Latest news with #Ascend910B
Yahoo
27-05-2025
- Business
- Yahoo
Nvidia (NVDA) to Launch Cheaper AI Chip in China to Bypass Export Curbs
Nvidia (NVDA, Financials) is preparing to launch a lower-cost AI chip for the Chinese market, with mass production expected as early as June, according to a Reuters report citing unnamed sources. The new Blackwell-architecture GPU will be priced between $6,500 and $8,000significantly cheaper than the recently banned H20 model, which sold for $10,000 to $12,000. Warning! GuruFocus has detected 3 Warning Signs with NVDA. The upcoming chip will use conventional GDDR7 memory and omit advanced packaging from Taiwan Semiconductor Manufacturing Co., allowing it to comply with tightened U.S. export restrictions that limit GPU memory bandwidth. The updated design aims to deliver around 1.7 terabytes per second of bandwidth, just under the regulatory cap. China accounted for 13% of Nvidia's revenue last fiscal year, but its local market share has dropped from 95% in 2022 to roughly 50% after U.S. sanctions. Nvidia's CEO Jensen Huang said further restrictions could drive more customers to Chinese rivals like Huawei, which produces the Ascend 910B chip. Despite reduced performance compared to the H20, Nvidia's software stack and CUDA platform may help preserve its edge. A second Blackwell-based chip for China is also in development and could enter production by September. This article first appeared on GuruFocus. Sign in to access your portfolio
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First Post
15-05-2025
- Business
- First Post
Trump's new salvo at China: Using Huawei's chips 'anywhere in the world' violates US export controls
US has warned that any company using Huawei-made artificial intelligence chips anywhere in the world could attract criminal penalties for potentially violating US export controls read more US President Donald Trump's administration has warned that any company using Huawei-made artificial intelligence chips anywhere in the world could attract criminal penalties for potentially violating US export controls. The directive from the US Commerce Department is supported by the notion that Huawei chips, especially Ascend 910B, 910C and 910D, are made using US technology. The department's Bureau of Industry and Security clarified Tuesday (May 13) that the new measure was part of the administration's more stringent approach to foreign AI chips. It is to be noted that the bureau has not issued any rule but has merely widened the interpretation of US export controls. STORY CONTINUES BELOW THIS AD 'The guidance is not a new control, but rather a public confirmation of an interpretation that even the mere use anywhere by anyone of a Huawei-designed advanced computing [integrated circuit] would violate export control rules,' Kevin Wolf, a veteran export control lawyer at Akin Gump, was quoted as saying by Financial Times. Which Huawei chips are targeted by US? According to the Trump administration, Huawei Ascend chips — the 910B, 910C and 910D — are subject to the guidelines. It maintains that these chips have been 'designed with certain US software or technology or produced with semiconductor manufacturing equipment that is the direct produce of certain US-origin software or technology, or both'. The punitive measure against the Chinese chip giant comes as policymakers in Washington have been left stunned by the pace Huawei developed these chips and started delivering advanced AI chip 'clusters' to clients in China. Threat to Nvidia Huawei claims its advanced AI chip cluster outperforms the comparable product made by US rival Nvidia. The Chinese system is made up of a large number of 910C chips. While these chips may not be able to match the performance of Nvidia chips individually, Huawei claims the chip cluster may offer superior performance collectively. US alarmed There is increasing concern in the US that China's leading AI company might soon sell AI processors in China and abroad, competing with products from Nvidia and other American companies. Last month, Nvidia's CEO Jensen Huang described Huawei as 'one of the most formidable technology companies in the world' and mentioned that US policies should support his company in competing globally. The announcement coincided with Trump's visit to Saudi Arabi a, where he revealed several deals, including a promise by the kingdom's new state-owned AI company, Humain, to build AI infrastructure using hundreds of thousands of Nvidia chips.
