Huawei presented a new AI computer system on Saturday at WAIC, which, according to industry experts, can compete with Nvidia’s most progressive offer.
• Huawei introduces a new AI system CloudMatrix 384 on the WAIC
• CloudMatrix 384 is considered a direct competitor to Nvidias GB200 NVL72
• Huawei could thus consolidate the position as China’s leading AI chip provider despite US restrictions
The CloudMatrix 384 system celebrated its public debut in Shanghai on the three -day World Artificial Intelligence Conference (WAIC) and attracted numerous visitors to the company’s booth. Since the first announcement by Huawei in April, the system has attracted great attention in the global AI community. Industry analysts see it as direct competitors to Nvidias GB200 NVL72, the currently most advanced system product of the US chip manufacturer on the market, as Reuters reports.
Rivalry on the AI market
Dylan Patel, founder of the semiconductor research group Semianalysis, already said in an article in April the view that Huawei now had AI system skills that Nvidia could outperform. According to Semianalysis, the CloudMatrix 384 system 384 from Huaweis integrates the latest 910c chips and surpasses NVIDIAS GB200 NVL72, which uses 72 B200 chips, in some key figures. The performance results from Huawei’s system design skills that compensate for weaker individual chip performance through the use of more chips and system level innovations. Huawei itself indicates that the system uses a “supernode” architecture that enables a super fast connection of the chips.
Huaweis ambitions despite restrictions
Huawei is largely considered China’s most promising domestic supplier of chips that are essential for AI development, although the company is still subject to US export restrictions. Even Nvidia CEO Jensen Huang admitted to Bloomberg in May that Huawei “progresses quite quickly” and named the CloudMatrix as an example. In June, Huawei Cloud Ceo Zhang Pingan confirmed that the CloudMatrix 384 system was already in operation on Huawei’s Cloud platform. However, employees at the Waic stand of Huawei refused to explain the CloudMatrix 384 system in more detail compared to Reuters, and a spokesman for Huawei did not answer Reuters requests.
Nvidia share in the spotlight
It remains to be seen how Huawei’s computer system will affect Nvidia and the share price. As early as the introduction of the export restrictions, Nvidia lost significantly to market share in China and had to hand it over to Huawei.
Investors are therefore likely to keep an eye on the course development of the Nvidia share on Monday. It was only on Friday that the paper on Nasdaq had marked an all-time high at $ 174.72 before it fell back slightly to $ 173.50 at the end of the trade. This most recent highlight continued a record hunt that the share has experienced since the sale of H20 chips in China has been resumed.
Editor finance.net
By the way: Nvidia and other US shares are even tradable at Finance.net Zero until 11 p.m. (without order fees, plus spreads). Open Depot now for free And receive a free stock as a gift.
Selected leverage products on Nvidia
With knock-outs, speculative investors can participate disproportionately in price movements. Simply choose the desired lever and we will show you suitable open-end products on Nvidia
The lever must be between 2 and 20
Advertising