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🆚 Nvidia vs Huawei: Which AI chip really dominates?

Yahoo Finance

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11,877 次观看 • 9 个月前 •via X (Twitter)

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DeepSeek launched a preview of its new AI model adapted for Huawei chip technology, marking a shift from Nvidia chips and highlighting China's advances in artificial intelligence

DeepSeek launched a preview of its new AI model adapted for Huawei chip technology, marking a shift from Nvidia chips and highlighting China's advances in artificial intelligence

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DeepSeek launched a preview of its new AI model adapted for Huawei chip technology, marking a shift from Nvidia chips and highlighting China's advances in artificial intelligence

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If Huawei hadn't been banned from TSMC in 2019, Dylan Patel thinks it would have already eclipsed Apple as TSMC's biggest customer. And that it would have better AI chips than Nvidia. Before it was banned, Huawei was actually the first to ship a 7nm AI chip — two months before Google's TPU and four months before Nvidia's A100.

If Huawei hadn't been banned from TSMC in 2019, Dylan Patel thinks it would have already eclipsed Apple as TSMC's biggest customer. And that it would have better AI chips than Nvidia. Before it was banned, Huawei was actually the first to ship a 7nm AI chip — two months before Google's TPU and four months before Nvidia's A100.

Dwarkesh Patel

121,930 次观看 • 5 个月前

Jensen Huang says it has “largely conceded” China’s AI chip market to Huawei Nvidia was not rejected because China “hates” Nvidia. It was pushed out because Washington turned chips into a leash. China learned the lesson very clearly: You cannot build AI sovereignty on hardware that your geopolitical rival can revoke with one export-control memo. Jensen Huang can be friendly. Nvidia can be excellent. Chinese demand can be huge. None of that changes the strategic reality. If the neck of China’s AI industry depends on an American-controlled chip supply, then it is not an industry. It is a hostage. So China did what any serious civilization-state would do: It built alternatives. It endured the pain. It let Huawei grow into the space Washington forced open. Now Nvidia says it has “largely conceded” China’s AI chip market to Huawei. That is not China closing a door. That is America sawing off the bridge, then acting surprised when China built its own road.

Jensen Huang says it has “largely conceded” China’s AI chip market to Huawei Nvidia was not rejected because China “hates” Nvidia. It was pushed out because Washington turned chips into a leash. China learned the lesson very clearly: You cannot build AI sovereignty on hardware that your geopolitical rival can revoke with one export-control memo. Jensen Huang can be friendly. Nvidia can be excellent. Chinese demand can be huge. None of that changes the strategic reality. If the neck of China’s AI industry depends on an American-controlled chip supply, then it is not an industry. It is a hostage. So China did what any serious civilization-state would do: It built alternatives. It endured the pain. It let Huawei grow into the space Washington forced open. Now Nvidia says it has “largely conceded” China’s AI chip market to Huawei. That is not China closing a door. That is America sawing off the bridge, then acting surprised when China built its own road.

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ELON MUSK: "The AI 5 chip which is going to be a great chip. All of Tesla hinges on that chip. That's the chip that going to our next gen self driving cars and it's also essential for Optimus. It's performance per watt is extremely good. It is probably going to be at least 2-3 times better than NVIDIA performance per watt and 10% cost of the NVIDIA chip something like that."

ELON MUSK: "The AI 5 chip which is going to be a great chip. All of Tesla hinges on that chip. That's the chip that going to our next gen self driving cars and it's also essential for Optimus. It's performance per watt is extremely good. It is probably going to be at least 2-3 times better than NVIDIA performance per watt and 10% cost of the NVIDIA chip something like that."

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Xia Jing, Huawei Fellow, uncovers the future of data center chip design, examining Tau (τ) Scaling Law's LogicScaling Path—from System to Chip to Circuit.

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US export controls banning Nvidia in China are huge mistake - handing monopoly profits, data & developers in massive China mkt to Huawei will accelerate their AI stack around the world. Let Nvidia win, pin down Huawei, keep developers in Cuda & plow profits back into US. 🇺🇸🚀

US export controls banning Nvidia in China are huge mistake - handing monopoly profits, data & developers in massive China mkt to Huawei will accelerate their AI stack around the world. Let Nvidia win, pin down Huawei, keep developers in Cuda & plow profits back into US. 🇺🇸🚀

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ELON MUSK: "The AI 5 chip which is going to be a great chip. All of Tesla hinges on that chip. That's the chip that going to our next gen self driving cars and it's also essential for Optimus. So that chip program was in bad shape. It wasn't on the path to success and we also had the DOJO program which was also doing okay but not on a path to be competitive with NVIDIA. So I collapsed the two programs into just one program to get everyone focused on the AI5 chip. It's performance per watt is extremely good. It is probably going to be at least 2-3 times better than NVIDIA performance per watt and 10% cost of the NVIDIA chip something like that."

