For the first time, Nvidia sees Huawei as its main competitor
For the first time some time ago, Nvidia saw Huawei as a serious competitor for it, including in many ways, including artificial intelligence chips.
Nvidia said that Huawei also provides GPU accelerators, CPUs and network components, and provides cloud computing AI services, which has a high reputation in the industry, so Nvidia believes Huawei is its biggest competitor.
Nvidia's winning this award is a strong reflection of Huawei's AI technology.
Huawei's 910B can compete with Nvidia's A100.
Huawei Ascend9B is built on Ascend's own platform, 7 nm process, 256 AI cores, 32 GB HBhBM2, 64 GB HBm2 (2 G), HBM2 (2 G).
NVIDIA's A100 chip is designed based on a 7 nm chip, and its core is 6,912 CUDA cores, 54.2 billion transistors, and 40 GB and 80 GB of HBM2 memory.
In terms of computing power, the Ascend910B has surpassed NVIDIA's A100 in terms of FP32, FP16 and other computing capabilities.
Compared to the 40 g A100, 80 g has more storage space, with 13 TB of storage, 3 times more than 40 g for the A10040 g, 3-4 times as much as the 40 g version. That's the benefit of a large memory.
But overall, Huawei's Rising 910B and Nvidia A100 are a perfect match.
Nvidia, on the other hand, has two more advanced AI chips, H100 and H200.
The H100 uses a hopper structure, TSMC's 4 nm process, with 80 billion transistors, 18,432 CUDA cores, 576 Tensor cores, and 60 MB of secondary cache.
The H100 has 2000 TFLOPS, which is 100 times higher than the A6.
The H100 also offers features such as dynamic acceleration, high bandwidth, high connectivity, and a GPU that can be used separately.
The H200 is even more terrifying, although it is also a hopper structure, but the storage space reaches 141 GB, and the data transfer speed reaches 48 tb/s。
Some consumers have questioned why Nvidia ranks Huawei in first place with its more advanced H100 and H200, which have much higher computing performance than Huawei's Rising 910B.
All of this is thanks to U.S. Secretary of Commerce Raimondo, who is the head of the U.S. Department of Commerce, and she holds the power of the U.S. economy, semiconductors and other industries.
When Raimondo competed with China's AI industry, he once said in public: "When Nvidia bypasses the relevant regulations and only develops AI chips for Chinese companies, and asks China to carry out AI plans, we will review it." ”
This is not a boast, but a real thing.
In order to prevent China's development in the field of AI, the United States has formulated a series of "balanced" policies: one is to control the capacity of processors, and the other is to control the communication rate between processors.
At that time, the constraints were: 1) the total capacity of integrated circuits was not less than 4800 tops; 2) It has a transfer speed of 600 GB or more.
Because of a hasty release or the negligence of the staff, these terms are treated"with", so Nvidia seized the opportunity and launched a fierce competition between the A800 and H800 in China.
The A800 uses the same algorithm, reducing the A100's data transfer speed to just 400 GB per second; The H800 uses the FP64 algorithm, with only a transfer speed of 400 GB per second.
However, Raimondo soon revised this provision, changing the original"with"with"or"Instead, there is only one word, but the meaning has changed significantly, and both the A800 and H800 models have been disabled.
Nvidia did not take it lightly, and once again set its sights on China, releasing an H20 graphics card acceleration chip certified by the US Department of Commerce, but the overall performance is a little worse than Huawei's Rising 910B.
So China's Alibaba, Tencent, and ByteDance have all said they will no longer use Nvidia's H20 chips for their businesses, and have already received orders from a Chinese AI chip manufacturer.
It can be seen that only Huawei has the ability to surpass H20 in AI at present.
Companies such as Moore Threads and Warren Technology have the ability to develop more advanced AI chips, but once they are labeled as "physical objects", they have no opportunity to OEM, just like a PPT.
NVIDIA controls 90% of the world's graphics card acceleration devices and has an absolute say in the field of AI chips. However, the U.S. Department of Commerce has been adjusting its export strategy to Chinese companies, and as a result, it has created a wall against Nvidia.
Nvidia's advanced AI chips can't be found in China**, but Chinese companies don't choose to buy anything from Huawei.
Huawei's Rise910B mobile phone shipments will increase to 300,000 units in 2024, which will be 240 billion yuan according to 8,000 yuan per unit.
And, soon, the U.S. will build another AI ecosystem to compete with Nvidia's CUDA computing platform, namely"Rise Platform"。
This scares Nvidia.
Ren Zhengfei once said: "If you want to do it, do it", what is the reason? Because in the future, the winner is king, and the number two person in this industry is likely to be just a bowl of soup.
Huawei entered the field of communications in the early days, and had some contact with Cisco in the early days, but it was unsuccessful, and finally got the license, and the sales were good, but Cisco soon withdrew from the partnership and switched to another company that competed with Huawei.
Ren Zhengfei was furious, refused to join forces with Huawei, concentrated on making his own products, and finally defeated Cisco and ascended to the throne of the world's boss.
Apple is a great example of this smartphone world! It is considered to be the most profitable business, with an asset value of up to 3 trillion and 1 trillion in capital.
However, in 2019, Huawei surpassed Moutai in China's high-end phone sales and beat Apple, becoming the only company that dares to launch ** products at the same time, but Samsung does not.
Qualcomm is awesome! When it is 2 g or 3 g, it is a sentence that determines the world, and you can collect it as you want, and it is crowned"Patent villain"However, the arrival of 5 G has given Huawei an idea.
In terms of 5G, Huawei is the world's largest provider of 5G communication devices and is ahead of Qualcomm in 5G.
So, in this age of AI, if you were to compete fiercely with a company, how would you feel, respected, cared for, and alienated?
In an interview, NVIDIA founder Jensen Huang did not forget to express his appreciation and respect for Huawei: "Huawei is a good company. "Although there are some limitations, Huawei can still combine many chips to form a very powerful system.
On the issue of the U.S.** banning AI chips, Huang said the enactment of the law would limit China's ability to master high-end technology, while also benefiting countries that are not banned and accelerating the development of science.
Although Chinese companies have to pay a higher price for their products to produce, in many cases, strong opponents are stronger than us, especially companies like Huawei, as long as they are strong, there is no upper limit.