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According to the Wall Street Journal, Huawei is reportedly preparing to test its latest and most advanced AI processor, which it hopes could serve as a replacement for some of NVIDIA’s high-end products.
The report, citing sources, states that Huawei has contacted several Chinese tech companies to evaluate the technical feasibility of its new chip, the Ascend 910D, and is expected to receive the first batch of samples as early as late May.
Huawei Reported to Begin Mass Deliveries of 910C Amid Rising Demand
Meanwhile, Huawei reportedly plans to begin mass shipments of its 910C AI chip to Chinese customers as early as May, Reuters reports.
The Wall Street Journal, citing sources, indicates that Huawei is expected to deliver more than 800,000 Ascend 910B and 910C chips this year to customers including state-owned telecom carriers and AI companies such as TikTok parent ByteDance.
Some customers have also reportedly entered discussions with Huawei to boost their 910C orders following the Trump administration’s export restrictions on NVIDIA’s H20 chips, as indicated by The Wall Street Journal.
Huawei Moves to Capitalize on U.S. Chip Restrictions
The Wall Street Journal also mentions that earlier this month, the U.S. added NVIDIA’s H20 chip to its expanding list of restricted semiconductors. NVIDIA said it expects to take a USD 5.5 billion charge as a result. The move, as the report highlights, presents an opportunity for Chinese rivals such as Huawei and Beijing-based Cambricon Technologies.
As noted by the report, U.S. efforts to block China’s access to key AI chip components have pushed Huawei to focus on building faster, more efficient systems rather than enhancing individual chip performance. In April, Huawei introduced the CloudMatrix 384, a system connecting 384 Ascend 910C chips. Some analysts said it outperforms NVIDIA’s flagship rack system—powered by 72 Blackwell chips—under certain conditions, despite higher power consumption, as the report notes.
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(Photo credit: Huawei)
