Is the US afraid of Huawei? Reports point to the Ascend 910C accelerator’s performance to explain the surprising reversal of Nvidia's H200 AI GPU ban on China

TechRadarFriday, December 12, 2025 at 10:30:00 PM
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Is the US afraid of Huawei? Reports point to the Ascend 910C accelerator’s performance to explain the surprising reversal of Nvidia's H200 AI GPU ban on China
  • The U.S. government has reversed its ban on Nvidia's H200 AI chip exports to China, allowing the company to sell these advanced chips to approved customers. This decision comes as Huawei's Ascend 910C chips have shown competitive performance in AI computing, prompting a reassessment of the export restrictions previously imposed due to national security concerns.
  • This policy shift is significant for Nvidia as it opens up a lucrative market in China, where demand for AI technology is rapidly growing. The ability to export the H200 chips could enhance Nvidia's competitive position in the global AI landscape, especially against emerging competitors like Huawei.
  • The lifting of the ban reflects broader tensions in U.S.-China relations regarding technology and trade, particularly in the AI sector. As companies like Huawei ramp up their capabilities, the U.S. faces pressure to balance national security interests with economic opportunities, highlighting the ongoing rivalry in technological advancements between the two nations.
— via World Pulse Now AI Editorial System

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