Huawei’s 910D Chip Aims to Challenge Nvidia’s AI Dominance
As U.S. export restrictions tighten, Huawei is reportedly preparing to launch the 910D chip, a potential rival to Nvidia’s powerful H100 Hopper AI processor. According to The Wall Street Journal, the chip is still in testing, but Huawei may begin distributing it to Chinese companies later this month, raising speculation about a domestic AI hardware shift.
Nvidia, long the market leader in artificial intelligence semiconductors, has faced mounting obstacles in China. Under the Biden and Trump administrations, export rules now require licenses to sell advanced chips like the H100. In response, Nvidia developed reduced-performance versions, such as the H20 and H800, to maintain sales in China. However, even these are now limited under newer sanctions.
This geopolitical vacuum has created an opening that Huawei is trying to fill with its 910D. Designed for AI training, inference, and high-performance computing, the chip has attracted attention — though not without skepticism.
Is Huawei ready to compete?
Analysts warn that the 910D may not yet match Nvidia’s capabilities. Richard Windsor of Radio Free Mobile said Huawei is unlikely to break past the 7nm barrier, while Nvidia’s H100 uses a 4nm process. Smaller nodes mean better power efficiency and performance — two areas where the 910D reportedly lags.
Additionally, Nvidia’s H100 is no longer cutting-edge. The company has already unveiled its next-gen Blackwell architecture and plans new releases in 2026 and 2028. That, combined with Nvidia’s growing lead in global AI infrastructure, makes Huawei’s “checkmate” claim seem premature.
Still, with Nvidia’s retreat from the Chinese market and Huawei’s determination to localize the AI chip supply chain, the 910D could thrive domestically. If export restrictions persist, Huawei’s chips may become the go-to solution for China’s surging AI demand.
