Huawei readies AI chip for China, sources say; Nvidia shares drop

Bangkok Post Group

Huawei Technologies plans to begin mass shipments of its advanced 910C artificial intelligence chip to Chinese customers as early as next month, two people familiar with the matter said, sending shares of rival Nvidia lower on Monday. - REUTERS

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00:00Shares of NVIDIA dropped nearly 6 percent Monday morning after sources told Reuters

00:06that rival Huawei will begin mass shipments of its advanced AI chips to Chinese customers.

00:13Two people familiar with the matter told Reuters the shipments could begin as early as next

00:17month and said some shipments have already been made.

00:21Chinese companies have been scrambling to find a domestic replacement for NVIDIA's

00:26H20 chip, which the Silicon Valley giant had until recently been able to sell freely to

00:32the Chinese market.

00:34The Trump administration, seeking to limit China's technological development, told NVIDIA

00:39this month that sales of its H20 chip would require an export license.

00:45As a result, one tech policy consultant told Reuters that Huawei's 910C chip will now become

00:52the hardware of choice for Chinese AI developers.

00:56Huawei declined to comment on what it called speculation about shipment plans for the 910C

01:02and its capabilities.

01:04NVIDIA's most advanced AI chips, like its flagship B200, have been banned altogether by the Trump

01:11administration from being sold to China.

01:14This has allowed Huawei and Chinese tech startups to go after what has primarily been a market

01:20dominated by NVIDIA.

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