--- title: "FACTBOX -How China's AI chips stack up against Nvidia's H200" description: "China's AI chips, including Huawei's Ascend 910C, lag behind Nvidia's H200 in computing power and memory bandwidth. While some Chinese chips outperform Nvidia's H20, Nvidia's dominance is due to its C" type: "news" locale: "en" url: "https://longbridge.com/en/news/269087845.md" published_at: "2025-12-09T12:49:31.000Z" --- # FACTBOX -How China's AI chips stack up against Nvidia's H200 > China's AI chips, including Huawei's Ascend 910C, lag behind Nvidia's H200 in computing power and memory bandwidth. While some Chinese chips outperform Nvidia's H20, Nvidia's dominance is due to its CUDA software platform. Huawei plans to launch new chips by 2028, with the Ascend 960 matching H200's computing power but offering higher interconnect bandwidth. Nvidia's latest Blackwell chips significantly outperform the H200, enhancing AI model performance. BEIJING, Dec 9 (Reuters) - U.S. President Donald Trump said the United States would allow Nvidia’s H200 processors to be exported to China, though it remains unclear whether Beijing will give the green light to Chinese companies to purchase them. China now has a number of AI chipmakers, as the country looks to wean itself off reliance on foreign technology. Here is how Chinese rivals compare with Nvidia’s H200. ### DO CHINESE CHIPS MATCH THE H200’S POWER? No. The most advanced chip from Chinese suppliers is Huawei’s Ascend 910C, which lags significantly behind the H200 in computing power and memory bandwidth, according to a recent report from the Institute for Progress. The 910C delivers total processing performance (TPP) of 12,032, compared with the H200’s 15,840, and has memory bandwidth of 3.2 terabytes per second versus the H200’s 4.8 TB/s. Other domestic players offer less competitive products. Cambricon’s (688256.SS) top chip, the Siyuan 590, and Hygon’s BW1000 both trail Huawei’s 910C in performance. ARE THERE ANY CHINESE CHIPS THAT CAN MATCH NVIDIA’s H20? Chinese chips can match Nvidia’s H20, a downgraded processor Nvidia designed for the Chinese market but stopped shipping earlier this year after Washington banned it. Huawei’s 910B delivers total processing performance of 5,120, surpassing the H20’s 2,368, according to a July Bernstein report. Cambricon’s Siyuan 590, with TPP of 4,493, also outperforms the H20. ### WHY IS IT HARD FOR CHINESE FIRMS TO DISPLACE NVIDIA? Nvidia’s dominance stems from its CUDA software platform, which developers have long relied on to build AI models. Switching to domestic chips would require developers to rewrite code and retrain on new platforms, a costly and time-consuming process. Despite domestic chips outperforming the H20 in raw computing power, Chinese internet companies still prefer Nvidia’s offering due to the lack of a mature domestic alternative to CUDA. ### WHAT IS IN HUAWEI’S PIPELINE? Huawei unveiled its AI chip roadmap in September, announcing three new products over the next three years. The Ascend 950PR will launch in the first quarter of 2026, followed by a higher-memory variant, the 950DT, in the fourth quarter of 2026. The Ascend 960 is slated for the fourth quarter of 2027 and the Ascend 970 for the fourth quarter of 2028. The 960’s computing power roughly matches the H200, according to a September Bernstein