Huawei’s Ascend 910C chips are apparently good enough to give NVIDIA’s H100 GPUs a run for their money, as per the publicized claims of China’s star AI player. And, judging from the beating – albeit fleeting – that NVIDIA’s shares received in the aftermath of this well-choreographed move from Huawei, the market seems to agree. Now, one analyst has made some startling claims regarding Huawei’s Ascend series chips, and that too within a note dedicated to NVIDIA. To wit, Mizuho analyst Vijay Rakesh, while expounding on his bullish thesis for NVIDIA, took a startling detour to discuss the dynamics surrounding […]
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