From TechRepublic, august 1:
Huawei’s new CloudMatrix supercomputer has outperformed NVIDIA’s platform, signaling a global AI power shift as US chip bans backfire and China gains ground with sovereign AI technology.
Chinese tech giant Huawei’s new CloudMatrix 384 supercomputer just outperformed NVIDIA’s platform on key metrics, delivering more than double the computing power in comparison. Compounding the bad news for NVIDIA is US export controls have blocked China’s access to its most advanced processors, further disadvantaging the American company. Mounting pressure from Washington’s tightening restrictions include the Trump administration’s latest move to ban exports of the H20 chip specifically designed for China, forcing it to write off $5.5 billion in inventory and a projected $15 billion in lost revenue.
Huawei’s platform uses 384 domestically-produced Ascend 910C chips, each delivering enormous processing power, and boasts 3.6 times the memory capacity and 2.1 times the memory bandwidth of NVIDIA’s platform. Huawei has already deployed CloudMatrix clusters in 16 provinces across China and is building a homegrown software stack that rivals NVIDIA’s programming tools, allowing China to compete in the global AI industry.
The $128 billion bet that’s reshaping global tech
The news signals a fundamental power shift that could rewrite the global tech landscape. Huawei’s estimated $128 billion valuation suggests massive untapped potential, particularly in emerging markets where US influence is waning. Those markets aren’t waiting around for American approval. Huawei has already secured lucrative data center deals in Brazil and Saudi Arabia, positioning itself to capture market share in regions increasingly wary of US technological dominance.Perhaps most concerning for Silicon Valley is that Huawei’s breakthrough is sparking a global trend toward “sovereign AI.” The US-China rivalry is driving fresh efforts across Europe and the Middle East, creating massive new markets where both Huawei and NVIDIA are competing for influence —and where Huawei’s freedom from US export restrictions gives it an advantage....
....MUCH MORE
As noted in the outro from July 28's "Nvidia Orders 300,000 H20 Chips From TSMC Due to Robust China Demand, Sources Say" (NVDA; TSM):
This move on Nvidia's part raises a few questions with one being top-of-mind:
Can we infer anything about the uptake of Huawei's very advanced Ascend AI 910D processor and the just announced (July 26) Huawei CloudMatrix 384 AI System.
This is the sort of stuff that Mr. Huang was referring to a few months ago:
Nvidia CEO On AI Competition: China is right behind us, We’re very, very close
If interested see also:
July 12 - "The Secret History of China’s Most Powerful Company"
