Major shifts are underway in the Asian artificial intelligence landscape. Huawei Technologies is gearing up to start mass deliveries of its advanced 910C AI chip to Chinese companies next month, according to well-informed sources. Some initial shipments have already been completed, signaling a potentially game-changing moment for the specialized semiconductor sector.

Recent developments in the artificial intelligence market are radically reshaping the technology landscape. Reports indicate that industry giants such as Tencent $0700.HK, Alibaba $9988.HK, and ByteDance have significantly increased their orders for the H20 chip from Nvidia $NVDA, which has been specially designed for the Chinese market. This news not only underscores Nvidia’s dominant position globally but also highlights the confidence Chinese companies have in proven technological innovations despite growing competition from platforms like DeepSeek.