Huawei Technologies unveiled its AI computing system called the CloudMatrix 384

Huawei Technologies unveiled its AI computing system called the CloudMatrix 384, which industry experts regard as a direct rival to Nvidia’s most advanced AI product, the GB200 NVL72. The CloudMatrix 384 was publicly revealed at the World Artificial Intelligence Conference (WAIC) held in Shanghai. This system incorporates 384 of Huawei’s latest 910C chips, compared to Nvidia’s system which uses 72 B200 chips. According to semiconductor research group SemiAnalysis, Huawei’s system outperforms Nvidia’s on some metrics, thanks largely to Huawei’s system design innovations that compensate for weaker individual chip performance by utilizing a larger number of chips and a “supernode” architecture enabling super-high-speed interconnections among the chips. Huawei’s CloudMatrix 384 is also operational on Huawei’s cloud platform as of June 2025.

Industry analysts and experts, including Dylan Patel, founder of SemiAnalysis, have noted that Huawei now possesses AI system capabilities that could surpass Nvidia’s top system. Despite U.S. export restrictions, Huawei is viewed as China’s most promising domestic supplier of chips crucial for AI development. Nvidia’s CEO Jensen Huang acknowledged in May 2025 that Huawei has been advancing quickly and cited the CloudMatrix system as an example.

Huawei’s CloudMatrix 384 system is widely recognized as a substantial competitor to Nvidia’s leading AI computing product, especially within China’s AI market.