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’s Blackwell in real-world performance, despite using older 7nm and HBM2e components.
* By vertically integrating chip, system, cloud, and power infrastructure, Huawei is scaling compute in ways general-purpose GPGPU systems like NVIDIA’s Rubin cannot.
* While Huawei remains uninvestable, its rise threatens NVIDIA’s pricing power, ecosystem dominance, and long-term competitiveness in China and beyond.
Ascend’s Adoption Gap
