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In the 2025 AI arms race, China's DeepSeek has become both a showcase of ambition and a cautionary tale on domestic chip ...
Huawei has become widely regarded as China's most promising domestic supplier of chips essential for AI development.
Semiconductor giant Nvidia ($NVDA) was higher today on reports that Chinese rival DeepSeek has delayed the release of its new ...
Additionally, Nvidia is already planning to release new chip models in 2026 and 2028. So, I don't think Huawei's new chip is checkmate for Nvidia.
So, if Huawei's 910D can truly rival Nvidia's H100 chip, that would give Chinese companies access to more powerful chips than they have been buying from Nvidia in recent years.