Huawei has emerged as a significant competitor to Nvidia in China's inference chip market, bolstered by government support to prioritize local technology. Collaborating with AI firm DeepSeek, Huawei adapts Nvidia-compatible models to its Ascend chips. DeepSeek's recent AI models, V3 and R1, show competitiveness with those from OpenAI and Google, developed on a much lower budget. Notably, DeepSeek's engineers have demonstrated enhanced performance without Nvidia's software reliance, prompting concerns among US investors about Nvidia's dominance. US tech leaders are warned to focus intensely on AI competition amid these developments.
Huawei is getting better. They have an opening as the government is telling the big tech companies that they need to buy their chips and use them for inference.
DeepSeek has leveled the playing field.
DeepSeek engineers were able to unlock greater performance by writing code without relying on Nvidia's Cuda software platform.
We need to be laser focused on competing to win.
Collection
[
|
...
]