Can Huawei Bridge the Gap and Challenge Nvidia’s Dominance?

While Huawei, initially known for its smartphones, is now a significant force in China’s tech scene, its ambition extends beyond that. The company is positioning itself as a key player in the country’s drive towards self-reliance in semiconductors, AI, and telecommunications. Huawei’s latest move, the Ascend 910D chip, presents an intriguing challenge to Nvidia, whose market dominance has been bolstered by China’s increasing demand. 2023 saw Huawei launch its own AI chip in response to US export restrictions impacting both the A100 and H100 series.