华为准备在中国用新的人工智能芯片挑战Nvidia

币界网Published on 2024-08-13Last updated on 2024-08-14

币界网报道:

中国华为技术有限公司正准备推出Ascend 910C,这是一款新的人工智能芯片,将与英伟达在中国人工智能(AI)市场的领先地位相媲美。《华尔街日报》报道称,百度、字节跳动和中国移动等中国主要互联网和电信公司正在测试该芯片,预计将于10月首次亮相。

Ascend 910C的性能据说相当于Nvidia的H100,这是一种由于美国制裁而目前被禁止在中国销售的芯片。去年的制裁以国家安全为由,阻止了英伟达向中国客户出口其最先进的芯片。作为回应,英伟达为中国市场提供了其芯片的修改版本,但与H100相比,这些版本的性能有所降低。华为的这款新芯片有可能填补这一空白,为中国公司提供一个强有力的替代品。

华为用新的人工智能芯片对抗美国制裁

华为推出Ascend 910C之际,中国企业在与美国持续的贸易紧张局势中越来越倾向于国内替代品。如果成功,Ascend 910C可能会打破英伟达在中国使用的人工智能芯片市场的地位。《华尔街日报》称,该芯片的初始订单可能超过7万台,价值约20亿美元。这一需求反映出,面对美国的出口禁令,中国企业越来越渴望采用自己的技术。

该产品一直受到行业专家的密切关注,因为它代表了该公司让中国摆脱外国技术的又一次尝试。通过在中国建立自己作为英伟达的可行竞争对手的地位——两家公司在中国都有很大的业务——华为可以帮助塑造中国人工智能芯片的未来方向。

中国主要公司测试华为的人工智能芯片

字节跳动、百度和中国移动等中国科技巨头将在Ascend 910C上市后立即对其进行测试。这些公司都在人工智能研发方面投入了大量资金,这意味着他们需要强大而高效的芯片来运行他们的业务。试用华为的芯片表明,它可能满足通常与Nvidia的H100相关的高性能要求。

随着10月发布日期的临近,行业观察人士期待更多关于Ascend 910C的功能以及它与Nvidia产品的比较信息。如果这款芯片成功,它将为华为和中国更广泛的人工智能行业带来重大利益,因为它可以加快向本土技术的转变。

在接下来的几个月里,本地和全球市场可能会密切关注Ascend 910C在各种应用中的表现。如果有关其能力的报道属实,那么这可能会改变华为的地位,并在针对中国市场的人工智能芯片制造商之间创造新的竞争动态,其影响将远远超出华为和英伟达。

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