From Financial Modeling Prep: 2025-04-22 03:18:00

Huawei Technologies is gearing up to ship its 910C AI graphics processor to Chinese clients starting in May, competing with NVIDIA’s H100 amid U.S. export restrictions. The 910C is designed to match NVIDIA’s flagship chip in AI tasks, impacting NVIDIA’s market share with a 6% stock drop.

With NVIDIA facing export curbs, Huawei’s 910C could disrupt China’s AI sector, challenging NVIDIA’s dominance. The 910C’s performance will be crucial for enterprise adoption in AI training workloads, potentially accelerating trials among local cloud and data-center operators.

Investors are closely monitoring U.S. Commerce Department decisions on NVIDIA’s export licenses for the H20 chip. Real-world performance benchmarks between the 910C and H100 will shape adoption in AI training tasks, impacting the competitive landscape in the semiconductor market.

As Huawei’s 910C rollout shakes up the AI chip market, analysts are adjusting their views on NVIDIA. Stay updated on analyst ratings and price target revisions through Financial Modeling Prep’s API, offering real-time data on key semiconductor companies. The global AI chip market is entering a new phase of competition and innovation amid evolving trade policies and technological advancements.



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