Huawei's next-gen Ascend 910D AI GPU teased: rivals NVIDIA's previous-gen Hopper H100 in China

Huawei's next-gen Ascend 910D AI chip has been teased, with China's latest tech only rivaling NVIDIA's previous-gen Hopper H100 AI GPU.

Huawei's next-gen Ascend 910D AI GPU teased: rivals NVIDIA's previous-gen Hopper H100 in China
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TL;DR: Huawei is developing the Ascend 910D AI GPU to rival NVIDIA’s previous-gen Hopper H100, targeting the Chinese market amid US export restrictions on NVIDIA’s AI chips. With early samples expected soon, Huawei aims to support domestic AI growth by supplying powerful, homegrown AI processors to major Chinese tech firms.

Huawei is working on its next-gen Ascend 910D AI GPU, which is said to offer AI performance matching NVIDIA's previous-gen Hopper H100 AI GPU for the Chinese market.

Huawei's next-gen Ascend 910D AI GPU teased: rivals NVIDIA's previous-gen Hopper H100 in China 703
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In a new report from Bloomberg, we're learning that Huawei's new Ascend 910D AI chip will have its first batch of samples out in late May, with development "still at an early stage". Huawei hopes that its new Ascend 910D will be more powerful than NVIDIA's previous-gen Hopper H100, which was released in 2022, and has been succeeded by Blackwell B200, and soon B300 and B300 Ultra AI GPUs.

NVIDIA's custom made-for-China H20 AI GPU was recently banned from being sold in China with new US export restrictions, with the company taking a $5.5 billion hit on its Q1 2025 revenue because of it. China can't get its hands on even lower-end AI GPUs, so it is having to rely on homegrown solutions, with Huawei and its new Ascend 910D.

It's expected that Huawei will ship over 800,000 of its Ascend 910B and 910C AI chips to customers this year, including state-owned telecommunications carriers and private AI developers including TikTok parent company ByteDance.

China is many years behind the US -- and mostly NVIDIA right now with its marketing-dominating AI GPUs -- as the company has been blocked from the world's largest semiconductor foundry, TSMC. It has its own Semiconductor Manufacturing International (SMI), but that company is blocked from being able to purchase the most advanced chip-making machines like ASML's family of High-NA EUV lithography machines that TSMC and Intel have been spending billions and billions of dollars on over the years.