{"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\/es\/2023\/11\/huawei-takes-on-nvidia-with-its-own-ai-chips\/","title":{"rendered":"Huawei se enfrenta a Nvidia con sus propios chips de IA"},"content":{"rendered":"

Las restricciones a la exportaci\u00f3n que el Gobierno estadounidense impuso a Nvidia est\u00e1n creando un mercado listo en China para los nuevos chips de IA de Huawei.<\/strong><\/p>\n

Huawei desarroll\u00f3 su chip Ascend 910B como una alternativa directa a la popular GPU A100 de Nvidia. Huawei lanz\u00f3 el Ascend 910 en 2018 como primer paso en su objetivo de establecer una cartera de IA de pila completa.<\/p>\n

El Ascend 910B actualizado no se ha presentado oficialmente, pero se cree que tiene una potencia de c\u00e1lculo comparable a la del A100 de Nvidia, aunque su rendimiento general sigue estando por detr\u00e1s del A100.<\/p>\n

A medida que las empresas chinas de IA ya no pueden comprar los chips de gama alta de Nvidia<\/a>el Ascend 910B se considera una alternativa viable. La empresa tecnol\u00f3gica Baidu, fabricante del Chatbot Ernie Bot<\/a>La Comisi\u00f3n Europea encarg\u00f3 1.600 chips a principios de a\u00f1o.<\/p>\n

Seg\u00fan los informes, el pedido asciende a 450 millones de yuanes, o algo m\u00e1s de $61 millones. Se trata de una peque\u00f1a fracci\u00f3n del volumen de ventas que Nvidia realizaba en China hasta hace poco, pero puede ser una se\u00f1al de lo que est\u00e1 por venir.<\/p>\n

Otras grandes empresas con aspiraciones de IA como Alibaba<\/a> y Tencent<\/a> tambi\u00e9n tendr\u00e1n que considerar alternativas cuando sus actuales sistemas Nvidia alcancen su capacidad. El Ascend 910B de Huawei parece la mejor alternativa por ahora.<\/p>\n

El gigante chino de la IA iFlyTek ha estado trabajando con Huawei para desarrollar hardware basado en la Ascened 910B. El CEO de la empresa, Liu Qingfeng, dijo que la nueva GPU de Huawei era \"b\u00e1sicamente la misma que la A100 de Nvidia\".<\/p>\n

Aunque no se han publicado cifras oficiales, he aqu\u00ed una instant\u00e1nea de una comparaci\u00f3n no oficial con el A100 de Nvidia.<\/p>\n

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

El precio del Ascend 910B en esta comparaci\u00f3n es un poco optimista y est\u00e1 m\u00e1s cerca de $38.000.<\/p>\n

Los analistas calculan que el mercado chino de chips de inteligencia artificial est\u00e1 valorado en unos 1.400 millones de euros, por lo que Huawei tiene muchos incentivos para convertir las afirmaciones sobre rendimiento en hechos contrastados.<\/p>\n

\u00bfFueron una buena idea las restricciones estadounidenses a la exportaci\u00f3n?<\/h2>\n

Cuando el Gobierno de EE.UU. controles de exportaci\u00f3n<\/a> de los chips de IA de Nvidia se debi\u00f3 en parte a que tem\u00eda que pudieran utilizarse en la tecnolog\u00eda de defensa china basada en IA.<\/p>\n

Al negar el acceso a los chips, esperaba frenar la innovaci\u00f3n china en IA. La consecuencia no deseada de esta pol\u00edtica es que puede haber acelerado el camino chino hacia la autosuficiencia.<\/p>\n

Huawei tambi\u00e9n ha sido un objetivo espec\u00edfico de las restricciones comerciales estadounidenses. Fue incluida en una lista negra del Departamento de Comercio que proh\u00edbe a las empresas estadounidenses exportar a Huawei sin una licencia especial.<\/p>\n

La consecuencia es que Huawei ha tenido que diversificar su base de proveedores, alej\u00e1ndose de las empresas estadounidenses y centr\u00e1ndose en desarrollar sus propias capacidades para cubrir las carencias. En particular, Huawei produjo su chip Kirin 9000 en 2021, que fue el primer chip de 5 nm del mundo.<\/p>\n

Anteriormente, Huawei fabricaba la mayor\u00eda de sus chips en Taiwan Semiconductor Manufacturing Company (TSMC), la mayor fundici\u00f3n de chips del mundo.<\/p>\n

Las recientes restricciones comerciales le han obligado a empezar a utilizar la mayor fundici\u00f3n de chips de China, Semiconductor Manufacturing International Corporation (SMIC), para fabricar sus chips. SMIC a\u00fan no est\u00e1 tan avanzada como TSMC, pero ha avanzado mucho en los \u00faltimos a\u00f1os.<\/p>\n

A medida que avanza la carrera de la inteligencia artificial, parece que China se encoge de hombros ante los intentos de Estados Unidos de frenarla y se hace cada vez m\u00e1s independiente de la tecnolog\u00eda.<\/p>\n

Y como Estados Unidos depende en gran medida de las capacidades de fabricaci\u00f3n de Taiw\u00e1n, su supremac\u00eda en inteligencia artificial parece m\u00e1s expuesta que nunca a los cambios geopol\u00edticos de ese pa\u00eds.<\/p>","protected":false},"excerpt":{"rendered":"

Las restricciones a la exportaci\u00f3n que el gobierno estadounidense impuso a Nvidia est\u00e1n creando un mercado listo en China para los nuevos chips de IA de Huawei. Huawei desarroll\u00f3 su chip Ascend 910B como alternativa directa a la popular GPU A100 de Nvidia. Huawei lanz\u00f3 el Ascend 910 en 2018 como el primer paso en su objetivo de establecer una cartera de IA de pila completa. El Ascend 910B actualizado no se ha lanzado oficialmente, pero se cree que tiene una potencia de c\u00e1lculo comparable a la A100 de Nvidia, aunque su rendimiento general sigue estando por detr\u00e1s de la A100. Como las empresas chinas de IA ya no pueden comprar los chips de gama alta de Nvidia, el Ascend 910B es<\/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\/es\/2023\/11\/huawei-takes-on-nvidia-with-its-own-ai-chips\/\" \/>\n<meta property=\"og:locale\" content=\"es_ES\" \/>\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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