Huawei already has his best strategy to end Nvidia’s domain in China

In early 2025 NVIDIA had a fee in the Chinese chip market for artificial intelligence (AI) of nothing less than 95%. However, during the last weeks has dropped to 50%. This abrupt decrease is largely due to the export restrictions of chips for the The US government has imposedalthough it is also caused by the development of competition within China. Despite this unfavorable Nvidia scenario, it has something very important in its favor: CUDA (Compute Unified Device Architecture).

Most of the AI projects that are currently being developed are implemented on CUDA. This technology brings together the compiler and development tools 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, but for the moment CUDA dominates the market.

Huawei is going to position Cann as an open source tool kit

This declaration of Li Guojie, a computer scientist from the Chinese Academy of Sciences that is considered an authority in China, Express clearly The important thing that are the tools that I have just mentioned in the ECOsystem of AI models: “China must develop an alternative system to achieve self -sufficiency in AI (…) Deepseek has had an impact on the CUDA ecosystem, but it has not overcome it completely because barriers persist. In the long term we need to establish a set of software tool systems for the controllables that exceed CUDA.”

This is undoubtedly one of the great challenges that China faces in this area, and probably its best option is Cann. During the last five months Huawei has launched two GPU for Ia Very competitive and is about to take a very important step: Cann will position as An open source tool kit. Its purpose is, According to Eric Xu ZhijunRotary President of Huawei, “to accelerate the innovation of developers and get the chips of the Asce Family to be easier to use.”

Xu Zhijun does not mention it expressly, but what his strategy pursues in the background is to increase the competitiveness of the Huawei ecosystem attacking Nvidia where he is stronger. In addition, it has already begun to discuss with the main actors of the China’s AI industry, as well as with its commercial partners, universities and research institutions how Huawei should build their open source ecosystem. If this initiative thrives, and presumably will, it will represent a very important step forward on the road to China’s technological independence.

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More information | SCMP

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