Huawei set to ship 910C AI chips at scale, signaling shift in global AI supply chain

Huawei is reportedly preparing to ramp up shipments of its new 910C AI chip to Chinese customers as early as next month, a move that could accelerate the fragmentation of global AI infrastructure and challenge US chip dominance in enterprise workloads.

Some of the chips have already been shipped, according to a Reuters report, as Chinese AI companies scramble for domestic alternatives to Nvidia’s H20 – a chip that had, until recently, been freely available in the region.