When contemplating the shift, several business advantages may drive a final decision. Relying on one major vendor (namely, Nvidia) can incur risks: pricing leverage, export controls, supply shortages, or a single point of failure in innovation. Adopting or migrating to Huawei has the potential to provide negotiation leverage, avoid vendor lock-in, and offer access to alternate supply chains. That’s especially relevant in areas where Nvidia faces export restrictions.
If an organisation operates in a region where Huawei’s ecosystem is stronger (e.g., China, parts of Asia) or where domestic incentives favour local hardware, shifting to Huawei could align with corporate strategy. For instance, ByteDance has begun training a new model primarily on Huawei’s Ascend 910B chips with notable success.
Huawei’s technology focuses on inference and large-scale deployments, and thus may be better suited to long-term use, rather than occasional use of large infrastructures for training, followed by less intensive inference. If an organisation’s workloads are inference-heavy, a Huawei stack may offer advantages in cost and power. Moving Huawei’s internal clusters (e.g., CloudMatrix) have shown competitive results in select benchmarks.
