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Nvidia CEO Jensen Huang has expressed concern about the rising competition from Huawei in the artificial intelligence hardware sector. Huang admitted that he is fearful of Huawei, acknowledging the company's significant progress in computing, networking technology, and software capabilities, all essential for advancing AI. He noted that China is not far behind the U.S. in AI capabilities, almost on par, particularly in AI hardware development. Huang's comments came during the Hill and Valley Forum, where business leaders and lawmakers discussed technology and national security.
China's advancements in AI hardware are driven by numerous companies, with Huawei leading the pack. Huawei's AI strategy encompasses everything from its Ascend 900-series AI accelerators to servers and rack-scale solutions for cloud data centers. The company recently unveiled CloudMatrix 384, a system packing 384 dual-chiplet HiSilicon Ascend 910C processors interconnected using a fully optical mesh network. Huawei has already sold over ten CloudMatrix 384 systems to Chinese customers, indicating a growing interest in domestic alternatives to Nvidia hardware.
The CloudMatrix 384 system spans 16 racks and achieves roughly 300 PFLOPs of dense BF16 compute, nearly double Nvidia's GB200 NVL72. While it offers superior memory bandwidth and HBM capacity, it consumes more power per FLOP. Despite these differences, Huang recognized Huawei as one of the most formidable technology companies in the world, highlighting their incredible progress in recent years and the potential threat they pose to Nvidia's dominance in the AI hardware market.
ImgSrc: cdn.mos.cms.fut
References :
China's advancements in AI hardware are driven by numerous companies, with Huawei leading the pack. Huawei's AI strategy encompasses everything from its Ascend 900-series AI accelerators to servers and rack-scale solutions for cloud data centers. The company recently unveiled CloudMatrix 384, a system packing 384 dual-chiplet HiSilicon Ascend 910C processors interconnected using a fully optical mesh network. Huawei has already sold over ten CloudMatrix 384 systems to Chinese customers, indicating a growing interest in domestic alternatives to Nvidia hardware.
The CloudMatrix 384 system spans 16 racks and achieves roughly 300 PFLOPs of dense BF16 compute, nearly double Nvidia's GB200 NVL72. While it offers superior memory bandwidth and HBM capacity, it consumes more power per FLOP. Despite these differences, Huang recognized Huawei as one of the most formidable technology companies in the world, highlighting their incredible progress in recent years and the potential threat they pose to Nvidia's dominance in the AI hardware market.
ImgSrc: cdn.mos.cms.fut
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References :
- R. Scott Raynovich: Nvidia CEO Jensen Huang made a remarkable admission this week: He’s fearful of Huawei.
- www.tomshardware.com: Jensen Huang states that China is nearly on par with the U.S. in AI hardware development, as Huawei begins shipping its CloudMatrix 384 systems.
Classification:
- HashTags: #NVIDIA #Huawei #AIHardware
- Company: NVIDIA
- Target: Competitors
- Product: AI Hardware
- Feature: AI Hardware Development
- Type: AI
- Severity: Informative