Huawei Notes: Huawei’s 910C And CM384: A Strategic Shock To The NVIDIA Thesis (Pt.2) Summary * Huawei's AI-native 910C and CM384 systems now rival NVIDIA’
Huawei Notes: Huawei’s 910C and CM384: A Strategic Shock to the NVIDIA Thesis (Pt.1) Summary * Huawei’s 910C and CM384 achieve H100-class and Blackwell-scale performance using
