Huawei plans to become Nvidia’s most serious competitor in China’s AI chip market. For this purpose, this company has started producing samples of its artificial ielligence chip called ESD 910C to replace Nvidia chips.
According to SCMP publication, Huawei has just started supplying its artificial ielligence chips to some Chinese tech gias. These companies are traditionally Nvidia’s customers, but the rece US sanctions have limited the purchase of chips from abroad, and Huawei has seized the opportunity and plans to replace Nvidia in the Chinese market.
Huawei plans to replace Nvidia in China’s artificial ielligence chip market
Not many details of the Esand 910C’s AI chip have been released yet, but it is said to have received significa upgrades over previous models. It has also been announced that in terms of raw performance, this product may be considered equal to Nvidia’s H100 artificial ielligence chip. Of course, we have to wait for more details for a more detailed analysis.
China is one of the largest technology markets in the world, and of course, it is considered one of the largest importers of chips in the world. From the poi of view of national security, this issue is dangerous for China, and the coury’s governme encourages various companies to produce chips locally. Also, the US governme has imposed several rounds of sanctions against Chinese companies and even banned the sale of some technologies related to chips to this coury.
Nvidia, as the largest artificial ielligence chip manufacturer in the world, also has an active presence in the Chinese market and even designed the H20 artificial ielligence accelerator specifically for this coury’s market. Meanwhile, the US governme is considering banning the sale of these accelerators to China.
In such a situation where the access of Chinese companies to Nvidia’s technology and products is limited, Huawei can easily supply the Asand 910C chip as a replaceme.
