The United States has completely banned AI chips. It seems that Huawei is the one that can take the lead in China?

As we all know, artificial intelligence (AI) is very popular this year, and many people believe that AI may trigger a new industrial revolution

The foundation of AI is computing power, which is the GPU chip. Therefore, the GPU market has grown rapidly this year, especially top-level AI chips such as H100 and A100, which have become the targets of major AI manufacturers. As a result, nvidia has achieved great success and wealth

In order to curb China’s development in the field of artificial intelligence, the United States blocked high-end artificial intelligence chips last year, forcing Nvidia to cut functions and launch H800 and A800 exclusively for mainland China to replace the banned A100 and H100 Waiting for chip

In the recent period, the United States has once again raised the ban, and the ban on AI chips has become more stringent. Therefore, nvidia had to stop selling H800 and A800 chips specially customized for mainland China

Not only that, even L40, L40S, RTX4090, RTX 4090 TI are banned, including some consumer-grade graphics cards.

There are other top AI chips, such as AMD and Intel’s MI300, MI250X, MI250, MI200, MI210, RX 7900XTX, MAX NEXT, Gaudi2, etc., which can no longer be exported to China

In this case, who can replace foreign AI chips? After careful analysis, it may be that only Huawei has the ability to top

As shown in the figure below, computing power is divided into many types, including general computing power, intelligent computing power, and super computing. AI is mainly about intelligent computing power.

Currently well-known AI computing power chips in China include Huawei Ascend 910, Alibaba Yitian 710, Baidu Kunlun Core 2nd Generation, Tencent Zixiao, Haiguang DCU Z100, etc.

Alibaba’s chips are mainly used for logical calculations, not AI reasoning training. Baidu's Kunlun chips are mainly used for the inference end, while Nvidia's chips are used for the training end. The computing power of Haiguang DCU Z100 is low and not enough to support training large models, while Tencent’s chip is positioned slightly lower and cannot replace it

Huawei Ascend 910 is the real core. Released in 2019, it is the most powerful AI processor in China. It adopts 7nm process and is based on Huawei’s independently developed DaVinci architecture and 3D Cube technology

iFLYTEK's current large-scale models, including Pangu, Llama and large-scale models self-developed by Tsinghua University, all use Huawei Ascend chips. iFlytek also stated that Huawei’s GPU is comparable to Nvidia’s A100

Of course, from the perspective of the capabilities of a single chip itself, Ascend 910 is still a little behind H100, but Ascend 910 can be clustered, that is, multiple AI cards together, so the overall gap is not big.

According to media speculation, Huawei’s next-generation AI chip Ascend 920 may be released soon. The computing power of this chip will be greatly improved. As for the specific release time and existence, we can look forward to it. After all, the 7nm process is no longer a problem in China

Of course, the most important thing about AI chips is the ecosystem. Huawei has also built a full-stack software and hardware platform based on Ascend AI, which benchmarks against NVIDIA's CUDA CuDNN platform.

It can be seen that if the AI ​​chip is the only one that can top it, perhaps it is really only Huawei. After all, only Huawei is doing the entire ecosystem from software to hardware.

I really hope there are more Huaweis in China, then US sanctions will become meaningless, because we have various Plan Bs that can be replaced at any time.

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