Donald Trump's administration told Nvidia that sales of the H20 would require an export licence.

Huawei's 910C, a graphics processing unit (GPU), represents an architectural evolution rather than a technological breakthrough, according to one of the two people and a third source familiar with its design.

It achieves performance comparable to Nvidia's H100 chip by combining two 910B processors into a single package through advanced integration techniques, they said.

That means it has double the computing power and memory capacity of the 910B and it also has incremental improvements, including enhanced support for diverse AI workload data, they added.