Yea no. By the time China can duplicate what NVIDIA has, they won’t need that kind of power anymore since the models will be better and more efficient. China is acutely aware of this so they aren’t actually aiming to beat NVIDIA on raw performance. Just cost. And if they do that they will win.
NVIDIA doesn’t have a strategy for when this AI bubble bursts but is quite clear China does.
wewbull@feddit.uk 1 week ago
I don’t see how Huawei could have made that jump. There’s a lot of generational knowledge and software development behind Nvidia’s chips. No company can become a competitor first time.
Buffalox@lemmy.world 1 week ago
Last I heard, they expect it to be about half as powerful as what Nvidia can make.
But even that is very impressive considering the production obstacles Huawei has to overcome.
Remember the H100 is 3 years old, so Huawei isn’t catching up quite yet.
wewbull@feddit.uk 1 week ago
I think with a lot of these chips geared at AI there’s so much variation in how performance is measured you can say things like it beats an H100 inferencing on a specific INT4 model and that might be true. However, it might only hold for that narrow case.
So press releases aren’t worth much to me. Show me benchmarks.