Huawei Challenges Nvidia with Powerful New AI Chip

Huawei’s Ascend 910B Chip Threatens Nvidia’s AI Leadership

Huawei has unveiled an advanced AI chip that rivals Nvidia’s H100, challenging U.S. dominance in high-performance AI hardware. Huawei has launched the Ascend 910B, a next-generation AI chip that appears to match the computational performance of Nvidia’s widely used H100. This development signals a major stride in China’s quest to reduce its reliance on American semiconductor technology, especially amid tightening U.S. export restrictions.
AI chip rendering and circuit board layout
Illustration for reference only. This is not an official graphic from Huawei.
Built by Chinese tech giant Huawei, the Ascend 910B is part of the company’s broader strategy to enhance its AI computing ecosystem. The chip, fabricated domestically, is reported to offer processing capabilities comparable to Nvidia’s H100, which is considered a gold standard in data centers worldwide for training large language models and other complex AI workloads. The timing of Huawei’s breakthrough is strategic. Since 2022, the U.S. government has tightened restrictions on the export of high-end AI chips like Nvidia’s A100 and H100 to China, citing national security concerns. These measures have compelled Chinese firms to accelerate the development of homegrown alternatives.

The Technical Edge

While Huawei has not released official benchmarks for the 910B, industry insiders suggest it is built on a 7nm process, possibly using technology from China’s Semiconductor Manufacturing International Corporation (SMIC). The chip reportedly supports high memory bandwidth and features an architecture optimized for deep learning tasks.
Illustration of chip production in cleanroom environment
Illustration for reference only. This is not an official graphic from Huawei.
Huawei’s 910B is already being deployed within its own AI frameworks, such as MindSpore, and integrated into its cloud services. It also powers the company’s Atlas servers and AI acceleration cards. According to internal testing reported in Chinese media, the chip delivers comparable throughput to Nvidia’s offerings for a range of natural language processing tasks.

Global Implications

The emergence of the 910B could shift the competitive landscape in the AI hardware sector. While Nvidia still dominates the global market, especially in Western countries, Huawei’s chip offers a viable domestic option for Chinese enterprises and research institutions cut off from U.S. technologies. Moreover, China’s push for semiconductor independence may soon result in a more fragmented global AI infrastructure, with Western and Chinese ecosystems developing in parallel. The geopolitical consequences of this divergence are still unfolding, but Huawei’s latest move is a clear signal of intent. While Huawei faces ongoing U.S. sanctions and continues to be blacklisted from purchasing advanced lithography equipment, its chip development shows that domestic innovation in China’s tech sector is gaining ground — particularly in AI, where computational demand is rapidly increasing worldwide.

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