Nvidia is an indispensable company where AI is concerned, but rivals like AMD and Nvidia are now threatening its lead..

In late April, The Wall Street Journal reported Huawei was lining up customers to test the Ascend 910D, rumoured to be more powerful than Nvidia’s H100 chip, which was banned in China in late 2023.

Nvidia's 2Q FY2026 outlook indicates the H20 headwind persists, with an $8B inventory write-off expected. Read why I downgrade NVDA stock to Hold.

Huawei CEO Ren Zhengfei confirms the company’s AI chips are one generation behind US technology but highlights innovative workarounds and ongoing advancements to stay competitive in the global ...

The Ascend 910B, Ascend 910C, and the upcoming Ascend 910D are banned, whereas the Ascend 910, which Huawei legally purchased from TSMC in 2019 – 2020 before ending up on the U.S. Entity List ...

Huawei steps up AI chip race with Ascend 910D, targeting Nvidia’s high ground. April 28, 2025: China’s Huawei Technologies is preparing to test its newest and most powerful AI processor, ...

Alibaba CEO Eddie Wu said that the company is actively exploring a variety of options to meet the growing demand of customers. And the head of Tencent, Martin Lau, said that he wants to increase the ...

The company is preparing to mass-produce its Ascend 910C chips, which are already being integrated into Chinese data centers. While these chips don’t yet match Nvidia’s H100 or GB200 in raw power, ...