News from the AI & ML world
DeeperML - #huawei
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ashilov@gmail.com (Anton@tomshardware.com
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References:
R. Scott Raynovich
, www.tomshardware.com
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. Recommended read:
References :
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. Recommended read:
References :
Harsh Sharma@TechDator
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Huawei is intensifying its challenge to Nvidia in the Chinese AI market by preparing to ship its Ascend 910C AI chips in large volumes. This move comes at a crucial time as Chinese tech firms are actively seeking domestic alternatives to Nvidia's H20 chip, which is now subject to U.S. export restrictions. The Ascend 910C aims to bolster China's tech independence, providing a homegrown solution amidst limited access to foreign chips. The chip combines two 910B processors into one package, utilizing advanced integration to rival the performance of Nvidia’s H100.
Huawei's strategy involves a multi-pronged approach. Late last year, the company sent Ascend 910C samples to Chinese tech firms and began taking early orders. Deliveries have already started, signaling Huawei's readiness to scale up production. While the 910C may not surpass Nvidia's newer B200, it is designed to meet the needs of Chinese developers who are restricted from accessing foreign options. The production of the Ascend 910C involves a complex supply chain, with parts crafted by China's Semiconductor Manufacturing International Corporation (SMIC) using its N+2 7nm process. Despite the challenges from Huawei, Nvidia remains committed to the Chinese market. Nvidia is reportedly collaborating with DeepSeek, a local AI leader, to develop chips within China using domestic factories and materials. This plan includes establishing research teams in China and utilizing SMIC, along with local memory makers and packaging partners, to produce China-specific chips. CEO Jensen Huang has affirmed that Nvidia will continue to make significant efforts to optimize its products to comply with regulations and serve Chinese companies, even amidst ongoing trade tensions and tariffs. Recommended read:
References :
@www.pcguide.com
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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. Recommended read:
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