ELON MUSK: "The AI 5 chip which is going to be a great chip. All of Tesla hinges on that chip. That's the chip that going to our next gen self driving cars and it's also essential for Optimus. So that chip program was in bad shape. It wasn't on the path to success and we also had the DOJO program which was also doing okay but not on a path to be competitive with NVIDIA. So I collapsed the two programs into just one program to get everyone focused on the AI5 chip. It's performance per watt is extremely good. It is probably going to be at least 2-3 times better than NVIDIA performance per watt and 10% cost of the NVIDIA chip something like that."

DogeDesigner

265,257 次观看 • 9 个月前

ELON: TESLA FUTURE'S HINGES ON THE AI5 CHIP PROJECT "The AI5 chip, which is going to be a great chip, all of Tesla hinges on that chip. That's the chip that is going into our next generation of self-driving cars, and it's also essential for the Optimus robot. So that chip program was in bad shape. It wasn't closing because it's quite an ambitious chip design, and it really wasn't on a path to success. And then we also had the Dojo program, which was doing okay but not on a path to be competitive with NVIDIA. So I collapsed the two programs into just one program, which is to get everyone focused on the AI5 chip, which is essential. Continue to use NVIDIA for training, but we need the AI5 inference chip, which is a very powerful chip, but it's also a very low-power chip. So it doesn't use a lot of power. Its performance per watt is extremely good. I think it's probably going to be at least 2 to 4 times better than NVIDIA performance per watt at the inference level in the car and the robot. And I don't know, 10% of the cost of an NVIDIA chip, something like that. So these are very important numbers to achieve." Source: Elon Musk, Baron Capital, Ron Baron, Tesla

ELON: TESLA FUTURE'S HINGES ON THE AI5 CHIP PROJECT "The AI5 chip, which is going to be a great chip, all of Tesla hinges on that chip. That's the chip that is going into our next generation of self-driving cars, and it's also essential for the Optimus robot. So that chip program was in bad shape. It wasn't closing because it's quite an ambitious chip design, and it really wasn't on a path to success. And then we also had the Dojo program, which was doing okay but not on a path to be competitive with NVIDIA. So I collapsed the two programs into just one program, which is to get everyone focused on the AI5 chip, which is essential. Continue to use NVIDIA for training, but we need the AI5 inference chip, which is a very powerful chip, but it's also a very low-power chip. So it doesn't use a lot of power. Its performance per watt is extremely good. I think it's probably going to be at least 2 to 4 times better than NVIDIA performance per watt at the inference level in the car and the robot. And I don't know, 10% of the cost of an NVIDIA chip, something like that. So these are very important numbers to achieve." Source: Elon Musk, Baron Capital, Ron Baron, Tesla

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Fun fact: China's🇨🇳 Huawei outsold Apple in 2019. US banned Android & chip foundry access. Years later, Huawei built its own OS, high-end chips, AI chips & smart driving. One Chinese tech giant leaves the US in despair. HUAWEI masters core tech.💪

Fun fact: China's🇨🇳 Huawei outsold Apple in 2019. US banned Android & chip foundry access. Years later, Huawei built its own OS, high-end chips, AI chips & smart driving. One Chinese tech giant leaves the US in despair. HUAWEI masters core tech.💪

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.NVIDIA CEO Jensen Huang: "President Donald J. Trump wants to reindustrialize the U.S., and AI is really a perfect time to do it. For AI, you have to build infrastructure, and that infrastructure includes chip factories, computer factories, and AI factories—and we're building all 3 in the U.S."

.NVIDIA CEO Jensen Huang: "President Donald J. Trump wants to reindustrialize the U.S., and AI is really a perfect time to do it. For AI, you have to build infrastructure, and that infrastructure includes chip factories, computer factories, and AI factories—and we're building all 3 in the U.S."

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