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Ali Azhar@AIwire
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Nvidia CEO Jensen Huang has expressed concerns about the growing competition from Huawei in the AI chip market, a notable admission highlighting the shifting dynamics within the global tech landscape. Geopolitical tensions and tightening U.S. export controls are reshaping technology supply chains, creating both challenges and opportunities for companies worldwide. Huang has previously called for the Trump administration to relax AI GPU export restrictions to support U.S. industry; however, the administration is considering stricter controls as leverage in trade negotiations.
Huawei is actively developing its Ascend series to challenge Nvidia's dominance. The new Huawei Ascend 910D AI processor is designed to compete directly with Nvidia's Blackwell and Rubin GPUs. Huawei plans to begin testing the Ascend 910D processor, aiming for it to surpass the performance of Nvidia's H100. To achieve H100 performance levels, Huawei will have to redesign the internal architecture of the Ascend 910D and possibly increase the number of compute chiplets. The company has approached local Chinese firms to evaluate the chip's performance, with initial samples expected by late May 2025.
In response to the evolving AI landscape, Nvidia is also focusing on strengthening its cloud infrastructure. NVIDIA Blackwell GPUs are now being deployed on NVIDIA DGX Cloud and Oracle Cloud Infrastructure (OCI) to develop and run reasoning models and AI agents. Oracle Cloud Infrastructure is deploying NVIDIA Blackwell GPUs on NVIDIA DGX Cloud and Oracle Cloud Infrastructure (OCI) to develop and run reasoning models and AI agents. This move is intended to solidify Nvidia's position and provide its customers with advanced AI capabilities through cloud-based solutions.
ImgSrc: www.aiwire.net
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Huawei is actively developing its Ascend series to challenge Nvidia's dominance. The new Huawei Ascend 910D AI processor is designed to compete directly with Nvidia's Blackwell and Rubin GPUs. Huawei plans to begin testing the Ascend 910D processor, aiming for it to surpass the performance of Nvidia's H100. To achieve H100 performance levels, Huawei will have to redesign the internal architecture of the Ascend 910D and possibly increase the number of compute chiplets. The company has approached local Chinese firms to evaluate the chip's performance, with initial samples expected by late May 2025.
In response to the evolving AI landscape, Nvidia is also focusing on strengthening its cloud infrastructure. NVIDIA Blackwell GPUs are now being deployed on NVIDIA DGX Cloud and Oracle Cloud Infrastructure (OCI) to develop and run reasoning models and AI agents. Oracle Cloud Infrastructure is deploying NVIDIA Blackwell GPUs on NVIDIA DGX Cloud and Oracle Cloud Infrastructure (OCI) to develop and run reasoning models and AI agents. This move is intended to solidify Nvidia's position and provide its customers with advanced AI capabilities through cloud-based solutions.
ImgSrc: www.aiwire.net
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References :
- R. Scott Raynovich: Nvidia CEO Jensen Huang made a remarkable admission this week: He’s fearful of Huawei.
- AIwire: As geopolitical tensions reshape technology supply chains and U.S. export controls tighten, new challenges and opportunities arise that are transforming the global tech landscape.
- thetechbasic.com: Huawei’s New AI Chip Challenges Nvidia Amid US Sanctions
- www.tomshardware.com: Huawei Ascend AI 910D processor designed to take on Nvidia's Blackwell and Rubin GPUs