News from the AI & ML world

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Huawei is emerging as a significant competitor to NVIDIA in the artificial intelligence hardware arena. The Chinese tech giant recently showcased its CloudMatrix 384 supercomputer at the Huawei Cloud Ecosystem Conference 2025, boasting superior performance metrics compared to NVIDIA's offerings. According to Huawei's CEO of Cloud Computing, Zhang Ping’an, the CloudMatrix 384 stands out for its "high density," "high speed," and "high efficiency," leading in computing power, interconnect bandwidth, and memory bandwidth. This development signals a notable shift in the AI chip sector, especially given the limitations US restrictions place on NVIDIA's exports to China.

The CloudMatrix 384 leverages the upcoming Ascend 910C chips, built on a 7nm process node. According to sources on Twitter, the supercomputer is better than the NVIDIA GB300 NVL72 on all metrics. This technological advancement could have a significant impact on the future of AI development and deployment across various industries. The rivalry between Huawei and NVIDIA is expected to intensify, reshaping the competitive landscape of the AI hardware market.

Simultaneously, cybersecurity concerns are being raised by the Canadian Centre for Cyber Security regarding Chinese state-sponsored actors targeting network edge routers. The agency has observed increasing activity, including that associated with SALT TYPHOON, aimed at compromising these devices across critical infrastructure sectors. Threat actors exploit vulnerabilities in security and network edge routing devices to enter a network, monitor, modify, and exfiltrate network traffic, or potentially move deeper into victim networks. The Cyber Centre urges organizations to bolster awareness and leverage guidance to protect their networks, including applying patches and adhering to manufacturer's security guidance.
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References :
  • www.cyber.gc.ca: People’s Republic of China activity targeting network edge routers: Observations and mitigation strategies - Canadian Centre for Cyber Security
  • www.pcguide.com: Nvidia finally has some AI competition as Huawei shows off data center supercomputer that is better "on all metrics"
  • www.networkworld.com: Huawei set to ship 910C AI chips at scale, signaling shift in global AI supply chain
  • Verdict: Huawei prepares to ship 910C AI chip as China looks beyond Nvidia – report
  • gradientflow.com: Navigating Huawei’s AI Hardware: Bright Spots, Backdrop, Barriers
  • www.verdict.co.uk: Huawei prepares to ship 910C AI chip as China looks beyond Nvidia – report
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