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How many units of Huawei's Ascend 910C AI chip will be shipped by the end of Q1 2025?
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Resolution / Starting Odds
Less than 50,000 units • 25%
50,000 to 70,000 units • 25%
70,000 to 90,000 units • 25%
More than 90,000 units • 25%
Public announcements or financial reports from Huawei
Story
Huawei to Launch Ascend 910C Chip in October, Challenging Nvidia in China
Aug 13, 2024, 09:46 AM
Huawei Technologies is preparing to launch its new Ascend 910C AI chip in October, aiming to challenge Nvidia's dominance in the Chinese market. The chip is reportedly comparable to Nvidia's H100 and is currently being tested by major Chinese companies, including ByteDance and Baidu. Huawei is in talks to secure tens of thousands of orders for the 910C chip, with potential orders estimated at around 70,000 units. This move comes as Huawei seeks to overcome U.S. sanctions and compete with Nvidia, whose cutting-edge chips are not directly available in China due to export controls.
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<$500 million • 25%
$500 million - $1 billion • 25%
$1 billion - $1.5 billion • 25%
>$1.5 billion • 25%
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No • 50%
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3-5 firms • 25%
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16+ • 25%
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10% to 20% • 25%
20% to 30% • 25%
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ByteDance • 25%
Baidu • 25%
Tencent • 25%
Other • 25%
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No significant impact • 25%
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Decrease by 10% to 20% • 25%
Decrease by more than 20% • 25%