Huawei hoped to wean off China from NVIDIA's dominance via its Ascend 910C GPUs, but continues to encounter substantial inertia in this endeavor, courtesy of NVIDIA's ecosystem lock-ins via the CUDA software and Huawei's own shortcomings. To wit, the Information is now reporting that China's tech titans, including TikTok's parent ByteDance, Alibaba, and Tencent, have yet to order Huawei's AI chips in large quantities. Several factors have coalesced to create a sizable inertia around Huawei's 910C GPUs, which are currently being directed towards China's large State-Owned Entities (SOEs) and local governments in the absence of a tech-driven order book momentum. […]
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