Latest news with #GB200NVL72
Indian Express
14 hours ago
- Business
- Indian Express
Huawei chips are one generation behind US but firm finding workarounds, CEO says
Huawei Technologies' chips are one generation behind those of U.S. peers but the firm is finding ways to improve performance through methods such as cluster computing, Chinese state media quoted CEO Ren Zhengfei as saying on Tuesday. The chipmaker invests 180 billion yuan ($25.07 billion) in research annually and sees promise in compound chips – chips made from multiple elements – Ren said in an interview with the People's Daily newspaper of the governing Communist Party. There is 'no need to worry about the chip problem', Ren said, addressing concerns stemming from U.S. export controls. The article, published on the front page of the newspaper, come as top U.S. and Chinese officials are set to resume trade talks for a second day in London where topics such U.S. tech restrictions on China are expected to be discussed. Since 2019, a slew of U.S. export curbs, aimed at curbing China's technological and military advancements, have restricted Huawei and other Chinese firms from accessing high-end chips and the equipment needed to produce them from abroad. Ren's comments are the first ever from him or Huawei about the company's advanced chipmaking efforts, which have become a flashpoint in U.S.-China tensions. Huawei is just one of many Chinese chipmakers, Ren said in the interview, adding: 'The United States has exaggerated Huawei's achievements. Huawei is not that great. We have to work hard to reach their evaluation.' 'Our single chip is still behind the U.S. by a generation. We use mathematics to supplement physics, non-Moore's law to supplement Moore's law and cluster computing to supplement single chips and the results can also achieve practical conditions. Software is not a bottleneck for us,' he said. Cluster computing is when multiple computers work together. Moore's law refers to the speed of chip advancement. Huawei's Ascend series of AI chips compete in China with offerings from Nvidia, the global leader in AI chips. The U.S. commerce department last month said the use of Ascend chips would be a violation of export controls. Nvidia's AI chips are more powerful than Huawei's but the company has been barred by Washington from selling its most sophisticated chips to China, causing it to lose significant market share to Huawei. In April, Huawei launched 'AI CloudMatrix 384', a system that links 384 Ascend 910C chips in a cluster that companies can use to train AI models, which has been described by analysts as able to outperform Nvidia's GB200 NVL72 system on some metrics. Dylan Patel, founder of semiconductor research group SemiAnalysis, said in an article that month that it meant that Huawei and China now had AI system capabilities that could beat Nvidia. Nvidia and the U.S. commerce department did not immediately respond to a request for comment on Ren's remarks. Ren also said about a third of Huawei's annual research spending went to theoretical research while the rest was spent on product research and development. 'Without theory, there will be no breakthroughs, and we will not catch up with the United States.' ($1 = 7.1802 Chinese yuan)
Yahoo
15 hours ago
- Business
- Yahoo
Huawei chips are one generation behind US but firm finding workarounds, CEO says
By Brenda Goh BEIJING (Reuters) -Huawei Technologies' chips are one generation behind those of U.S. peers but the firm is finding ways to improve performance through methods such as cluster computing, Chinese state media quoted CEO Ren Zhengfei as saying on Tuesday. The chipmaker invests 180 billion yuan ($25.07 billion) in research annually and sees promise in compound chips - chips made from multiple elements - Ren said in an interview with the People's Daily newspaper of the governing Communist Party. There is "no need to worry about the chip problem", Ren said, addressing concerns stemming from U.S. export controls. The article, published on the front page of the newspaper, come as top U.S. and Chinese officials are set to resume trade talks for a second day in London where topics such U.S. tech restrictions on China are expected to be discussed. Since 2019, a slew of U.S. export curbs, aimed at curbing China's technological and military advancements, have restricted Huawei and other Chinese firms from accessing high-end chips and the equipment needed to produce them from abroad. Ren's comments are the first ever from him or Huawei about the company's advanced chipmaking efforts, which have become a flashpoint in U.S.