Nvidia It has fallen strongly on Monday on Wall Street (-4.51%) after Restrictions imposed by the United States to their Chips exports to China Keep weighing on the company's price. And it is that the Asian giant is looking for alternatives as Huawei He does not want to miss the opportunity to occupy that market level. In fact, according to 'Reuters', the Asian company prepares to start, starting next month, mass shipments of its Advanced Artificial Intelligence Chip (AI) 910C to Chinese clients. Moreover, based on the information offered to the aforementioned medium by two people familiar with the matter, some shipments have already been made. It should be noted that the 910c of Huawei represents a Architectural evolution and achieves a NVIDIA H100 chip yield by mergering two 910b processors in a single package using advanced integration techniques. This means that It has twice the processing power and memory capacityin addition to incremental improvements, including a support for various AI workload data. All this, after «on April 9, 2025, the United States government informed Nvidia that demands a license to export to China (including Hong Kong and Macao)or companies with headquarters or matrix in these countries, the integrated circuits H2O «. In fact, NVIDIA communicated that» the license requirement addresses the risk that covered products can be used in a supercomputer in China or deviate to it «, and that the «License requirement will be in force indefinitely». In this sense, the company has had to assume, for its first fiscal quarter of 2026, which ends on April 27, «a charge of 5.5 billion dollars associated with the inventory of H2O productswith purchase commitments and related reserves. «Thus, the latest export restrictions of the NVIDIA H20 by the United States Department of Commerce» will mean that Huawei's Ascend 910C GPU will now become the hardware chosen by AI (Chinese) models developers (Chinese) And to implement inference capacity, «he tells 'Reuters' Paul Triol Domestic alternatives such as Huawei's Ascend series are gaining ground«, explains to 'CNBC' Doug O'Laughlin, semi -health analyst.
