Huawei's new artificial intelligence chip has not shaken global markets. Nvidia investors think that the Chinese giant cannot pose a serious threat with its Ascend 910D model. Will the global competitive balance change, or will Nvidia continue to remain in the safe harbor?
📌 What Happened?
The Chinese technology giant Huawei is preparing to test the new artificial intelligence chip Ascend 910D to compete with Nvidia. But according to information compiled by borsaningundemi.com, experts do not expect this move by Huawei to have a significant impact on markets outside China. Radio Free Mobile founder Richard Windsor noted that Huawei's chip development process did not reach Nvidia's current performance level. According to the Wall Street Journal, Huawei will begin testing the new chips with Chinese technology companies, and the first samples will be ready next month. Unable to reach high-end Nvidia chips like the H100 due to U.S. export restrictions, Chinese companies are turning to local alternatives like the Ascend 910D. Although shares of Nvidia and other chipmakers briefly fell on Monday, they eventually recovered in the session. Although Huawei's new chip uses advanced packaging technologies for performance enhancement, it consumes more power and lags behind rival Nvidia's H100 chip in terms of efficiency. In the previous models of the Ascend series, technological limitations and cost problems were also prominent. Experts note that Huawei being limited to the 7-nanometer process in chip manufacturing will be a major obstacle in its quest to become an alternative to Western technologies.
📉 Products That May Be Affected
🟢 Positive:
• Intel
• Broadcom
• Huawei local partners
🔴 Negative:
• Nvidia
• Micron Technology
• Taiwan Semiconductor Manufacturing (TSMC)
• Advanced Micro Devices (AMD)
🧠 Expert Review
Although this development for investors creates a source of volatility in the short term, in the medium and long term, Nvidia seems more likely to maintain market leadership. Huawei's Ascend 910D chip may create a certain demand in the Chinese domestic market, but it is not of the size to threaten Nvidia's technological superiority in global competition. The high costs of entering Western markets and a lack of efficiency seem to limit the global spread of Chinese artificial intelligence chips. However, the fact that U.S. export restrictions encourage Chinese companies to develop domestic solutions could further inflame technology competition in the long run. However, given the current technology barriers and lack of economic sustainability, a serious threat to Nvidia's global leadership is not expected.
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🛑 Disclaimer
This content is created by Investment Desk AI and is not Investment Advice. You should make your decisions based on your own research and professional advisors.
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