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Huawei’s chip to replace NVIDIA’s chip in China

ALSO: ChatGPT search feature is surging in Europe

In Today’s Issue:

  • Huawei’s chip to replace NVIDIA’s chip in China

  • ChatGPT search feature is surging in Europe

Read time: 2 minutes

Huawei’s chip to replace NVIDIA’s chip in China

Huawei is gearing up to ship its new 910C AI chip to Chinese customers as early as May — a timely development as U.S. restrictions tighten around Nvidia’s H20 GPU.

Although not a technical breakthrough, the 910C’s improvements — including higher memory capacity and broader AI workload support — arrive just as Chinese developers scramble for alternatives to U.S.-made hardware. The U.S. recently moved to block H20 sales without a license, escalating trade tensions and opening a market gap.

The chip is expected to become a go-to option for inference and training workloads across China’s AI sector, especially as domestic firms like Moore Threads and Iluvatar CoreX seek to challenge Nvidia’s dominance. According to consulting firm Albright Stonebridge Group, Huawei’s 910C may now become “the hardware of choice” for local model deployment.

Notably, parts of the 910C’s silicon are reportedly made using SMIC’s 7nm N+2 process, though yield issues persist. Some semiconductors may also be tied to TSMC via Chinese firm Sophgo — a connection now under scrutiny by the U.S. Commerce Department.

Huawei

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ChatGPT search feature is surging in Europe

ChatGPT Search — OpenAI’s real-time web-enabled feature — has quietly exploded in popularity across Europe, averaging 41.3 million monthly active users over the last six months, according to a new EU compliance report.

At its current growth rate, ChatGPT Search could soon surpass the 45-million-user threshold that triggers heightened regulatory obligations — including algorithmic transparency, data-sharing with researchers, opt-outs from personalization, and third-party audits.

Failure to comply could result in fines of up to 6% of global revenue or, in extreme cases, EU-wide service suspensions.

Despite its surge, ChatGPT Search still lags far behind Google. The latter remains the dominant search tool globally — serving hundreds of times more queries. And while ChatGPT’s appeal lies in its conversational style, researchers warn of its reliability issues: one study found it misidentified 67% of articles in a test.

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