-China tensions. Huawei is just one of many Chinese chipmakers, Ren said in the interview, adding: "The United States has exaggerated Huawei's achievements. Huawei is not that great. We have to work hard to reach their evaluation." "Our single chip is still behind the U.S. by a generation. We use mathematics to supplement physics, non-Moore's law to supplement Moore's law and cluster computing to supplement single chips and the results can also achieve practical conditions. Software is not a bottleneck for us," he said. Cluster computing is when multiple computers work together. Moore's law refers to the speed of chip advancement. HUAWEI'S LAUNCHES Huawei's Ascend series of AI chips compete in China with offerings from Nvidia, the global leader in AI chips. The U.S. commerce department last month said the use of Ascend chips would be a violation of export controls. Nvidia's AI chips are more powerful than Huawei's but the company has been barred by Washington from selling its most sophisticated chips to China, causing it to lose significant market share to Huawei. In April, Huawei launched "AI CloudMatrix 384", a system that links 384 Ascend 910C chips in a cluster that companies can use to train AI models, which has been described by analysts as able to outperform Nvidia's GB200 NVL72 system on some metrics. Dylan Patel, founder of semiconductor research group SemiAnalysis, said in an article that month that it meant that Huawei and China now had AI system capabilities that could beat Nvidia. Nvidia and the U.S. commerce department did not immediately respond to a request for comment on Ren's remarks. Ren also said about a third of Huawei's annual research spending went to theoretical research while the rest was spent on product research and development. "Without theory, there will be no breakthroughs, and we will not catch up with the United States." ($1 = 7.1802 Chinese yuan)
Yahoo
a day ago
- Business
- Yahoo
CoreWeave, Inc. (CRWV): A Bull Case Theory
We came across a bullish thesis on CoreWeave, Inc. (CRWV) on Outperforming the Market's Substack by Simple Investing. In this article, we will summarize the bulls' thesis on CRWV. CoreWeave, Inc. (CRWV)'s share was trading at $ 135.05 as of 5th June. A scientist at a computer station, surrounded by a neural network of artificial intelligence code. CoreWeave's IPO has become one of the most closely watched in recent memory, offering a rare inside look into the infrastructure powering today's AI revolution. Originally founded as The Atlantic Crypto Corporation in 2017, the company pivoted from crypto mining to GPU-based cloud computing in 2022, just as demand for accelerated AI workloads began to explode. This well-timed shift has fueled explosive growth, with revenue soaring from $20 million in 2022 to $1.9 billion in 2024. CoreWeave now operates 32 data centers with over 250,000 Nvidia GPUs and more than 360 MW of active power, enabling it to serve top-tier clients such as OpenAI, Microsoft, Meta, Cohere, and Mistral. Its vertically integrated, Kubernetes-native platform is purpose-built for AI and delivers significantly higher performance, including up to 20% better Model FLOPS Utilization than legacy hyperscalers. Deeply tied to Nvidia—its largest partner and shareholder with a 5% stake—CoreWeave is often first to bring new GPU architectures like the H200 and GB200 NVL72 to market. While this relationship gives CoreWeave a competitive edge, it also presents concentration risks, as all current customer contracts mandate Nvidia hardware. Its business model centers on long-term, take-or-pay contracts averaging four years in duration, with 96% of 2024 revenue underpinned by these commitments. Customers prepay before CoreWeave installs capacity, derisking its growth. Now publicly listed, CoreWeave represents a compelling lens into the evolving AI infrastructure stack, combining purpose-built architecture, strategic alignment with Nvidia, and financial predictability, making it a cornerstone player in the AI economy. While CrowdStrike (CRWD) faces scrutiny over its elevated valuation and operational headwinds, CoreWeave (CRWV) offers a