Sustainability Times
05-05-2025
- Business
- Sustainability Times
Trump Blocks Chip Exports Again: China Furious as 2019 Trade War Tactics Return and Ignite Explosive Tech Breakaway
IN A NUTSHELL 🚫 Trump's Ban on advanced AI chip exports to China aims to curb China's technological rise but has paradoxically fueled its self-reliance. on advanced AI chip exports to China aims to curb China's technological rise but has paradoxically fueled its self-reliance. 🌐 Over six years, China has developed a self-sufficient tech ecosystem , with companies like Huawei and ByteDance leading the way in innovation. , with companies like Huawei and ByteDance leading the way in innovation. 🔗 The move has accelerated a technological decoupling between the U.S. and China, leading to divergent tech philosophies and ecosystems. between the U.S. and China, leading to divergent tech philosophies and ecosystems. 💡 Sanctions intended to weaken China have instead strengthened its resolve, pushing it toward greater independence and potential future dominance. On April 16, 2025, a significant geopolitical move took place as Donald Trump announced a ban on exporting advanced AI chips to China. This decision reignited strategies from 2019, aiming to curb China's technological rise. However, such measures have ironically propelled China toward greater technological independence. This article delves into the implications of this decision, exploring how China's tech landscape has evolved and what this means for the global tech race. Trump's Renewed Strategy: A Historical Context Donald Trump's announcement to ban the export of advanced AI chips like Nvidia's H20 and AMD's MI308 to China marks a continuation of a strategy first initiated in 2019. Back then, the blacklisting of Huawei was a critical move in the trade war, designed as a national security measure to prevent China from gaining an edge in tech innovation. The goal was clear: hinder China's technological advancements and maintain U.S. supremacy in technology. Despite the aggressive stance, these restrictions have not yielded the intended impact. Instead of slowing down, China has accelerated its development of a self-sufficient tech ecosystem. By cutting off China from crucial technologies, the U.S. inadvertently fueled a drive for technological independence in Beijing. This paradox underlines the complexity of international tech policies and their unforeseen consequences. 'Robots are the new arms race': Tesla and Boston Dynamics push Trump for a titanic plan to beat China's unstoppable AI army China's Technological Resilience and Growth The export ban has had an unintended consequence: catalyzing China's tech industry to achieve remarkable levels of self-reliance. Over the past six years, China has established a comprehensive ecosystem encompassing chip design, software development, data management, and AI modeling. Companies like Huawei are now designing their own GPUs, while SMIC is mass-producing the Ascend 910B chip. ByteDance is deploying robust AI solutions, and DeepSeek models are now competing with American tech giants. This strategic shift has not only bolstered China's tech capabilities but has also highlighted a significant divergence in technological philosophies. The U.S. remains committed to a proprietary model, focusing on exclusivity and licensing. In contrast, China emphasizes open-source development, shared resources, and large-scale innovation. This divergence underscores a fundamental shift in global tech dynamics, as China adapts and thrives under pressure. 'Unstoppable force meets its match': Next gen US missile defense obliterates elusive hypersonic threats with precision Decoupling and Its Broader Implications The decision to ban chip exports has accelerated a technological decoupling between the U.S. and China. As China explores alternatives to Western technologies, it is venturing into new territories, such as bismuth-based GPUs and non-silicon circuits. These technologies are developed independently and boast competitive performance metrics compared to their Western counterparts. Meanwhile, the U.S. is pursuing industrial relocations to mitigate reliance on Chinese manufacturing—a process that demands substantial investment and time, amidst a shortage of skilled labor. This bifurcation of tech ecosystems raises critical questions about the future of global innovation and economic dependencies. The strategic decoupling may lead to two parallel tech worlds, each evolving under different principles and constraints. '$1 Million Dinner Changed Everything': Trump Freezes NVIDIA H20 Chip Export Ban, Shocking Global Tech and Defense Sectors The Paradox of Sanctions: Strengthening the Adversary While each sanction appears to undermine China, it often strengthens its resolve and autonomy. The April 16 decision has not stunted Chinese innovation; instead, it