Latest news with #CloudMatrix384
Business Insider
29-07-2025
- Business
- Business Insider
Huawei Unveils AI Supercomputer to Replace Nvidia in China's Data Centers
Huawei Technologies has introduced the CloudMatrix 384 at the World Artificial Intelligence Conference 2025 in Shanghai. We're talking about a new AI supercomputing system built with 384 Ascend 910C processors. The company says the system delivers double the computing power of Nvidia's (NVDA) GB200 NVL72. Elevate Your Investing Strategy: Take advantage of TipRanks Premium at 50% off! Unlock powerful investing tools, advanced data, and expert analyst insights to help you invest with confidence. Huawei's system uses a peer-to-peer architecture connected through an optical interconnect backbone. This design enables high-speed, low-latency data transfers across 16 racks. Each rack includes 32 AI chips, and the system uses more than 6,900 optical transceivers to reach an internal bandwidth of over 5.5 petabits per second. The CloudMatrix 384 also includes 49.2 terabytes of high-bandwidth memory, more than three times the amount of memory found in Nvidia's comparable platform. Memory bandwidth exceeds 1,200 terabytes per second, which is more than double what Nvidia offers. However, the system uses about four times more power, at 559 kilowatts. U.S. Curbs Fuel Huawei's Rise in China Due to U.S. export controls, Nvidia is barred from selling advanced AI chips, such as the H100 and Blackwell, to Chinese firms. These rules have opened the door for Huawei to expand its domestic market share. Analysts expect Huawei's share of China's AI chip market to grow from 23% to 28% in 2025. China's total AI chip spending is projected to reach between $36 billion and $39.5 billion this year. Broader capital expenditures in AI infrastructure, including data centers and servers, are expected to total about $91 billion. Major Chinese companies such as Alibaba (BABA) and ByteDance are investing heavily in AI computing. Despite Huawei's performance gains, its products are unlikely to compete outside China. The U.S. Commerce Department has warned that using Huawei's Ascend chips in global markets could violate export laws. This limits Huawei's reach and helps preserve Nvidia's position in international markets. Nvidia Still Leads the Global Market For now, Nvidia maintains its lead outside of China. Still, investors may want to watch China's domestic developments. Huawei's progress shows how export policy is shaping the AI supply chain across global regions. Nvidia's stock has remained strong despite restrictions. According to TipRanks' data, the stock holds a Smart Score of 8 and a strong buy Consensus among Wall Street analysts. Investor focus may remain on Nvidia's global data center exposure, though China's rising chip self-sufficiency is becoming harder to ignore. What Is the NVDA Stock Price Target? On the Street, Nvidia boasts a Strong Buy consensus, with an average NVDA stock price target of $184.91. This implies a 6.58% upside.
Yahoo
28-07-2025
- Business
- Yahoo
Huawei Unveils AI System to Challenge Nvidia's Flagship Model
At the World Artificial Intelligence Conference, Huawei Technologies showed out its CloudMatrix 384 system, which they made a great deal out of. This system is made to do a lot of AI calculations quickly. The company is advertising the new device as a direct competitor to Nvidia's (NVDA, Financials) GB200 NVL72. Warning! GuruFocus has detected 5 Warning Signs with NVDA. The CloudMatrix 384 system features 384 of Huawei's Ascend 910C chips, yet Nvidia's top product has only 72 chips. SemiAnalysis, a company that studies semiconductors, says that the architecture lets the system perform better overall, even though the per-chip measurements are lower. Dylan Patel of SemiAnalysis said in April that Huawei's design choices, like its supernode chip networking technology, could give them an advantage in performance. Zhang Pingan, the CEO of Huawei Cloud, announced in June that the system is already running on Huawei's cloud platform. The launch underscores how significant Huawei is becoming in China's AI chip business, especially since the U.S. has limited exports. In May, Jensen Huang, the CEO of Nvidia, told Bloomberg that Huawei was moving quite fast. He used the CloudMatrix project as an example. Experts in the area think that Huawei's system is a strategic effort to make the company less dependent on other companies for AI infrastructure, which is vital for China's bigger tech aspirations. This article first appeared on GuruFocus.
