{"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\/pt\/2023\/11\/huawei-takes-on-nvidia-with-its-own-ai-chips\/","title":{"rendered":"A Huawei enfrenta a Nvidia com os seus pr\u00f3prios chips de IA"},"content":{"rendered":"

As restri\u00e7\u00f5es \u00e0 exporta\u00e7\u00e3o que o governo dos EUA imp\u00f4s \u00e0 Nvidia est\u00e3o a criar um mercado pronto na China para os novos chips de IA da Huawei.<\/strong><\/p>\n

A Huawei desenvolveu o seu chip Ascend 910B como uma alternativa direta \u00e0 popular GPU A100 da Nvidia. A Huawei lan\u00e7ou o Ascend 910 em 2018 como o primeiro passo no seu objetivo de estabelecer um portf\u00f3lio de IA de pilha completa.<\/p>\n

O Ascend 910B atualizado ainda n\u00e3o foi lan\u00e7ado oficialmente, mas pensa-se que ter\u00e1 uma pot\u00eancia de computa\u00e7\u00e3o compar\u00e1vel \u00e0 do A100 da Nvidia, embora o seu desempenho geral ainda esteja aqu\u00e9m do A100.<\/p>\n

Como as empresas chinesas de IA j\u00e1 n\u00e3o pode comprar os chips topo de gama da Nvidia<\/a>O Ascend 910B \u00e9 visto como uma alternativa vi\u00e1vel. A empresa tecnol\u00f3gica Baidu, fabricante do Ernie Bot chatbot<\/a>A empresa de tecnologia de informa\u00e7\u00e3o, Inc., encomendou 1.600 chips no in\u00edcio deste ano.<\/p>\n

A encomenda ter\u00e1 um valor de 450 milh\u00f5es de yuans, ou seja, pouco mais de $61 milh\u00f5es. Trata-se de uma pequena fra\u00e7\u00e3o do volume de vendas que a Nvidia efectuava na China at\u00e9 h\u00e1 pouco tempo, mas pode ser um sinal do que est\u00e1 para vir.<\/p>\n

Outras grandes empresas com aspira\u00e7\u00f5es em mat\u00e9ria de IA, como Alibaba<\/a> e Tencent<\/a> tamb\u00e9m ter\u00e3o de considerar alternativas quando os seus actuais sistemas Nvidia atingirem a capacidade. Para j\u00e1, o Ascend 910B da Huawei parece ser a melhor alternativa.<\/p>\n

A gigante chinesa de IA iFlyTek tem trabalhado com a Huawei para desenvolver hardware baseado no Ascened 910B. O CEO da empresa, Liu Qingfeng, disse que a nova GPU da Huawei era \"basicamente a mesma que a A100 da Nvidia\".<\/p>\n

Embora n\u00e3o tenham sido divulgados dados oficiais, aqui est\u00e1 um instant\u00e2neo de uma compara\u00e7\u00e3o n\u00e3o oficial com o A100 da Nvidia.<\/p>\n

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

O pre\u00e7o do Ascend 910B nesta compara\u00e7\u00e3o \u00e9 um pouco otimista e est\u00e1 mais pr\u00f3ximo de $38.000.<\/p>\n

Os analistas estimam que o mercado chin\u00eas de chips de IA valha cerca de $7 mil milh\u00f5es, pelo que h\u00e1 um grande incentivo para a Huawei transformar as reivindica\u00e7\u00f5es de desempenho em factos de refer\u00eancia.<\/p>\n

As restri\u00e7\u00f5es \u00e0 exporta\u00e7\u00e3o dos EUA foram uma boa ideia?<\/h2>\n

Quando o governo dos EUA aumentou a sua controlos das exporta\u00e7\u00f5es<\/a> dos chips de IA da Nvidia foi, em parte, por recear que estes pudessem ser utilizados na tecnologia de defesa chinesa baseada em IA.<\/p>\n

Ao recusar o acesso aos chips, a Comiss\u00e3o esperava abrandar a inova\u00e7\u00e3o chinesa no dom\u00ednio da IA. A consequ\u00eancia n\u00e3o intencional desta pol\u00edtica \u00e9 que pode ter acelerado o caminho chin\u00eas para a autossufici\u00eancia.<\/p>\n

A Huawei tem sido tamb\u00e9m um alvo espec\u00edfico das restri\u00e7\u00f5es comerciais dos EUA. Foi colocada numa lista negra do Departamento do Com\u00e9rcio que pro\u00edbe as empresas americanas de exportar para a Huawei sem uma licen\u00e7a especial.<\/p>\n

