Recently, Nvidia CEO Jensen Huang actively visited China and visited three cities in Beijing, Shanghai and Shenzhen, which attracted widespread attention. This incident makes some people thinkThis is because Huawei's latest AI chip, the Ascend 910B, has performed strongly, which had an impact on NVIDIA, Lao Huang would visit urgently.
Is this the case? In this article, we will take a deep dive into the competition between Nvidia and Huawei in the field of AI chips, as well as the real reasons behind Huang's visit to China.
Let's first take a look at the comparison of Huawei and NVIDIA's AI chips
At present, Huawei's most advanced AI chip is the Ascend 910B, compared to NVIDIA's A100 chip.
According to some test data,The Ascend 910b excels in large-scale fine-tuning training, the performance reached 1951 tokens, which is slightly better than the 1863 tokens of the A100. However,In terms of reasoning, the A100 performs betterThe performance is 46 tokens, which is higher than the performance of 3090 and 257 tokens/s。
Therefore, the two chips have their own advantages, and their performance and application scenarios have their own emphasis.
It's worth noting, thoughNVIDIA's AI chips have innate ecological advantages, which is one of its biggest competitive advantages. NVIDIA's GPU products are widely used in deep learning, machine learning and other fields, and have a huge user base and rich application scenarios.
This allows NVIDIA to attract more developers, partners, and customers to form a more complete ecosystem.
NVIDIA also provides a variety of development tools, libraries, and frameworks, such as CUDA, Tensorrt, PyTorch, TensorFlow, and moreThese tools have been widely used and proven to help developers develop high-performance AI applications more efficiently.
In contrast, Huawei's start in the AI field is relatively late, and its accumulation and application experience in the field of AI chips may not be as rich as NVIDIA. Although Huawei's Ascend 910B performs well, there may still be a certain gap compared with NVIDIA in terms of ecology.
However, Huawei is further strengthening its ecosystem and providing more complete and rich software and tool support to attract more developers, partners, and customers.
Therefore, from the perspective of performance, function, and ecology, Huawei's Ascend 910B chip is not far from NVIDIA's A100 chip. As suchHuang said Huawei is one of Nvidia's biggest competitors to AI chips.
So, is Huang's visit to China really due to the impact of Huawei's AI chips?
Recently, Huawei's AI chips have indeed been quite popular. It is reported that a large number of Chinese manufacturers plan to switch to purchasing Huawei's chips and no longer buy Nvidia productsIn addition, the order volume of Huawei's AI chips has exceeded 5,000 sets. If this continues, it will definitely have a certain impact on NVIDIA's business.
However, Huawei's AI chips were not the main reason for Huang's visit to China, and in fact, Nvidia faces many challenges and opportunities in the Chinese market.
First, U.S. export control policies restrict Nvidia's exports of high-performance GPUs, including A100 and H100 chips, as well as high-end graphics cards RTX 4090, to the Chinese market. This has put a lot of pressure on NVIDIA's business development, and it is also not conducive to its development in the Chinese market.
In addition, consumer demand in the Chinese market is diverse, highly competitive, and sensitive. Nvidia needs to adapt to the characteristics of the Chinese market and provide competitive products and services.
There was also news in the market that Nvidia's "downgraded" chip was cold in China. In response to export restrictions, Nvidia has developed a special version of AI chips with lower performance, but they are sold to the Chinese market, but no major customers can afford them. Some of the top customers, as a result, have shifted some advanced semiconductor orders to local companies or in-house development.
In addition to some of the above main reasons, there may be many difficulties accumulating together, prompting the CEO of Nvidia to visit the mainland impatiently, and want to use the visit to stabilize the team in China and China's top customers.
Against this backdrop, Huang needed to have face-to-face interactions with customers and partners to enhance trust and cooperation in order to maintain good relationships with Chinese customers. At the same time, his personal arrival can also strengthen communication and cooperation with the industry and jointly promote the development and application of AI chip technology.
Overall, although Huawei's AI chips are performing strongly, NVIDIA still has a strong competitiveness and market share in the Chinese market. Huang's visit to China is not because the performance of Huawei's AI chips has had a direct impact on NVIDIA, but because it is aimed at strengthening cooperation with Chinese companies and partners to jointly promote technological innovation and application development.
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