Nvidia was falling on Monday as it prepares for a new challenge in the artificial-intelligence chip sector from China’s Huawei Technologies. Nvidia shares were down 1.4% at $109.49 in premarket trading. The stock rose 4.3% in Friday’s session.
Huawei has approached some Chinese tech companies about testing a new chip, called the Ascend 910D, which it hopes will be more powerful than Nvidia’s H100, The Wall Street Journal reported, citing people familiar with the matter. Nvidia’s H100 was released in 2022 and has since been superseded by later generations of its Hopper chips and its new Blackwell AI semiconductors.
However, Nvidia is prohibited from selling its most powerful AI chips to Chinese companies and Huawei is already poised to ship more than 800,000 of its Ascend 910B and 910C chips to customers including state-owned telecommunications carriers and private AI developers such as TikTok parent ByteDance, according to the Wall Street Journal.
Nvidia’s market in China was already set to shrink after the Trump administration said it would impose license requirements on future sales of its H20 AI accelerators, which were specifically designed to meet U.S. sanctions on Chinese AI exports. In fiscal 2025, 13% of Nvidia’s sales were from billing addresses in China, down from 26% in fiscal 2022.
More on Nvidia’s challenges as Huawei grows on Barron’s
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