{"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\/it\/2023\/11\/huawei-takes-on-nvidia-with-its-own-ai-chips\/","title":{"rendered":"Huawei sfida Nvidia con i suoi chip di intelligenza artificiale"},"content":{"rendered":"

Le restrizioni alle esportazioni imposte dal governo statunitense a Nvidia stanno creando un mercato pronto in Cina per i nuovi chip AI di Huawei.<\/strong><\/p>\n

Huawei ha sviluppato il chip Ascend 910B come alternativa diretta alla popolare GPU A100 di Nvidia. Huawei ha rilasciato l'Ascend 910 nel 2018 come primo passo nel suo obiettivo di creare un portafoglio AI full-stack.<\/p>\n

L'Ascend 910B aggiornato non \u00e8 stato presentato ufficialmente, ma si ritiene che abbia una potenza di calcolo paragonabile a quella dell'A100 di Nvidia, mentre le sue prestazioni complessive sono ancora inferiori a quelle dell'A100.<\/p>\n

Come le aziende cinesi di AI non potr\u00e0 pi\u00f9 acquistare i chip di fascia alta di Nvidia<\/a>L'Ascend 910B \u00e8 considerato una valida alternativa. L'azienda tecnologica Baidu, produttrice del Ernie Bot chatbot<\/a>, ha ordinato 1.600 chip all'inizio di quest'anno.<\/p>\n

Secondo quanto riferito, l'ordine ha un valore di 450 milioni di yuan, pari a poco pi\u00f9 di $61 milioni. Si tratta di una piccola frazione del volume di vendite che Nvidia realizzava in Cina fino a poco tempo fa, ma potrebbe essere un segno delle cose che verranno.<\/p>\n

Altre grandi aziende con aspirazioni di AI come Alibaba<\/a> e Tencent<\/a> dovranno prendere in considerazione delle alternative quando i loro attuali sistemi Nvidia raggiungeranno la capacit\u00e0. L'Ascend 910B di Huawei sembra la migliore alternativa per il momento.<\/p>\n

Il gigante cinese dell'AI iFlyTek ha collaborato con Huawei per sviluppare hardware basato su Ascened 910B. Il CEO dell'azienda, Liu Qingfeng, ha dichiarato che la nuova GPU di Huawei \u00e8 \"fondamentalmente uguale all'A100 di Nvidia\".<\/p>\n

Sebbene non siano stati rilasciati dati ufficiali, ecco un'istantanea di un confronto non ufficiale con l'A100 di Nvidia.<\/p>\n

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

Il prezzo dell'Ascend 910B in questo confronto \u00e8 un po' ottimistico e si avvicina di pi\u00f9 a $38.000.<\/p>\n

Gli analisti stimano che il mercato cinese dei chip per l'intelligenza artificiale valga circa $7 miliardi, quindi Huawei \u00e8 molto incentivata a trasformare le dichiarazioni sulle prestazioni in dati di riferimento.<\/p>\n

Le restrizioni alle esportazioni degli Stati Uniti sono state una buona idea?<\/h2>\n

Quando il governo degli Stati Uniti ha aumentato il controlli sulle esportazioni<\/a> dei chip di intelligenza artificiale di Nvidia, in parte perch\u00e9 temeva che potessero essere utilizzati nelle tecnologie di difesa cinesi basate sull'intelligenza artificiale.<\/p>\n

Impedendo l'accesso ai chip, l'azienda sperava di rallentare l'innovazione cinese nel campo dell'intelligenza artificiale. La conseguenza non intenzionale di questa politica \u00e8 che potrebbe aver accelerato il percorso cinese verso l'autosufficienza.<\/p>\n

Anche Huawei \u00e8 stata un bersaglio specifico delle restrizioni commerciali degli Stati Uniti. \u00c8 stata inserita in una lista nera del Dipartimento del Commercio che impedisce alle aziende americane di esportare verso Huawei senza una licenza speciale.<\/p>\n

La conseguenza \u00e8 che Huawei ha dovuto diversificare la propria base di fornitori allontanandosi dalle aziende statunitensi e concentrandosi sullo sviluppo di capacit\u00e0 proprie per colmare le lacune. In particolare, Huawei ha prodotto il suo chip Kirin 9000 nel 2021, il primo chip a 5 nm al mondo.<\/p>\n

In precedenza, la maggior parte dei chip di Huawei veniva prodotta da Taiwan Semiconductor Manufacturing Company (TSMC), la pi\u00f9 grande fonderia di chip al mondo.<\/p>\n

Le recenti restrizioni commerciali hanno costretto l'azienda a ricorrere alla pi\u00f9 grande fonderia di chip cinese, Semiconductor Manufacturing International Corporation (SMIC), per la produzione dei suoi chip. SMIC non \u00e8 ancora all'avanguardia come TSMC, ma ha compiuto progressi significativi negli ultimi anni.<\/p>\n

Mentre la corsa all'intelligenza artificiale continua, sembra che la Cina si stia scrollando di dosso i tentativi degli Stati Uniti di rallentarla e stia diventando sempre pi\u00f9 indipendente dalla tecnologia.<\/p>\n

E poich\u00e9 gli Stati Uniti dipendono fortemente dalle capacit\u00e0 produttive di Taiwan, la loro supremazia nell'IA sembra pi\u00f9 che mai esposta ai cambiamenti geopolitici.<\/p>","protected":false},"excerpt":{"rendered":"

Le restrizioni alle esportazioni imposte dal governo statunitense a Nvidia stanno creando un mercato pronto in Cina per i nuovi chip AI di Huawei. Huawei ha sviluppato il chip Ascend 910B come alternativa diretta alla popolare GPU A100 di Nvidia. Huawei ha rilasciato l'Ascend 910 nel 2018 come primo passo nel suo obiettivo di creare un portafoglio AI full-stack. L'Ascend 910B aggiornato non \u00e8 stato lanciato ufficialmente, ma si ritiene che abbia una potenza di calcolo paragonabile all'A100 di Nvidia, mentre le sue prestazioni complessive sono ancora inferiori all'A100. Dato che le aziende cinesi di AI non possono pi\u00f9 acquistare i chip di fascia alta di Nvidia, l'Ascend 910B \u00e8<\/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\/it\/2023\/11\/huawei-takes-on-nvidia-with-its-own-ai-chips\/\" \/>\n<meta property=\"og:locale\" content=\"it_IT\" \/>\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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