South Korean media: "Performance comparable to NVIDIA", Huawei supplies AI semiconductor servers to Chinese customers!

On May 20th, South Korean media "Business Post" published an article stating that it is reported that Huawei has begun supplying AI semiconductor servers to Chinese data center companies.

In the midst of US sanctions making it difficult to obtain NVIDIA AI semiconductors, Chinese customers have placed orders for Huawei products with equivalent performance.

The Financial Times, citing two sources familiar with the matter, reported that "Huawei recently sold more than 10 CloudMatrix 384 servers."

Chinese data centers are also one of the targets for Huawei's CloudMatrix 384 deliveries.

CloudMatrix 384 is a system that connects 384 AI semiconductors, providing the computing power required for developing related technologies and services.

It is interpreted that reducing the physical distance between semiconductors can decrease data transmission latency and improve computational efficiency, thus bundling them together for supply is a solution.

Leading AI semiconductor company NVIDIA also sells similar products, including NVL72.

Huawei has equipped CloudMatrix 384 with its self-designed AI semiconductor Ascend 910C,

Although the single-unit performance of Ascend 910C is lower than NVIDIA's semiconductors, it is said that Huawei has enhanced the performance by connecting semiconductors with optical technology.

It is claimed that Huawei also promotes to its clients that CloudMatrix 384 has some performance advantages over NVIDIA NVL72.

Research firm Seminalysis stated, "Huawei is utilizing advanced networking technology to complement the performance of individual semiconductors."

Huawei ventured into the AI semiconductor server supply market because the export route to China for US-based NVIDIA was blocked.

The Trump administration in the US restricted AI semiconductor exports to China in April this year, which also affected NVIDIA. NVIDIA stated that this move would reduce its revenue by $5.5 billion.

In this process, Huawei quickly developed and began supplying products that could replace NVIDIA.

Seminalysis stated that Huawei's developed CloudMatrix 384 is a signal that China has systems surpassing those of NVIDIA.

However, the Financial Times added that Huawei's products still lag behind NVIDIA's NVL72 in terms of power consumption and operational costs.

Source: https://www.toutiao.com/article/1832629344992267/

Disclaimer: This article solely represents the views of the author.