[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]  Ray Wang [@rwang07](/creator/twitter/rwang07) on x 14K followers Created: 2025-06-06 11:57:51 UTC Two Key Issues Undercut Huawei Ascend 910C's Advancement to Break Nvidia's Dominance Major Chinese tech firms—including ByteDance, Alibaba, and Tencent—have not committed to large-scale purchases of Huawei's AI chips, according to The Information via Wccftech. Current adoption of the Ascend 910C remains largely confined to state-owned enterprises and municipal agencies, highlighting its limited penetration into the broader commercial tech sector. A major obstacle for Huawei is the deep-rooted reliance on Nvidia's CUDA ecosystem, which many Chinese tech giants have heavily invested in over the years. Transitioning away from this infrastructure would be both costly and complex. Huawei's competing CANN framework lacks the mature customization and developer tools offered by CUDA, making the transition even less appealing. Further complicating adoption, Huawei's position as a competitor to many of China's leading tech firms has made them hesitant to adopt its chip solutions. Concerns over the Ascend 910C's reliability, particularly recurring thermal issues, have reinforced industry skepticism about the chip's readiness for enterprise-scale workloads. Adding to the challenge, Chinese firms have stockpiled large quantities of Nvidia GPUs in recent years. With ample inventory still available, companies face little urgency to transition to a new and relatively untested chip, especially one with a high switching cost. XXXXX engagements  **Related Topics** [agencies](/topic/agencies) [adoption](/topic/adoption) [chips](/topic/chips) [coins ai](/topic/coins-ai) [$9988hk](/topic/$9988hk) [alibaba](/topic/alibaba) [bytedance](/topic/bytedance) [dominance](/topic/dominance) [Post Link](https://x.com/rwang07/status/1930957302544154767)
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Ray Wang @rwang07 on x 14K followers
Created: 2025-06-06 11:57:51 UTC
Two Key Issues Undercut Huawei Ascend 910C's Advancement to Break Nvidia's Dominance
Major Chinese tech firms—including ByteDance, Alibaba, and Tencent—have not committed to large-scale purchases of Huawei's AI chips, according to The Information via Wccftech. Current adoption of the Ascend 910C remains largely confined to state-owned enterprises and municipal agencies, highlighting its limited penetration into the broader commercial tech sector.
A major obstacle for Huawei is the deep-rooted reliance on Nvidia's CUDA ecosystem, which many Chinese tech giants have heavily invested in over the years. Transitioning away from this infrastructure would be both costly and complex. Huawei's competing CANN framework lacks the mature customization and developer tools offered by CUDA, making the transition even less appealing.
Further complicating adoption, Huawei's position as a competitor to many of China's leading tech firms has made them hesitant to adopt its chip solutions. Concerns over the Ascend 910C's reliability, particularly recurring thermal issues, have reinforced industry skepticism about the chip's readiness for enterprise-scale workloads.
Adding to the challenge, Chinese firms have stockpiled large quantities of Nvidia GPUs in recent years. With ample inventory still available, companies face little urgency to transition to a new and relatively untested chip, especially one with a high switching cost.
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