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Huawei readies AI chip for China, sources say; Nvidia shares drop
Bangkok Post Group
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4/22/2025
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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00:00
Shares of NVIDIA dropped nearly 6 percent Monday morning after sources told Reuters
00:06
that rival Huawei will begin mass shipments of its advanced AI chips to Chinese customers.
00:13
Two people familiar with the matter told Reuters the shipments could begin as early as next
00:17
month and said some shipments have already been made.
00:21
Chinese companies have been scrambling to find a domestic replacement for NVIDIA's
00:26
H20 chip, which the Silicon Valley giant had until recently been able to sell freely to
00:32
the Chinese market.
00:34
The Trump administration, seeking to limit China's technological development, told NVIDIA
00:39
this month that sales of its H20 chip would require an export license.
00:45
As a result, one tech policy consultant told Reuters that Huawei's 910C chip will now become
00:52
the hardware of choice for Chinese AI developers.
00:56
Huawei declined to comment on what it called speculation about shipment plans for the 910C
01:02
and its capabilities.
01:04
NVIDIA's most advanced AI chips, like its flagship B200, have been banned altogether by the Trump
01:11
administration from being sold to China.
01:14
This has allowed Huawei and Chinese tech startups to go after what has primarily been a market
01:20
dominated by NVIDIA.
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