Nvidia KILLER? Huawei Ascend 920 Performance SHOCKS Experts!
Is Huawei's upcoming Ascend 920 AI chip just a "potential alternative" to Nvidia's restricted H20 for China? This deep dive argues that headline is fundamentally misleading! Join the analysis as we break down why the Ascend 920 is poised to significantly outperform the Nvidia H20 on nearly every metric, challenging narratives shaped by US export controls.
Discover the real context: the H20 was Nvidia's downgraded chip, specifically designed (and now further restricted under Trump policies influenced by groups like IFP) to comply with US export rules, not its top performer. We'll explore how this policy impacts Nvidia (including a $5B write-down and potentially $16B in lost orders) while inadvertently accelerating Huawei's AI development. Learn about the crucial difference between AI training and inferencing performance, the unexpected role of the DeepSeek breakthrough, and how Huawei's current Ascend 910C systems already compete with Nvidia's high-end offerings like the H100 and NVL72 (Grace Blackwell) in many areas.
While acknowledging Huawei's likely production yield challenges due to lacking EUV lithography, this video clarifies the performance landscape and critiques the "hold China down" approach versus a collaborative "Muga" philosophy. Understand the true capabilities of Huawei's Ascend series before the Ascend 920 even launches in H2 2025!
What are your thoughts on Huawei's AI progress and the impact of export controls? Share below! Like & Subscribe for more tech analysis.
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**Disclaimer** These videos are for fun and entertainment purposes ONLY. I am not an investment advisor or professional, please do your own research on anything discussed. All commentary is meant for humor, always be sure to investigate anything i say for yourself.