With US trade restrictions Huawei is looking to supplant NVIDIA as the go-to chipmaker for AI in China, and is already sending its latest to tech giants.

Huawei’s earlier offering, the Ascend 910B chip, is already quite popular with Chinese firms and has been adopted by many of them.

The H20, Nvidia’s fastest GPU it can legally sell in China, is projected to sell around a million units worth a dozen billion dollars according to the report. It’s substantially more than the 70,000 Ascend 910C chips worth roughly $2 billion dollars altogether, according to the August report.