If DeepSeek is not enough, Huawei’s next AI chips can confuse competition from NVIDIA, so it seems that large -scale AI hardware breakthroughs from China can be seen.
Huawei’s next AI chip is said to debut with NVIDIA’s GTC keynote speech. China is now ready to compete at the hardware level
The AI race is running, and recently, I have seen that the balance is leaning greatly on China, especially after the DeepSeek’s R1 AI model. Despite the challenging and sanctions of the United States, China has made an amazing progress in the industry, not only introducing in -house models comparable to O1 of Openai, but also new methods and techniques. In addition, China’s AI segments are currently focusing on improving hardware calculation functions, and Huawei’s ASCEND 910C may start kicking at this time.
We recently reported how DeepSeek used Huawei chips to infer a workload. Currently, China’s media information sources argue that Huawei’s future ASCEND 910C AI chips provide competitive performance compared to NVIDIA’s H100. The 910C has reached 60 % of the team green flagship hopper AI accelerator, which has a good output of inference tasks. Companies like DeepSeek are claimed that there are some advantages in using computing portfolios around Huawei chips. That is the next explanation.
Huawei’s ASCEND 910C is claimed that it is a complete “in -house” product that is said to be adopting a SMIC 7NM process along with 53 billion transistors. In addition, Huawei can provide DeepSeek’s AI model support from the first day, and supports mutual compatibility with computing stacks like NVIDIA CUDA, making it easier for developers to work. 。 However, if you want to abandon the CUDA ecosystem rule, Huawei is not all important because Huawei needs to establish an appropriate software stack.
Interestingly, it is claimed (through) @jukanlosreve) Huawei’s ASCEND 910C may be announced along with NVIDIA’s GTC 2025 keynote speech. It is said that this is a Chinese response to the growing computational ability of NVIDIA, and if Huawei is nailed, it may cause a negative retail reaction.
In our sales statement, NVIDIA seems to have witnessed a much more important impact when the revenue is narrowed down. We have recently discussed how the United States is eager to patch into a trade loophole in a country like Singapore. This accounts for 20 % of NVIDIA’s revenue. In addition, the Trump administration further regulates the sales of AI chips of AI chips of Team Green, which affects NVIDIA’s quarterly income, and ultimately create a cascade effect on the stock market seen a few days ago. I am considering it.
It is a statement that China has evolved very much, and the nation has not lost its domestic industries. Rather, they promoted internal innovation. This is found in the form of DeepSeek and Huawei.
