Huawei's Ascend 910C sold out in China, but Nvidia's H200 supply gap persists

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Huawei's Ascend 910C sold out in China, but Nvidia's H200 supply gap persists

Huawei's Ascend 910C is already sold out in China, but domestic chips still cannot fully replace Nvidia's H200s. The shortage matters beyond China because AI compute constraints, pricing, and supply chain shifts are reshaping how quickly companies worldwide can deploy advanced inference systems.

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