The new dynamics of the Sino-US core war, Nvidia's special supply version is declining, and Huawei Ascend is expected to rise?
The American chip giant Nvidia (NVIDIA) recently released the news of a "special version" of artificial intelligence chips for China, which caused a commotion in the industry. As soon as this news came out, it immediately aroused the enthusiasm of China's scientific and technological circles for "special supply" and set off a discussion about domestic **.
Nvidia revealed that the company will start production of the H20 AI processor in the second quarter of 2024, emphasizing that the product is a "green and high-quality" product designed specifically for Chinese users. However, when it was removed, we realized that the H20's processor did not behave so "high-end". Studies have shown that the H20 computing power is only about 15% of that of the H100, which is 296 TFLOPS to 2000 TFLOPS.
At present, the big data platforms of Tencent, Alibaba and other network companies, such as Huawei's Pangu, Tencent's Mixed Yuan, and Alibaba's Tongyi Qianwen, all have more than 100 billion users, and the computing power required has reached almost 20,000 times. And the only ones that can do this are Nvidia's H100 and H800. Companies such as Tencent and Alibaba, after Nvidia launched the H20 "Remnant Version", have maintained a relatively calm attitude and announced that Nvidia's AI chip orders will be less than last year.
This change in the situation reflects the concerns of Chinese companies about their own first-chain security. Even if he gives all the money to Nvidia, he may not be able to get the chips, after all, the economic situation in the United States is changing rapidly, and it is likely to affect their orders. This is a huge blow to China's tech giants, and it also boosts their confidence in seeking options in the domestic market.
And at this juncture, Huawei, a giant in the communications industry, also took out its own company's "rising" AI chip and stood on the stage. Huawei's "Rising 910B" uses the self-developed Da Vinci (D**INCI) architecture, 256 AI computing cores, up to 376 TFLOPs, 64 GB memory, and 400 W of power, and its computing power has surpassed that of Nvidia H20 "Special Edition". It is worth mentioning that Huawei's strong network communication foundation makes the rising chip have unique cluster characteristics, which can theoretically improve the cooperation between multiple graphics cards, thereby improving the performance of the system.
At the same time, domestic semiconductor companies, including Cambrian, Biqian Technology, Suiyuan Technology, Ali Pingtouge, and Jingjiawei, have also made efforts to break through the foreign technology blockade. The BR100 chip developed by Biqi has achieved the same performance as the H100 in less than two years, and although it has not been mass-produced due to US sanctions, it also reflects the huge potential of Chinese companies in chip research and development.
Looking back at these bumpy and challenging development paths, Chinese technology companies have moved from relying on the "handouts" of large foreign companies to their own development path. Although there will be many difficulties and setbacks in the process of moving forward, every success will bring a bright future. At this point, the day when Huawei's "rising" chip is officially put into production is not far away, which is not only the expectation of the Chinese people for the future, but also the national artificial intelligence chip industry has entered a new period of development.