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Huawei 910C estimated to reach 76 percent of NVIDIA H200 performance
Wednesday, December 24, 2025 at 01:50 AM
Counterpoint Research estimates that the Huawei Ascend 910C chip will deliver approximately 76% of the performance of NVIDIA's H200. This performance gap is expected to lead to a market split in China, where NVIDIA hardware remains the primary choice for training large models while Huawei's silicon is increasingly adopted for inference workloads.
Context
Huawei’s latest AI processor, the Ascend 910C, is estimated by Counterpoint Research to reach approximately 76% of the performance of Nvidia’s flagship H200. While this marks significant progress for Chinese domestic silicon, the performance gap remains a critical hurdle for training massive frontier models efficiently. This disparity is expected to drive a split market strategy within China throughout 2025. Restricted Nvidia hardware will likely be prioritized for compute-intensive training allocations, while domestic chips like the 910C flood the high-volume inference market where slightly lower performance is more acceptable for running established models.
This bifurcation underscores the resilience of China’s domestic GPU roadmap despite ongoing U.S. export controls. While Nvidia maintains a clear performance moat for advanced training workloads, the scaling of the Ascend 910C positions Huawei to capture the massive demand for localized infrastructure. For investors, this highlights a dual-supply chain reality where Nvidia retains the high-end compute crown while domestic players dominate the volume-heavy deployment market across China’s expanding AI ecosystem.
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