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This Nvidia Challenger Just Issued a Big AI Warning in China. What Should You Do With NVDA Stock Here?

Bloomberg reported on Monday that Huawei plans to produce around 600,000 of its flagship 910C Ascend chips next year, nearly twice the output expected this year. Including other models in the series, total output could reach 1.6 million chips. If Huawei achieves those targets, it would mark a technical breakthrough for a company considered China’s best hope of reducing reliance on foreign chips. The 2025 and 2026 projections include Huawei’s existing inventory of dies, along with internal estimates of produ ...