AI Hardware Breakthroughs

Prologue: The Reversal that Shook the Valley December 2025. A quiet but tectonic shift occurred in Washington D.C. that few outside the industry noticed: The U.S. government authorized the export of Nvidia H200  accelerators to China, despite years of escalating bans. The reason? The Ascend 910C. The rapid development of Huawei’s latest AI chip—and specifically its massive CloudMatrix 384  system—created a paradox for U.S. policy. If American chips were banned, Chinese compan