Nvidia survival in China is being complicated day by day. As we have explained During the last two weeks, the administration of the cyberspace of China, known as CAC for its denomination in English (Cyberspace Administration of China), is thoroughly investigating The H20 GPU of Nvidia. This institution is the main Internet regulatory body in China and is responsible for the censorship and control of the contents published in the Network, the supervision of technology companies and compliance with the Data Security Law and the Personal Information Protection Law.
The problem that Nvidia faces is that The CAC has decided to investigate it Because he suspects that the H20 chip could incorporate a rear door of difficult location by Chinese experts. If so, the possibility of China to use this GPU could be possible. While the final resolution of the CAC arrives, voices are being raised in this Asian country that urge Chinese clients in Nvidia to stop buying the H20 GPU due to the risks that presumably leads to its use for the Chinese state. And it is not any voices.
Just a few hours ago a media linked to the Central Chinese state chain Television has loaded against Nvidia: “When a chip is not ecological, or advanced, or sure as consumers we have the option of not buying it.” David reber Jr., Nvidia Security Director, published last week An article in the blog of this company entitled “There are no rear doors in the Nvidia chips. There are no deactivation switches. There are no spy software” in an obvious attempt to defend the company’s reputation and appease the growing distrust that faces in China.
All against Nvidia
The Chinese government He is urging Chinese companies that are dedicated to the development of large models of AI to use in their servers integrated circuits of Chinese origin. And his campaign already begins to bear fruit. The Stepfun company, which belongs to Tencent Holdings; Infinigence ai; Siliconflow, from Huawei; Metax; Biren Technology; Focus me; Iluvatar Corex; Cambricon Technologies and Moore Threads, which are some of the strongest Chinese companies in the development of chips for AI, They have constituted an alliance who seeks to stop Nvidia.
The alliance for innovation in the model-chips ecosystem seeks to stop Nvidia in China
The alliance for innovation in the model-chips ecosystem, which is what this organization is called, represents an important step in this direction. Nvidia has in its favor the mass implementation of CUDA (Compute Unified Device Architecture) in the AI projects that are underway, but The panorama is already starting to change. This technology brings together the compiler and development profits used by programmers to develop their software for NVIDIA GPUs, and replace it with another option in the projects that are already underway it is a problem.
Huawei, who aspires to an important portion From this market in China, it has Cann (Compute Architecture for Neural Networks), which is its alternative to CUDA. However, this is not the only asset in the country governed by Xi Jinping. Moore Threads It is one of the Chinese companies that are dedicated to the production of hardware for which companies aligned with the interests of the US and its allies cannot sell software or advanced equipment. Although it is very young (it was founded in 2020) it has something very important in its favor: its founder is Zhang Jianzhong, former general manager of the Nvidia subsidiary in China.
Moore Threads has developed several GPU for AI applications that, on paper, rival some of the advanced solutions that have placed in the Nvidia, AMD or Huawei market. However, this company has something else: a software package with which it pursues Finally break the domain of CUDA. Muse calls itit is compatible with its range of MTT cards and incorporates a compiler, execution libraries, specialized libraries and code purification tools. However, this is not all. On paper its most attractive capacity for China is that it allows to reuse the code written in CUDA.
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More information | Reuters | CNBC
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