Huawei to Launch New AI Chip, Challenging Nvidia

According to reports, Chinese tech giant Huawei is advancing the development of a new generation of artificial intelligence chip, Ascend 910D, aiming to break through U.S. technological restrictions and compete with Nvidia's cutting-edge AI chips. This chip is currently in the early testing phase, undergoing performance verification by Huawei's internal teams and partner companies. Sample batches are expected to be provided to customers in late May 2025, marking Huawei's ongoing efforts in the high-end semiconductor sector.

As the latest product in Huawei's Ascend series, Ascend 910D focuses on large model training and efficient reasoning scenarios, targeting performance parameters that directly rival Nvidia's flagship chips such as H100 and B100. Despite U.S. export controls limiting the supply of high-end GPUs to China, Huawei has made progress in chip architecture design, advanced packaging technology, and coordination with a localized supply chain through its independent research and development system. Industry experts note that if this chip achieves its expected performance, it will provide critical computing power support for Chinese AI companies, alleviating the long-standing reliance on foreign chips.

The global AI computing power market is highly concentrated around Nvidia, whose products account for over 80% of the data center GPU market share. If Huawei’s new chip successfully enters commercial use, it will offer global customers more diversified options, particularly in localized scenarios like Chinese large language model training and autonomous driving where it holds adaptation advantages.

Despite the challenges ahead, Huawei's continuous investment in AI chips undoubtedly injects confidence into China's tech industry to overcome external restrictions and build an independent innovation ecosystem.