Nvidia's latest chips, like the B200, outperform Huawei's 910C, which relies on older manufacturing technology and lacks advanced memory. Despite its shortcomings, the 910C offers a viable option for companies in China due to US export controls on Nvidia technology. While Huawei's chip may not match Nvidia in performance, it can still handle enterprise AI workloads, albeit with limitations in speed and optimization needs. Analysts believe that strengthens China's capabilities in AI hardware, allowing for local innovation amidst international constraints on technology access.
From a performance standpoint, Nvidia's new-generation chips...have significantly widened the gap compared to Huawei's 910C, which is likely built on SMIC's N+2 7nm process.
Global adoption of Huawei's 910C is also hindered by limited developer support, ecosystem maturity, and integration challenges.
Despite not being the best in the market, the 910C could still prove viable for many enterprise- and hyperscale-AI use cases.
For enterprises...it presents a credible alternative in the face of tightening US export controls, while supporting domestic innovation ecosystems like DeepSeek.
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