Huawei is putting all the meat on the grill to absorb so much share in the Chinese GPU market for artificial intelligence (AI) as I can. And it is that the entry into force of the last US sanctions package is compromising with all probability Nvidia leadership in China. The US Department of Commerce It has imposed restrictions to the export to the country led by Xi Jinping of The H20 GPUand this in practice means that this chip presumably will not reach the Chinese clients of Nvidia.
This last company has announced that this ban will cause a hole in its accounts of 5,500 million dollars Due to the commitments linked to the H20 GPU that had already acquired the reserves of this chip that it will not finally satisfy. Some of the Chinese companies that have bought large amounts from the H20 chip to NVIDIA and who presumably planned to continue doing them are Tencent, Alibaba or Bytedance, but at the current situation they will have to resort to an alternative. And Huawei has put it on a tray.
The GPU Ascend 910D aspires to snatch the leadership in performance from Nvidia
Huawei reacted immediately to US sanctions. And is that just a few hours after the entry into force of the new regulation of the Department of Commerce He presented his chip for the ascend 920a solution that is clearly destined to occupy in the Chinese market the gaps that the NVIDIA H20 GPU is going to leave. This proposal will enter large -scale production during the second half of 2025 using 6 NM integration technology that have presumably developed elbow with Huawei elbow and SMIC.
Until now Huawei wanted to get his hardware to dominate the inference processes in AI
However, this is not the only asset that Huawei has to increase its market share both in China and beyond its country of origin. And is that, According to Reutersthis company is preparing to start the testing and validation phase of a new GPU for AI: The Ascend 910D chip. Unlike the GPU Ascend 920 that, as we have seen, presumably aspires to compete with the NVIDIA H20 chip, the GPU Ascend 910D seeks to overcome the performance of the chip NVIDIA H100.
If this movement is confirmed, already priori this information is reliable, it will be evident that Huawei will have chosen to fight in all hardware market segments for the nvidia. Until now this Chinese company wanted to get its hardware dominate the inference processes in AIand not the training of the models, as Georgios Zacharopoulos, a senior researcher of AI who works on the acceleration of inference in the Huawei laboratory in Zurich (Switzerland) points out in this statement.
“The training is important, but it only happens a few times. Huawei focuses mainly on inference, which will ultimately give us access to more customers,” says Zacharopoulos. Inference is broadly the computational process carried out by language models with the purpose of Generate the answers which correspond to the requests they receive. In any case, the information we have reflects that the GPU Ascend 910D will allow Huawei to compete with the chips for the most advanced NVIDIA both in inference and in training.
Image | Huawei
More information | Reuters
In Xataka | In a low voice, China has begun to remove some tariffs from US products. Your concern: the chips
GIPHY App Key not set. Please check settings