Time of India
28-07-2025
- Business
- Time of India
Chinese company banned in America launches rival to Nvidia's most-advanced chip; read Nvidia CEO Jensen Huang's 'warning'
Jensen Huang added that there's something unique about well-structured, mid-sized teams when given the right resources Huawei Technologies unveiled its CloudMatrix 384 AI computing system, positioning it as a strong rival to Nvidia 's top-tier GB200 NVL72 . The company showcased the chips at the recent World Artificial Intelligence Conference (WAIC) in Shanghai, China. Announced in April, CloudMatrix 384 has garnered global interest for its competitive edge. Huawei has become widely regarded as China's most promising domestic supplier of chips essential for AI development, even though the company faces U.S. export restrictions. What Nvidia CEO Jensen Huang said on Huawei Nvidia CEO Jensen Huang had spoken about Huawei's rapid progress earlier this year, citing CloudMatrix as a key example. Huang had also warned the US about imposing restrictions on China. If the US continues to impose AI semiconductor restrictions on China, then Huawei will take advantage of its position, Nvidia CEO Jensen Huang told CNBC in June. 'Our technology is a generation ahead of theirs,' Huang remarked at the sidelines of the Viva Technology conference in Paris. He further warned that: 'If the United States doesn't want to partake, participate in China, Huawei has got China covered, and Huawei has got everybody else covered.' In the face of U.S. export curbs that restrict Chinese companies from buying advanced semiconductors used in the development of AI, Beijing has focused on nurturing Chinese companies such as Huawei in a bid to build its own AI chip ecosystem. by Taboola by Taboola Sponsored Links Sponsored Links Promoted Links Promoted Links You May Like Your Finger Shape Says a Lot About Your Personality, Read Now Tips and Tricks Undo Huang added that it was crucial that AI developers around the world build on the American technology stack — or layers of technology — not that of China's. Experts see Huawei chip surpassing Huawei Industry expert Dylan Patel of SemiAnalysis noted in April that Huawei's AI system could surpass Nvidia's offerings. The system integrates 384 of Huawei's 910C chips, reportedly outperforming Nvidia's 72 B200 chip-based GB200 NVL72 in certain metrics, thanks to Huawei's advanced system design and 'supernode' architecture for high-speed chip interconnectivity. AI Masterclass for Students. Upskill Young Ones Today!– Join Now
Time of India
28-07-2025
- Business
- Time of India
Huawei shows off AI computing system to rival Nvidia's top product
China's Huawei Technologies showed off an AI computing system on Saturday that one industry expert has said rivals Nvidia's most advanced offering, as the Chinese technology giant seeks to capture market share in the country's growing artificial intelligence sector. The CloudMatrix 384 system made its first public debut at the World Artificial Intelligence Conference (WAIC), a three-day event in Shanghai where companies showcase their latest AI innovations, drawing a large crowd to the company's booth. The system has drawn close attention from the global AI community since Huawei first announced it in April. Industry analysts view it as a direct competitor to Nvidia's GB200 NVL72, the U.S. chipmaker's most advanced system-level product currently available in the market. Dylan Patel, founder of semiconductor research group SemiAnalysis, said in an April article that Huawei now had AI system capabilities that could beat Nvidia. Huawei staff at its WAIC booth declined to comment when asked to introduce the CloudMatrix 384 system. A spokesperson for Huawei did not respond to questions. Huawei has become widely regarded as China's most promising domestic supplier of chips essential for AI development, even though the company faces US export restrictions. Nvidia CEO Jensen Huang told Bloomberg in May that Huawei had been "moving quite fast" and named the CloudMatrix as an example. The CloudMatrix 384 incorporates 384 of Huawei's latest 910C chips and outperforms Nvidia's GB200 NVL72 on some metrics, which uses 72 B200 chips, according to SemiAnalysis. The performance stems from Huawei's system design capabilities, which compensate for weaker individual chip performance through the use of more chips and system-level innovations, SemiAnalysis said. Huawei says the system uses "supernode" architecture that allows the chips to interconnect at super-high speeds and in June, Huawei Cloud CEO Zhang Pingan said the CloudMatrix 384 system was operational on Huawei's cloud platform.
India.com
28-07-2025
- Business
- India.com
China AI companies form Alliances to foster domestic ecosystem, US restrictions likely to…
Beijing: Artificial intelligence (AI) companies in China have declared two new industry alliances with the aim to reduce dependency on foreign technology by developing a domestic ecosystem. They further aim to cope with the US export restrictions on advanced Nvidia chipsets. These announcements were strategically timed to align with the 3-day World Artificial Intelligence Conference taking place in Shanghai. A variety of new products were also showcased in this conference including an AI computing system by Huawei, which experts say competes with Nvidia's top-tier solution, as well as consumer-friendly products such as several kinds of digital AI glasses. Bringing together China's leading AI chip producers and LLM developers, the 'Model-Chip Ecosystem Innovation Alliance' aims to foster collaboration. Zhao Lidong, the CEO of Enflame (one of the participating chipmakers) said, 'This is an innovative ecosystem that connects the complete technology chain from chips to models to infrastructure' Other Key Producers Stance Other key Graphic Processing Units producers participating in the alliance include Huawei, Biren, and Moore Threads. These have been severely hit by U.S. sanctions as it blocks them from purchasing advanced tech made with U.S. The alliance was announced by StepFun, an LLM developer. Another alliance, The Shanghai General Chamber of Commerce has also launched an AI Committee that aims to 'promote the deep integration of AI technology and industrial transformation.' Other participants sanctioned by the US such as SenseTime, has pivoted from facial recognition technology to LLMs. Others are StepFun and another LLM developer, MiniMax, as well as chipmakers Metax and Iluvatar CoreX. The highlight of the conference and the most talked about product remains the CloudMatrix 384 by Huawei that incorporates 384 of its latest 910C chips and outperforms Nvidia's GB200 NVL72 on some metrics, according to U.S. research firm SemiAnalysis.