contrasting AI infrastructure bet rooted in explosive growth and Nvidia alignment. Both are central to the AI narrative—CRWD on the security front and CRWV on the compute backbone—but CoreWeave's take-or-pay contracts and visibility into future revenues provide a level of financial derisking not currently seen in CRWD's high-multiple, sentiment-sensitive profile. Previously, we covered a on CrowdStrike (CRWD) by Stock Whisperer on Substack in May 2025, pointing to bearish technicals, workforce reductions, and sentiment risk. While both highlight valuation concerns, Stock Whisperer adds near-term catalysts for caution, framing CRWD as vulnerable despite its long-term strength. Viewed together, CRWD and CRWV offer a study in contrasting AI exposure—mature cybersecurity versus hyper-growth infra. CoreWeave, Inc. (CRWV) is not on our list of the 30 Most Popular Stocks Among Hedge Funds. As per our database, 36 hedge fund portfolios held CRWV at the end of the first quarter which was 0 in the previous quarter. While we acknowledge the risk and potential of CRWV as an investment, our conviction lies in the belief that some AI stocks hold greater promise for delivering higher returns and have limited downside risk. If you are looking for an extremely cheap AI stock that is also a major beneficiary of Trump tariffs and onshoring, see our free report on the best short-term AI stock. READ NEXT: 8 Best Wide Moat Stocks to Buy Now and 30 Most Important AI Stocks According to BlackRock. Disclosure: None. This article was originally published at Insider Monkey. Sign in to access your portfolio
Yahoo
a day ago
- Business
- Yahoo
CoreWeave, Inc. (CRWV): A Bull Case Theory
We came across a bullish thesis on CoreWeave, Inc. (CRWV) on Outperforming the Market's Substack by Simple Investing. In this article, we will summarize the bulls' thesis on CRWV. CoreWeave, Inc. (CRWV)'s share was trading at $ 135.05 as of 5th June. A scientist at a computer station, surrounded by a neural network of artificial intelligence code. CoreWeave's IPO has become one of the most closely watched in recent memory, offering a rare inside look into the infrastructure powering today's AI revolution. Originally founded as The Atlantic Crypto Corporation in 2017, the company pivoted from crypto mining to GPU-based cloud computing in 2022, just as demand for accelerated AI workloads began to explode. This well-timed shift has fueled explosive growth, with revenue soaring from $20 million in 2022 to $1.9 billion in 2024. CoreWeave now operates 32 data centers with over 250,000 Nvidia GPUs and more than 360 MW of active power, enabling it to serve top-tier clients such as OpenAI, Microsoft, Meta, Cohere, and Mistral. Its vertically integrated, Kubernetes-native platform is purpose-built for AI and delivers significantly higher performance, including up to 20% better Model FLOPS Utilization than legacy hyperscalers. Deeply tied to Nvidia—its largest partner and shareholder with a 5% stake—CoreWeave is often first to bring new GPU architectures like the H200 and GB200 NVL72 to market. While this relationship gives CoreWeave a competitive edge, it also presents concentration risks, as all current customer contracts mandate Nvidia hardware. Its business model centers on long-term, take-or-pay contracts averaging four years in duration, with 96% of 2024 revenue underpinned by these commitments. Customers prepay before CoreWeave installs capacity, derisking its growth. Now publicly listed, CoreWeave represents a compelling lens into the evolving AI infrastructure stack, combining purpose-built architecture, strategic alignment with Nvidia, and financial predictability, making it a cornerstone player in the AI economy. While CrowdStrike (CRWD) faces scrutiny over its elevated valuation and operational headwinds, CoreWeave (CRWV) offers a contrasting AI infrastructure bet rooted in explosive growth and Nvidia alignment. Both are central to the AI narrative—CRWD on the security front and CRWV on the compute backbone—but CoreWeave's take-or-pay contracts and visibility into future revenues provide a level of financial derisking not currently seen in CRWD's high-multiple, sentiment-sensitive profile. Previously, we covered a on CrowdStrike (CRWD) by Stock Whisperer on Substack in May 2025, pointing to bearish technicals, workforce reductions, and sentiment risk. While