Huawei accelerators gain traction as Chinese cloud giants retrain away from Nvidia silicon.
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The impact is reportedly most visible in China’s public cloud and state-funded data center projects, which are now formally barred from using foreign AI chips . The directive follows earlier efforts by Beijing to promote domestic hardware through subsidies and procurement preference, but the latest guidance is more absolute. Chinese developers are rewriting code and restructuring workloads to run on domestic accelerators like Huawei’s Ascend 910B and 910C, as a result, which are less powerful than Nvidia’s latest GPUs .
As for the Ascend 910C , it’s emerging as a default choice. An updated version of the company’s 910B, the 910C combines two 910B dies in one package and reportedly began mass shipments this spring. Multiple Chinese developers are thought to already be using it for model training, making it the first domestic chip deployed at this scale for large-scale AI.
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Key considerations
- Investor positioning can change fast
- Volatility remains possible near catalysts
- Macro rates and liquidity can dominate flows
Reference reading
- https://www.tomshardware.com/tech-industry/semiconductors/SPONSORED_LINK_URL
- https://www.tomshardware.com/tech-industry/semiconductors/chinas-ai-chip-pivot-accelerates-as-us-export-restrictions-bite#main
- https://www.tomshardware.com
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