A consequ\u00eancia \u00e9 que a Huawei teve de diversificar a sua base de fornecedores, afastando-se das empresas norte-americanas e concentrando-se no desenvolvimento das suas pr\u00f3prias capacidades para colmatar as lacunas. Nomeadamente, a Huawei produziu o seu chip Kirin 9000 em 2021, que foi o primeiro chip de 5 nm do mundo.<\/p>\n

Anteriormente, a Huawei tinha a maioria dos seus chips fabricados pela Taiwan Semiconductor Manufacturing Company (TSMC), a maior fundi\u00e7\u00e3o de chips do mundo.<\/p>\n

As recentes restri\u00e7\u00f5es comerciais obrigaram-na a come\u00e7ar a utilizar a maior fundi\u00e7\u00e3o de chips da China, a Semiconductor Manufacturing International Corporation (SMIC), para fabricar os seus chips. A SMIC ainda n\u00e3o est\u00e1 t\u00e3o avan\u00e7ada como a TSMC, mas registou progressos significativos nos \u00faltimos anos.<\/p>\n

\u00c0 medida que a corrida \u00e0 IA continua, parece que a China est\u00e1 a ignorar as tentativas dos EUA de a abrandar e est\u00e1 a tornar-se cada vez mais independente em termos tecnol\u00f3gicos.<\/p>\n

E como os EUA dependem fortemente das capacidades de fabrico de Taiwan, a sua supremacia em mat\u00e9ria de IA parece estar mais exposta do que nunca \u00e0s mudan\u00e7as geopol\u00edticas nesse pa\u00eds.<\/p>","protected":false},"excerpt":{"rendered":"

As restri\u00e7\u00f5es \u00e0 exporta\u00e7\u00e3o que o governo dos EUA imp\u00f4s \u00e0 Nvidia est\u00e3o a criar um mercado pronto na China para os novos chips de IA da Huawei. A Huawei desenvolveu o seu chip Ascend 910B como uma alternativa direta \u00e0 popular GPU A100 da Nvidia. A Huawei lan\u00e7ou o Ascend 910 em 2018 como o primeiro passo em seu objetivo de estabelecer um portf\u00f3lio de IA de pilha completa. O Ascend 910B atualizado n\u00e3o foi lan\u00e7ado oficialmente, mas acredita-se que tenha um poder de computa\u00e7\u00e3o compar\u00e1vel ao A100 da Nvidia, embora seu desempenho geral ainda fique atr\u00e1s do A100. Como as empresas chinesas de IA j\u00e1 n\u00e3o podem comprar os chips topo de gama da Nvidia, o Ascend 910B \u00e9<\/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\/pt\/2023\/11\/huawei-takes-on-nvidia-with-its-own-ai-chips\/\" \/>\n<meta property=\"og:locale\" content=\"pt_PT\" \/>\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. Huawei developed its Ascend 910B chip as a direct alternative to Nvidia\u2019s popular A100 GPU. Huawei released the Ascend 910 in 2018 as the first step in its aim to establish a full-stack AI portfolio. The upgraded Ascend 910B hasn\u2019t been officially launched but is believed to have computing power comparable to Nvidia\u2019s A100 while its overall performance still lags behind the A100. As Chinese AI companies can no longer buy Nvidia\u2019s high-end chips, the Ascend 910B is\" \/>\n<meta property=\"og:url\" content=\"https:\/\/dailyai.com\/pt\/2023\/11\/huawei-takes-on-nvidia-with-its-own-ai-chips\/\" \/>\n<meta property=\"og:site_name\" content=\"DailyAI\" \/>\n<meta property=\"article:published_time\" content=\"2023-11-08T09:15:56+00:00\" \/>\n<meta property=\"og:image\" content=\"https:\/\/dailyai.com\/wp-content\/uploads\/2023\/11\/Huawei-chips.jpg\" \/>\n\t<meta property=\"og:image:width\" content=\"1000\" \/>\n\t<meta property=\"og:image:height\" content=\"667\" \/>\n\t<meta property=\"og:image:type\" content=\"image\/jpeg\" \/>\n<meta name=\"author\" content=\"Eugene van der Watt\" \/>\n<meta name=\"twitter:card\" content=\"summary_large_image\" \/>\n<meta name=\"twitter:creator\" content=\"@DailyAIOfficial\" \/>\n<meta name=\"twitter:site\" content=\"@DailyAIOfficial\" \/>\n<meta name=\"twitter:label1\" content=\"Escrito por\" \/>\n\t<meta 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