Still Huawei. To hell with the NVIDIA special edition. Huawei has directly unveiled an AI chip that rivals the flagship version, and Huang Renxun is already furious.
Huawei plans to begin shipping the Ascend 910C AI chip domestically as early as next month.
Meanwhile, it is reported that Huawei has already started testing the Ascend 910D chip, hoping that this chip will be stronger than NVIDIA's H100.
The H100 belongs to the top-tier chip category and has long been restricted from being sold to China. Later, NVIDIA introduced a special edition, the H20. Not long ago, Trump also banned it. However, none of these matter. If NVIDIA doesn't want to sell us their special edition, then fine, we can make something better ourselves. You can choose not to sell it to us.
Why does Huang Renxun visit China twice every quarter, especially after the ban on H20? It's because he's worried. He comes to explain to the Chinese side that it's not NVIDIA that refuses to supply China, but the problem lies in the U.S. government. Huang Renxun is very concerned about the impact on the sales of other graphics cards in China, as there is no second market like this in the world.
In fact, America's blockade logic has long failed. Every suppression has become a catalyst for China's technological independence and self-reliance. The same applies to the chip sector. H100 cannot be sold? No problem, China will handle it themselves; H20 was just launched and then banned? That's okay, we don't even plan to leave you a window of opportunity for your special edition. On Huawei's side, not only is the Ascend 910C ready for shipment, but the 910D is also in the testing phase, targeting direct competition with H100, without discounts or downgrades, aiming straight at the global flagship level.
In the past few years, Huawei has been hit the hardest, but precisely because of Huawei, they were the first to break through. Kunpeng and Ascend have been pushing forward under great pressure. Now being able to face off against NVIDIA is itself a slap in the face for all the blockers.
It can be foreseen that if the Ascend 910D passes the test smoothly, China's computing power ecosystem will take another step forward. And once mass production begins, the significant advantages in price, supply chain, and ecosystem integration will further compress NVIDIA's market survival space in China.
In the future, China not only needs its own version of high-end AI chips but also wants the best in the world!
Source: https://www.toutiao.com/article/1830615669899273/
Disclaimer: The article solely represents the author's personal views.