Huawei's Ascend 910B Challenges Nvidia's Dominance in AI Chip Market

Huawei's Ascend 910B Challenges Nvidia's Dominance in AI Chip Market

Marina Chen
2 min read

Huawei's Ascend 910B Challenges Nvidia's Dominance in the AI Chip Market

Nvidia is facing restrictions on exporting its advanced GPUs to China, creating an opportunity for Huawei to capitalize on the market gap. At the Nanjing World Semiconductor Conference, Huawei's Chief Operating Officer asserted that their AI chip, the Ascend 910B, matches or surpasses Nvidia's A100. Despite Nvidia's stronghold in the AI processor market with a 90% share, Huawei's share sits at 6% but is projected to grow.

Huawei's Ascend 910B reportedly achieves up to 20% better performance than Nvidia's A100 in certain tests, signaling a competitive breakthrough. Despite US export controls, Huawei managed to design a chip with superior performance that can be domestically manufactured. However, an analysis by the Center for Security and Emerging Technology (CSET) reveals that the performance boost may not be as substantial as claimed, with only 75% of the theoretical maximum being actual hardware improvements.

To enhance performance, Huawei incorporated an extra vector unit in each core and increased the clock speed to achieve a 50% boost. The remaining 25% improvement came from a change in how peak performance is calculated. This strategic move aims to position Huawei competitively in the AI chip market, particularly in China where Nvidia faces significant restrictions.

Key Takeaways

  • Huawei's AI chip, Ascend 910B, competes with Nvidia's A100, claiming up to 20% better performance in certain tests.
  • US export restrictions limit Nvidia's GPU sales in China, opening a market gap that Huawei seeks to fill.
  • Huawei's Ascend chips show resilience with domestic production, despite being added to the US trade blacklist.
  • Huawei's market share in AI processors currently stands at 6% and is expected to grow, compared to Nvidia's dominant 90%.
  • Strategic chip design enhancements by Huawei aim to bolster its presence in the AI chip market, challenging Nvidia's dominance.


The US export ban on Nvidia GPUs to China has propelled Huawei's Ascend 910B into a competitive position, potentially reshaping the AI chip market dynamics. Huawei's strategic enhancements and focus on domestic production aim to capture a larger share of the AI processor market, challenging Nvidia's dominant position. This not only challenges Nvidia's market presence in China but also enhances Huawei's domestic chip production capabilities, reducing reliance on foreign technology. In the short term, this could lead to a surge in Huawei's market share and revenue growth, while in the long term, it could reshape global AI chip supply chains and influence international trade policies.

Did You Know?

  • Nvidia's A100 GPU:
    • The Nvidia A100 is a powerful graphics processing unit designed for high-performance computing tasks, including AI and ML applications. It features Nvidia's Ampere architecture, known for its ability to handle large-scale AI models.
  • Huawei's Ascend 910B AI Chip:
    • The Ascend 910B competes with leading AI processors like Nvidia's A100, offering comparable or superior performance in certain AI workloads. Its advanced features position it as a key player in the global AI chip market, especially in regions with restricted access to Nvidia's products.
  • US Export Restrictions on Advanced Technology to China:
    • These restrictions are part of a broader strategy to limit China's access to advanced technologies that could enhance its military capabilities or economic competitiveness, with implications for global tech supply chains and competitive dynamics within the industry.

You May Also Like

This article is submitted by our user under the News Submission Rules and Guidelines. The cover photo is computer generated art for illustrative purposes only; not indicative of factual content. If you believe this article infringes upon copyright rights, please do not hesitate to report it by sending an email to us. Your vigilance and cooperation are invaluable in helping us maintain a respectful and legally compliant community.

Subscribe to our Newsletter

Get the latest in enterprise business and tech with exclusive peeks at our new offerings