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ToggleHuawei to Unveil Competing AI Chip in ChinaThis time, the Chinese market will get a new version of Ascend 910CCategory: IC | Tags: TSMC Robbie G. As Reuters reported this week, Huawei has now taken the step to build EASC chips on its own — a decision that is part of Huawei’s broader effort in response to US restrictions on Nvidia’s top-end chips inside China.
Verified over the past few weeks with some of China’s top internet and telecom companies, chipmaker. This announcement reportedly has many potential buyers excited, with Huawei telling them that performance of the AI chip is similar to Nvidia’s H100 and this news likely contributes towards public tech giants in China looking for both powerful computing solutions but also one they can source domestically.
This follows similar moves from last year when U.S. regulations prohibited Nvidia to sell its high-end H100 chip and other related chips in China due to national security reasons. In turn, Nvidia released retooled variants such as the H20 specifically for China. Nonetheless, such modifications have constraints in terms of computing power as a result of the bans thus providing an empty demand that any new Huawei chip could now fulfill.
With the Ascend 910C set to start shipping as soon as October, reports suggest that ByteDance, Baidu and China Mobile are among those already lining up with orders. However, preliminary talks believed that sales of the Ascend 910C could exceed 70,000 units which values the deal to an approximately $2 billion;
A successful launch not only allows us to compete in-kind with Nvidia at home, but also helps build up China’s ambitions for AI and high-performance computing, especially since the Americans have been trying so hard to hamper their tech achievements.
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