report. However, it features significantly higher interconnect bandwidth at 2,200 gigabytes per second compared with the H200’s 900 GB/s. Higher interconnect bandwidth enables faster communication between chips in multi-chip systems, which is critical for training large AI models. This suggests Huawei is prioritizing networking speed over raw computing power. ### HOW DOES NVIDIA’S H200 COMPARE WITH ITS LATEST CHIPS? The H200 is an older generation of Nvidia’s AI chips, built on its Hopper architecture launched in 2022, which preceded the latest Blackwell architecture revealed last year. Nvidia’s latest AI server, which packs 72 Blackwell chips into a single computer, improves the performance of some AI models by 10 times, compared with H200 servers, according to data published by the company earlier this month. According to a report released on Sunday by the non-partisan think tank, the Institute for Progress (IFP), the Blackwell chip now in use by U.S. AI firms is about 1.5 times faster than H200 chips for training AI systems and five times faster for inferencing work, where AI models are put to use. However, the H200 would be almost six times as powerful as the H20, the most advanced AI semiconductor that can legally be exported to China, according to IFP’s report. ### Related Stocks - [NVDA.US - NVIDIA](https://longbridge.com/en/quote/NVDA.US.md) - [NVDL.US - GraniteShares 2x Long NVDA Daily ETF](https://longbridge.com/en/quote/NVDL.US.md) - [07788.HK - XL2CSOPNVDA](https://longbridge.com/en/quote/07788.HK.md) - [07388.HK - XI2CSOPNVDA](https://longbridge.com/en/quote/07388.HK.md) - [NVDY.US - YieldMax NVDA Option Income Strategy ETF](https://longbridge.com/en/quote/NVDY.US.md) - [NVDD.US - Direxion Daily NVDA Bear 1X ETF](https://longbridge.com/en/quote/NVDD.US.md) - [NVDX.US - T-Rex 2X Long NVIDIA Daily Target ETF](https://longbridge.com/en/quote/NVDX.US.md) - [NVDQ.US - T-Rex 2X Inverse NVIDIA Daily Target ETF](https://longbridge.com/en/quote/NVDQ.US.md) - [SOXL.US - Direxion Semicon Bull 3X](https://longbridge.com/en/quote/SOXL.US.md) ## Related News & Research | Title | Description | URL | |-------|-------------|-----| | 索羅斯逆市加碼微軟及 Nvidia 等科企 新買入黃金股 清倉 4 隻股份 | 索羅斯基金管理公司在 2022 年第四季度加大對微軟、英偉達和蘋果等大型科技股的投資，同時增持黃金股以對衝風險。基金還增持了 Atlassian、Salesforce 和 Uber 等軟體公司股票，但大幅減持了 Snowflake 和 Ci | [Link](https://longbridge.com/en/news/275990619.md) | | 英偉達被撬牆角：OpenAI 首次發佈 Cerebras 芯片支持模型 | OpenAI 週四發佈的 GPT-5.3-Codex-Spark 專為實時編碼設計，是 OpenAI 最新代碼自動化軟件 Codex 的精簡版，也是 OpenAI 上月與 Cerebras 簽署超 100 億美元協議後的首個成果。OpenA | [Link](https://longbridge.com/en/news/275817804.md) | | 字節跳動自研 AI 晶片，三星談代工今年目標 10 萬顆 | 字節跳動正在研發自有 AI 晶片，並與三星電子洽談代工，以確保處理器供應穩定。由於美國出口管制，字節跳動啟動了代號為「SeedChip」的晶片計劃，旨在保障 AI 算力供應。預計在今年 3 月底前取得首枚樣品，並計劃今年生產至少 10 萬枚 | [Link](https://longbridge.com/en/news/275713889.md) | | 預測：這隻 AI 股票將在 2 月 25 日之後大幅上漲。以下是原因 | Nvidia (NVDA) 的股票在過去三個月中因地緣政治緊張局勢和對人工智能支出擔憂而下跌了 2%。然而，該公司預計將在 2 月 25 日公佈強勁的 2024 財年第四季度業績，預計收入將增長 67% 達到 655 億美元，盈利將增長 7 | [Link](https://longbridge.com/en/news/275701772.md) | | Lutnick 表示，美國不會阻礙本國公司獲取 Nvidia 芯片 | 華盛頓，2 月 10 日（路透社）- 商務部長霍華德·盧特尼克週二表示，特朗普政府不會妨礙美國公司獲取英偉達設計的先進人工智能芯片。“我們同意美國公司對這些芯片的需求非常龐大，我們不想做任何阻礙他們的事情，” 盧特尼克在參議院聽證會上説道 | [Link](https://longbridge.com/en/news/275484304.md) | --- > **Disclaimer**: This article is for reference only and does not constitute any investment advice.