The Chinese government is reportedly intensifying efforts to discourage domestic companies from buying Nvidia AI processors, aiming to boost local suppliers like Huawei. According to sources cited by the ,

With US trade restrictions Huawei is looking to supplant NVIDIA as the go-to chipmaker for AI in China, and is already sending its latest to tech giants.

The H20, Nvidia’s fastest GPU it can legally sell in China, is projected to sell around a million units worth a dozen billion dollars according to the report. It’s substantially more than the 70,000 Ascend 910C chips worth roughly $2 billion dollars altogether, according to the August report.

Huawei’s earlier offering, the Ascend 910B chip, is already quite popular with Chinese firms and has been adopted by many of them.