{"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\/nl\/2023\/11\/huawei-takes-on-nvidia-with-its-own-ai-chips\/","title":{"rendered":"Huawei neemt het op tegen Nvidia met eigen AI-chips"},"content":{"rendered":"

De exportbeperkingen die de Amerikaanse overheid aan Nvidia heeft opgelegd, cre\u00ebren een kant-en-klare markt in China voor de nieuwe AI-chips van Huawei.<\/strong><\/p>\n

Huawei ontwikkelde zijn Ascend 910B-chip als een direct alternatief voor de populaire A100 GPU van Nvidia. Huawei bracht de Ascend 910 in 2018 uit als eerste stap in zijn streven naar een full-stack AI-portfolio.<\/p>\n

De ge\u00fcpgradede Ascend 910B is nog niet officieel gelanceerd, maar er wordt aangenomen dat de rekenkracht vergelijkbaar is met die van Nvidia's A100, terwijl de algehele prestaties nog steeds achterblijven bij die van de A100.<\/p>\n

Chinese AI-bedrijven niet langer de high-end chips van Nvidia kunnen kopen<\/a>wordt de Ascend 910B gezien als een levensvatbaar alternatief. Technologiebedrijf Baidu, maker van de Ernie Bot chatbot<\/a>, bestelde eerder dit jaar 1.600 van de chips.<\/p>\n

De order is naar verluidt 450 miljoen yuan waard, of iets meer dan $61 miljoen. Dat is slechts een fractie van het verkoopvolume dat Nvidia tot voor kort in China behaalde, maar het kan een teken zijn van de dingen die komen gaan.<\/p>\n

Andere grote bedrijven met AI-aspiraties zoals Alibaba<\/a> en Tencent<\/a> zullen ook alternatieven moeten overwegen wanneer hun huidige Nvidia-systemen hun capaciteit bereiken. Huawei's Ascend 910B lijkt voorlopig het beste alternatief.<\/p>\n

De Chinese AI-gigant iFlyTek heeft samengewerkt met Huawei om hardware te ontwikkelen op basis van de Ascened 910B. De CEO van het bedrijf, Liu Qingfeng, zei dat de nieuwe GPU van Huawei \"in principe hetzelfde is als de A100 van Nvidia\".<\/p>\n

Hoewel er geen offici\u00eble cijfers zijn vrijgegeven, volgt hier een momentopname van een onoffici\u00eble vergelijking met de A100 van Nvidia.<\/p>\n

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

De prijs van de Ascend 910B in deze vergelijking is een beetje optimistisch en ligt dichter bij $38,000.<\/p>\n

Analisten schatten dat de Chinese AI-chipmarkt ongeveer $7 miljard waard is, dus er is veel stimulans voor Huawei om prestatieclaims om te zetten in benchmarkfeiten.<\/p>\n

Waren de exportbeperkingen van de VS een goed idee?<\/h2>\n

Toen de Amerikaanse regering haar exportcontroles<\/a> van Nvidia's AI-chips was deels omdat het bang was dat deze gebruikt zouden kunnen worden in Chinese AI-aangedreven verdedigingstechnologie.<\/p>\n

Door geen toegang te geven tot de chips hoopte het de Chinese AI-innovatie af te remmen. Het onbedoelde gevolg van het beleid is dat het de Chinese weg naar zelfredzaamheid kan hebben versneld.<\/p>\n

Huawei is ook een specifiek doelwit geweest van Amerikaanse handelsbeperkingen. Het bedrijf is op een zwarte lijst van het ministerie van Handel geplaatst die Amerikaanse bedrijven verbiedt om zonder speciale vergunning naar Huawei te exporteren.<\/p>\n

Het gevolg is dat Huawei zijn leveranciersbestand heeft moeten diversifi\u00ebren, weg van Amerikaanse bedrijven, en zich heeft moeten richten op het ontwikkelen van zijn eigen capaciteiten om de gaten op te vullen. Huawei produceerde zijn Kirin 9000-chip in 2021, 's werelds eerste 5nm-chip.<\/p>\n

Huawei liet voorheen het merendeel van zijn chips maken door Taiwan Semiconductor Manufacturing Company (TSMC), 's werelds grootste chipgieterij.<\/p>\n

Recente handelsbeperkingen hebben het bedrijf gedwongen om de grootste chipgieterij van China, Semiconductor Manufacturing International Corporation (SMIC), te gaan gebruiken voor de productie van zijn chips. SMIC is nog steeds niet zo geavanceerd als TSMC, maar heeft de afgelopen jaren aanzienlijke vooruitgang geboekt.<\/p>\n

Terwijl de AI-race doorgaat, lijkt het erop dat China de pogingen van de VS om de AI af te remmen van zich afschudt en steeds meer technologie-onafhankelijk wordt.<\/p>\n

En omdat de VS sterk afhankelijk is van de productiecapaciteit in Taiwan, lijkt de AI suprematie meer dan ooit blootgesteld aan geopolitieke verschuivingen daar.<\/p>","protected":false},"excerpt":{"rendered":"

De exportbeperkingen die de Amerikaanse overheid aan Nvidia heeft opgelegd, cre\u00ebren een kant-en-klare markt in China voor de nieuwe AI-chips van Huawei. Huawei ontwikkelde zijn Ascend 910B-chip als een direct alternatief voor Nvidia's populaire A100 GPU. Huawei bracht de Ascend 910 in 2018 uit als eerste stap in zijn streven naar een full-stack AI-portfolio. De ge\u00fcpgradede Ascend 910B is nog niet officieel gelanceerd, maar er wordt aangenomen dat de rekenkracht vergelijkbaar is met de A100 van Nvidia, terwijl de algehele prestaties nog steeds achterblijven bij de A100. Omdat Chinese AI-bedrijven de high-end chips van Nvidia niet langer kunnen kopen, is de 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\/nl\/2023\/11\/huawei-takes-on-nvidia-with-its-own-ai-chips\/\" \/>\n<meta property=\"og:locale\" content=\"nl_NL\" \/>\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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