{"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\/nb\/2023\/11\/huawei-takes-on-nvidia-with-its-own-ai-chips\/","title":{"rendered":"Huawei tar opp kampen mot Nvidia med sine egne AI-brikker"},"content":{"rendered":"

Eksportrestriksjonene som amerikanske myndigheter har p\u00e5lagt Nvidia, skaper et klart marked i Kina for Huaweis nye AI-brikker.<\/strong><\/p>\n

Huawei utviklet Ascend 910B-brikken som et direkte alternativ til Nvidias popul\u00e6re A100 GPU. Huawei lanserte Ascend 910 i 2018 som det f\u00f8rste skrittet i m\u00e5let om \u00e5 etablere en fullverdig AI-portef\u00f8lje.<\/p>\n

Den oppgraderte Ascend 910B har ikke blitt offisielt lansert, men antas \u00e5 ha datakraft som kan sammenlignes med Nvidias A100, mens den generelle ytelsen fortsatt ligger bak A100.<\/p>\n

Etter hvert som kinesiske AI-selskaper ikke lenger kan kj\u00f8pe Nvidias avanserte brikker<\/a>blir Ascend 910B sett p\u00e5 som et levedyktig alternativ. Teknologiselskapet Baidu, produsenten av Ernie Bot chatbot<\/a>, bestilte 1600 av brikkene tidligere i \u00e5r.<\/p>\n

Ordren er angivelig verdt 450 millioner yuan, eller litt over $61 millioner. Det er en liten br\u00f8kdel av salgsvolumet Nvidia gjorde i Kina inntil nylig, men det kan v\u00e6re et tegn p\u00e5 ting som kommer.<\/p>\n

Andre store selskaper med AI-ambisjoner som Alibaba<\/a> og Tencent<\/a> m\u00e5 ogs\u00e5 vurdere alternativer n\u00e5r deres n\u00e5v\u00e6rende Nvidia-systemer n\u00e5r kapasitetsgrensen. Huaweis Ascend 910B ser ut til \u00e5 v\u00e6re det beste alternativet for \u00f8yeblikket.<\/p>\n

Den kinesiske AI-giganten iFlyTek har jobbet med Huawei for \u00e5 utvikle maskinvare basert p\u00e5 Ascened 910B. Selskapets administrerende direkt\u00f8r Liu Qingfeng sa at Huaweis nye GPU var \"i utgangspunktet den samme som Nvidias A100.\"<\/p>\n

Selv om ingen offisielle tall har blitt offentliggjort, f\u00e5r du her et \u00f8yeblikksbilde av en uoffisiell sammenligning med Nvidias A100.<\/p>\n

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

Ascend 910B-prisen i denne sammenligningen er litt optimistisk og ligger n\u00e6rmere $38 000.<\/p>\n

Analytikere ansl\u00e5r at Kinas marked for AI-brikker er verdt rundt $7 milliarder kroner, s\u00e5 det er mye som taler for at Huawei vil gj\u00f8re ytelsesp\u00e5stander om til referansemerkede fakta.<\/p>\n

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

Da den amerikanske regjeringen \u00f8kte sin eksportkontroll<\/a> av Nvidias AI-brikker var det delvis fordi de fryktet at disse kunne brukes i kinesisk AI-drevet forsvarsteknologi.<\/p>\n

Ved \u00e5 holde tilbake tilgangen til brikkene h\u00e5pet de \u00e5 bremse kinesisk AI-innovasjon. Den utilsiktede konsekvensen av denne politikken er at den kan ha fremskyndet den kinesiske veien mot selvstendighet.<\/p>\n

Huawei har ogs\u00e5 v\u00e6rt et spesifikt m\u00e5l for amerikanske handelsrestriksjoner. Selskapet er oppf\u00f8rt p\u00e5 en svarteliste i det amerikanske handelsdepartementet som hindrer amerikanske selskaper i \u00e5 eksportere til Huawei uten en spesiell lisens.<\/p>\n

Konsekvensen er at Huawei har v\u00e6rt n\u00f8dt til \u00e5 diversifisere leverand\u00f8rbasen sin bort fra amerikanske selskaper og fokusere p\u00e5 \u00e5 utvikle sin egen kompetanse for \u00e5 fylle hullene. I 2021 produserte Huawei sin Kirin 9000-brikke, som var verdens f\u00f8rste 5nm-brikke.<\/p>\n

Huawei har tidligere f\u00e5tt de fleste av sine chip produsert av Taiwan Semiconductor Manufacturing Company (TSMC), verdens st\u00f8rste chipst\u00f8peri.<\/p>\n

Nylige handelsrestriksjoner har tvunget selskapet til \u00e5 begynne \u00e5 bruke Kinas st\u00f8rste chipst\u00f8peri, Semiconductor Manufacturing International Corporation (SMIC), til \u00e5 produsere sine chips. SMIC er fortsatt ikke like avansert som TSMC, men har gjort betydelige fremskritt de siste \u00e5rene.<\/p>\n

AI-kappl\u00f8pet fortsetter, og det ser ut til at Kina avviser USAs fors\u00f8k p\u00e5 \u00e5 bremse det, og blir stadig mer teknologiuavhengig.<\/p>\n

Og siden USA er sv\u00e6rt avhengig av produksjonskapasiteten i Taiwan, ser det ut til at landets AI-overlegenhet er mer utsatt for geopolitiske endringer der enn noen gang.<\/p>","protected":false},"excerpt":{"rendered":"

Eksportrestriksjonene som amerikanske myndigheter har lagt p\u00e5 Nvidia, skaper et klart marked i Kina for Huaweis nye AI-brikker. Huawei utviklet Ascend 910B-brikken som et direkte alternativ til Nvidias popul\u00e6re A100 GPU. Huawei lanserte Ascend 910 i 2018 som det f\u00f8rste trinnet i m\u00e5let om \u00e5 etablere en fullstack AI-portef\u00f8lje. Den oppgraderte Ascend 910B har ikke blitt offisielt lansert, men antas \u00e5 ha datakraft som kan sammenlignes med Nvidias A100, mens den generelle ytelsen fortsatt ligger bak A100. Ettersom kinesiske AI-selskaper ikke lenger kan kj\u00f8pe Nvidias high-end-brikker, 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\/nb\/2023\/11\/huawei-takes-on-nvidia-with-its-own-ai-chips\/\" \/>\n<meta property=\"og:locale\" content=\"nb_NO\" \/>\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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