{"id":7190,"date":"2023-11-08T09:15:56","date_gmt":"2023-11-08T09:15:56","guid":{"rendered":"https:\/\/dailyai.com\/?p=7190"},"modified":"2023-11-08T09:15:56","modified_gmt":"2023-11-08T09:15:56","slug":"huawei-takes-on-nvidia-with-its-own-ai-chips","status":"publish","type":"post","link":"https:\/\/dailyai.com\/da\/2023\/11\/huawei-takes-on-nvidia-with-its-own-ai-chips\/","title":{"rendered":"Huawei tager kampen op med Nvidia med sine egne AI-chips"},"content":{"rendered":"

De eksportrestriktioner, som den amerikanske regering har lagt p\u00e5 Nvidia, skaber et klart marked i Kina for Huaweis nye AI-chips.<\/strong><\/p>\n

Huawei udviklede sin Ascend 910B-chip som et direkte alternativ til Nvidias popul\u00e6re A100 GPU. Huawei udgav Ascend 910 i 2018 som det f\u00f8rste skridt i sit m\u00e5l om at etablere en full-stack AI-portef\u00f8lje.<\/p>\n

Den opgraderede Ascend 910B er ikke blevet officielt lanceret, men menes at have computerkraft, der kan sammenlignes med Nvidias A100, mens dens samlede ydeevne stadig halter efter A100.<\/p>\n

Som kinesiske AI-virksomheder kan ikke l\u00e6ngere k\u00f8be Nvidias high-end chips<\/a>Ascend 910B ses som et levedygtigt alternativ. Teknologivirksomheden Baidu, producenten af Ernie Bot chatbot<\/a>bestilte 1.600 af chipsene tidligere i \u00e5r.<\/p>\n

Ordren er angiveligt 450 millioner yuan v\u00e6rd, eller lidt over $61 millioner. Det er en lille del af det salg, Nvidia havde i Kina indtil for nylig, men det kan v\u00e6re et tegn p\u00e5, hvad der er p\u00e5 vej.<\/p>\n

Andre store virksomheder med AI-ambitioner som Alibaba<\/a> og Tencent<\/a> bliver ogs\u00e5 n\u00f8dt til at overveje alternativer, n\u00e5r deres nuv\u00e6rende Nvidia-systemer n\u00e5r deres kapacitet. Huaweis Ascend 910B ser ud til at v\u00e6re det bedste alternativ lige nu.<\/p>\n

Den kinesiske AI-gigant iFlyTek har arbejdet sammen med Huawei om at udvikle hardware baseret p\u00e5 Ascened 910B. Virksomhedens CEO Liu Qingfeng sagde, at Huaweis nye GPU var \"stort set den samme som Nvidias A100\".<\/p>\n

Der er ikke offentliggjort nogen officielle tal, men her er et \u00f8jebliksbillede af en uofficiel sammenligning med Nvidias A100.<\/p>\n

\"\"
Huawei Ascend 910B vs Nvidia A100. Kilde: X<\/figcaption><\/figure>\n

Ascend 910B-prisen i denne sammenligning er lidt optimistisk og ligger t\u00e6ttere p\u00e5 $38.000.<\/p>\n

Analytikere vurderer, at Kinas marked for AI-chips er omkring $7 milliarder v\u00e6rd, s\u00e5 der er et stort incitament for Huawei til at g\u00f8re p\u00e5stande om ydeevne til benchmarkede fakta.<\/p>\n

Var de amerikanske eksportrestriktioner en god id\u00e9?<\/h2>\n

Da den amerikanske regering optrappede sin Eksportkontrol<\/a> af Nvidias AI-chips var det delvist, fordi man frygtede, at de kunne bruges i kinesisk AI-drevet forsvarsteknologi.<\/p>\n

Ved at tilbageholde adgangen til chipsene h\u00e5bede man at kunne bremse den kinesiske AI-innovation. Den utilsigtede konsekvens af politikken er, at den kan have fremskyndet den kinesiske vej til selvst\u00e6ndighed.<\/p>\n

Huawei har ogs\u00e5 v\u00e6ret et specifikt m\u00e5l for amerikanske handelsrestriktioner. Virksomheden blev sat p\u00e5 handelsministeriets sortliste, som forhindrer amerikanske virksomheder i at eksportere til Huawei uden en s\u00e6rlig licens.<\/p>\n

Konsekvensen er, at Huawei har v\u00e6ret n\u00f8dt til at diversificere sin leverand\u00f8rbase v\u00e6k fra amerikanske virksomheder og fokusere p\u00e5 at udvikle sine egne kompetencer for at udfylde hullerne. Navnlig producerede Huawei sin Kirin 9000-chip i 2021, som var verdens f\u00f8rste 5nm-chip.<\/p>\n

Huawei fik tidligere st\u00f8rstedelen af sine chips fremstillet af Taiwan Semiconductor Manufacturing Company (TSMC), verdens st\u00f8rste chipst\u00f8beri.<\/p>\n

Nylige handelsrestriktioner har tvunget virksomheden til at begynde at bruge Kinas st\u00f8rste chipst\u00f8beri, Semiconductor Manufacturing International Corporation (SMIC), til at fremstille sine chips. SMIC er stadig ikke s\u00e5 avanceret som TSMC, men det har gjort store fremskridt i de senere \u00e5r.<\/p>\n

Mens AI-kapl\u00f8bet forts\u00e6tter, ser det ud til, at Kina tr\u00e6kker p\u00e5 skuldrene af USA's fors\u00f8g p\u00e5 at bremse det og bliver mere og mere teknologisk uafh\u00e6ngig.<\/p>\n

Og da USA er st\u00e6rkt afh\u00e6ngig af produktionskapaciteten i Taiwan, synes dets AI-overherred\u00f8mme at v\u00e6re mere udsat for geopolitiske skift der end nogensinde.<\/p>","protected":false},"excerpt":{"rendered":"

De eksportrestriktioner, som den amerikanske regering har lagt p\u00e5 Nvidia, skaber et klart marked i Kina for Huaweis nye AI-chips. Huawei udviklede sin Ascend 910B-chip som et direkte alternativ til Nvidias popul\u00e6re A100 GPU. Huawei udgav Ascend 910 i 2018 som det f\u00f8rste skridt i sit m\u00e5l om at etablere en fuld-stack AI-portef\u00f8lje. Den opgraderede Ascend 910B er ikke blevet officielt lanceret, men menes at have en computerkraft, der kan sammenlignes med Nvidias A100, mens dens samlede ydeevne stadig halter efter A100. Da kinesiske AI-virksomheder ikke l\u00e6ngere kan k\u00f8be Nvidias high-end chips, er Ascend 910B<\/p>","protected":false},"author":6,"featured_media":7193,"comment_status":"closed","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[84],"tags":[99,205,98,106],"class_list":["post-7190","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-industry","tag-ai-race","tag-baidu","tag-china","tag-nvidia"],"yoast_head":"\nHuawei takes on Nvidia with its own AI chips | DailyAI<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/dailyai.com\/da\/2023\/11\/huawei-takes-on-nvidia-with-its-own-ai-chips\/\" \/>\n<meta property=\"og:locale\" content=\"da_DK\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Huawei takes on Nvidia with its own AI chips | DailyAI\" \/>\n<meta property=\"og:description\" content=\"The export restrictions that the US government placed on Nvidia are creating a ready market in China for Huawei\u2019s new AI chips. 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