Huawei is replacing Nvidia in China.
Following the $NVDA ban, Huawei has begun delivering its CloudMatrix 384 AI clusters, equipped with 384 Ascend chips.
The system costs around $8.2M and, according to Huawei, outperforms Nvidia’s $3M NVL72 in both power and memory.
Despite the price gap, Chinese tech giants are rapidly shifting to domestic solutions.