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The End of Nvidia’s Dominance? Huawei’s New AI Chip Could Be a Game-Changer
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华为正在测试其最先进的人工智能芯片Ascend 910D,旨在直接挑战英伟达在人工智能硬件领域的统治地位。华为已开始接触中国科技公司,进行Ascend 910D能力的早期测试,首批芯片预计将于5月底出货。内部人士表示,华为认为910D的性能可能超越英伟达强大的H100芯片。这一进展是中国寻求技术自给自足的重要一步。虽然美国禁止向中国出售英伟达的H100及更新的AI芯片,但华为的研发表明,美国的制裁并未阻止中国发展半导体产业的雄心。

🚀 华为正在测试Ascend 910D芯片,目标是挑战英伟达的H100芯片。华为已开始联系中国科技公司进行早期测试,预计首批芯片将于5月底出货。

💡 美国对华实施的制裁,特别是限制销售英伟达H100等先进AI芯片,促使中国寻求技术自给自足。华为的Ascend 910D的推出,是中国在半导体领域实现突破的关键一步。

💪 尽管面临全球供应链限制和无法获得最新的制造技术,华为通过创新工程,如使用较旧的HBM2内存,持续推进技术发展。如果910D成功,将为中国人工智能公司提供替代方案,减少对美国技术的依赖。

🌍 如果Ascend 910D表现出色,可能会改变全球AI芯片市场的力量平衡,并降低中国对硅谷巨头的依赖。分析师警告说,如果华为推出真正的H100竞争对手,全球半导体格局可能会在未来几年发生剧烈变化。

Huawei Technologies is preparing to test its most advanced artificial intelligence chip, the Ascend 910D, aiming to directly challenge Nvidia’s dominance in AI hardware, the Wall Street Journal.

Huawei has begun approaching Chinese tech companies for early testing of the Ascend 910D’s capabilities. First batches of the chip are expected to ship by late May.

Insiders say Huawei believes the 910D could outperform Nvidia’s powerful H100 chip, which was previously the go-to hardware for AI training in China.

This is a major milestone in China’s push for tech self-sufficiency

Photo by BoliviaInteligente on Unsplash

Huawei’s AI Push

Earlier Huawei Ascend chips (910B and 910C) made headlines but ultimately lagged behind Nvidia’s top-tier products.

However, Huawei has been scaling up rapidly, building powerful AI clusters like CloudMatrix 384, designed to compete against Nvidia’s newest server tech.

Despite facing global supply chain constraints and being cut off from the latest manufacturing technologies, Huawei has used creative engineering — like relying on older HBM2 memory — to keep advancing.

Industry impact

Huawei is no longer just playing catch-up.

If the Ascend 910D lives up to the hype, it could rewrite the balance of power in the global AI chip race — and make China less dependent on Silicon Valley’s biggest names.

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