has motivated China to become self-reliant. This resilience poses a potential threat to U.S. technological dominance, as China may soon surpass traditional tech frameworks and create groundbreaking advancements. Ultimately, the move to restrict technology exports may backfire, as it encourages China to innovate independently and potentially replace existing technologies with superior alternatives. This scenario prompts a reevaluation of sanction-based strategies, as they may not only fail to achieve their objectives but also inadvertently empower the very competitors they aim to weaken. The geopolitical landscape of technology is rapidly evolving, with significant implications for global power dynamics. As China continues to build its technological fortress, the world must ponder the long-term effects of these strategic decisions. Could the pursuit of self-sufficiency lead to a more balanced global tech ecosystem, or will it further divide the world's technological landscape? How will other nations navigate this shifting terrain in their quests for innovation and security? Did you like it? 4.3/5 (21)
First Post
01-05-2025
- Business
- First Post
Huawei's New AI Chip: A Real Threat to NVIDIA? Vantage with Palki Sharma
Huawei's New AI Chip: A Real Threat to NVIDIA? | Vantage with Palki Sharma | N18G Huawei's New AI Chip: A Real Threat to NVIDIA? | Vantage with Palki Sharma | N18G NVIDIA dominates the AI chip world, powering everything from smarter chatbots to faster self-driving cars — and it's now worth over $2.8 trillion. But behind China's Great Firewall, a challenge is brewing. Huawei is testing a new AI chip — the Ascend 910B — aiming to rival NVIDIA's mighty H100. Despite U.S. sanctions and technical hurdles, China is pouring resources into building its own AI future. Is Huawei's move symbolic, or the start of something bigger? Palki Sharma tells you. See More
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First Post
29-04-2025
- Business
- First Post
China's DeepSeek is ready with version 2. What to expect
Chinese media reports claim that DeepSeek R2 will be 97.3 per cent cheaper than OpenAI's GPT-4o model. The new version of the artificial intelligence model will completely rely on Huawei's Ascend 910B GPU cluster, signalling a total independence from American-made AI chips read more Globally, DeepSeek has faced increasing scrutiny since its release in January. Although the tool gained initial acclaim for its efficient open-source AI model, governments have raised red flags over its data practices. Image Credit: Reuters DeepSeek, the Chinese tech giant that turned around the US stock market a couple of months ago, is ready with an advanced model to be released this week. DeepSeek R2 will reportedly be cheaper and better, giving tough competition to ChatGPT's maker OpenAI. Chinese media reports claim that DeepSeek R2 will be 97.3 per cent cheaper than OpenAI's GPT-4o model. The new version of the artificial intelligence model will completely rely on Huawei's Ascend 910B GPU cluster, signalling a total independence from American-made AI chips. STORY CONTINUES BELOW THIS AD How will it be different? Market analysts noted on X that if the new DeepSeek model matches rival performance on global benchmarks, DeepSeek could position Huawei as the first major challenger to NVIDIA. The earlier model released by the Hangzhou-based AI startup had triggered a massive sell-off in US stock markets, erasing $1.5 trillion in value and causing sharp declines in the shares of tech giants such as NVIDIA, Alphabet, and Microsoft. DeepSeek is also planning to dethrone Meta in dominating the open-source AI category by making its own models free to use. This comes ahead of OpenAI's plan to release its first open-source model soon. DeepSeek R2 is expected to be similar in scale to OpenAI's largest model to date, GPT-4.5 (code-named Orion), which has 1.8 trillion parameters. In comparison, DeepSeek R2 is projected to feature 1.2 trillion parameters and will be trained on 5.2 petabytes of data. Alibaba joins the AI game China is readying itself to join the AI race. Earlier today, Tech giant Alibaba Group has joined the AI race after launching its artificial intelligence model Qwen 3, an upgraded version of its flagship model that is equipped with new hybrid reasoning capabilities. The Qwen3 series features two mixture-of-experts (MoE) models designed to compete with hybrid reasoning systems, recently launched by Anthropic and Google, a subsidiary of Alphabet. Earlier this year, Alibaba announced its full commitment to the AI race and, just weeks ago, released a new model from its Qwen 2.5 series capable of processing text, images, audio, and video. The model is efficient enough to run on smartphones and laptops, and in March, the company also introduced an updated version of its AI assistant, the Quark app.
