
Chinese tech giant Huawei is set to launch a new artificial intelligence chip, the Ascend 910C, that could rival Nvidia's H100. The announcement comes amid ongoing trade tensions between China and the United States, and could reshuffle the cards in the strategic AI semiconductor market.
Huawei challenges Nvidia on its own turf
Huawei is preparing the imminent launch of its Ascend 910C AI chip, aimed at directly competing with Nvidia's H100. According to the Wall Street Journal, several Chinese companies are already testing this new component, whose performance would be comparable to that of the American giant.
This technological advance intervenes in a difficult context for Huawei. The company has been facing US sanctions for several years limiting its access to advanced semiconductors.
The launch of the Ascend 910C could therefore mark a turning point in its strategy, allowing it to partially free itself from its dependence on foreign technologies.
However, Nvidia maintains a considerable lead in the global AI market, with its market capitalization recently reaching $2.68 trillion.
The company plans to ship more than a million of its new H2O chips to Chinese customers, thanks to a design that cleverly circumvents American restrictions.
A major geopolitical issue
Huawei's launch of the chip is part of a broader race for technological supremacy between China and the United States. Washington's recent restrictions on the export of advanced AI chips to China have pushed Beijing to accelerate the development of its own capabilities.
This technological rivalry is coupled with political issues. Jensen Huang, CEO of Nvidia, recently proposed organizing a debate on AI between Donald Trump and Kamala Harris, as part of the American presidential campaign.
In this turbulent context, NVDA shares were up 4.78% today at $114.23 on the Nasdaq.
In short, the upcoming battle between Nvidia and Huawei in the AI field promises to be intense. Huawei's emergence as a serious competitor to Nvidia in the AI chip market could reshuffle the industry's cards.
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