both highlight valuation concerns, Stock Whisperer adds near-term catalysts for caution, framing CRWD as vulnerable despite its long-term strength. Viewed together, CRWD and CRWV offer a study in contrasting AI exposure—mature cybersecurity versus hyper-growth infra. CoreWeave, Inc. (CRWV) is not on our list of the 30 Most Popular Stocks Among Hedge Funds. As per our database, 36 hedge fund portfolios held CRWV at the end of the first quarter which was 0 in the previous quarter. While we acknowledge the risk and potential of CRWV as an investment, our conviction lies in the belief that some AI stocks hold greater promise for delivering higher returns and have limited downside risk. If you are looking for an extremely cheap AI stock that is also a major beneficiary of Trump tariffs and onshoring, see our free report on the best short-term AI stock. READ NEXT: 8 Best Wide Moat Stocks to Buy Now and 30 Most Important AI Stocks According to BlackRock. Disclosure: None. This article was originally published at Insider Monkey. Sign in to access your portfolio
Yahoo
5 days ago
- Automotive
- Yahoo
Analyst Says NVIDIA (NVDA) is ‘Firing on All Cylinders' – ‘Everybody Wants Their Product'
Nvidia (NVDA) shares are in the spotlight as an increasing number of market indicators point to strong growth for the company's chips. The stock has gained about 20% over the past month. Kimberly Forrest from Bokeh Capital talked about the company during a latest program on Schwab Network. She believes Nvidia's chips demand remain strong. "I think the title if I was back on the sell side writing about this it would be like Porsche except no substitute or there is no substitute. You know years and years ago, decades ago, that was Porsche's claim that no other car was as good as theirs and I think NVIDIA Corp (NASDAQ:NVDA) has a real hold on the very high-end and even the less than high-end kind of products that it, you know, product space. So the company is firing on all cylinders, everybody wants their product, they're moving forward with good products and it doesn't look like the biggest fear that an NVIDIA Corp (NASDAQ:NVDA) shareholder has is that somebody else comes up with a good enough chip that's cheaper." A close-up of a colorful high-end graphics card being plugged in to a gaming computer. With its latest numbers and stock performance, Nvidia was able to prove the skeptics wrong. In its recently reported quarter, Nvidia's data center computer revenue rose 76% year over year, driven by Blackwell GB200. Despite a $4.5 billion inventory charge related to US import restrictions for China, the company expects gross margins to reach the mid-70% range by late this year due to scaling Blackwell production. NVDA bulls believe the company can easily offset losses related to China amid new products and market diversification. Saudi Arabia's Humain plans to buy more than 200,000 AI GPUs from Nvidia, potentially generating $15 billion in sales. The UAE reportedly has an agreement for up to 500,000 GPUs. Even without China's involvement for now, Nvidia said nearly 100 AI factories are under construction. These factories have hyperscalers deploying 1,000 GB200 NVL72 racks weekly, each with 72,000 Blackwell GPUs. RiverPark Large Growth Fund stated the following regarding NVIDIA Corporation (NASDAQ:NVDA) in its Q1 2025 investor letter: 'NVIDIA Corporation (NASDAQ:NVDA) was our top detractor in the quarter as investors took profits following its extraordinary performance in 2024. Despite reporting strong quarterly results, the stock pulled back amid concerns that AI-related demand may be plateauing near-term and that capital expenditures by hyperscalers could moderate. Additionally, investor anxiety rose following the announcement of sweeping new tariffs, which sparked fears of supply chain disruptions and rising input costs across the semiconductor industry. We continue to believe that NVIDIA remains one of the most strategically important companies in global computing, with best-in class GPUs, a dominant software ecosystem, and expanding opportunities in inference, networking, and edge AI. The long-term secular trend toward accelerated computing remains intact, and we believe NVDA is well-positioned to be a key beneficiary.' READ NEXT: and . Disclosure: None. This article is originally published at Insider Monkey. Sign in to access your portfolio
