The booming Chinese AI chip scene; every chip company hopes to develop its own ecosystem. Huawei pushes for unified standard and interfaces among chip makers and between chip makers and application developers.
Clearly, the US GPU ban is a wake-up call to the Chinese AI chip makers, who will increasingly seek to build its own industry standards and ecosystems, decoupling from the US ones.
National standard might be a good thing or it might not. I think more likely, one domestic player in the AI space will be the big winner and maybe a couple of smaller ones by each of the cloud service providers. The big winner looks like Biren technology right now based on the performance of their chips. I think it is more important that people who are familiar with CUDA can easily use the Chinese one. That way, companies outside of China will also be interested in using Chinese AI chips/servers. After all, Chinese companies will want to sell their GPUs abroad.
I took a look at CUDA just now and it looks very much just like C++. Looks like BirenSupa also has a c++ extension
Huawei is an interesting case actually. I haven't seen them buying into any of these promising chip companies. Inspur/Baidu are buying into/working with both BR100 and Kunlun-2. I speculate Alibaba cloud will eventually purchase BR100 also. Tencent mobile is looking to build its own chips and also invested in Enflame. Alibaba cloud developed their own server chip and also invested in Vastai technology.
Huawei doesn't look to have invested in anyone. Prior to the sanctions, it had a very robust chip making business in server and AI with Hisilicon. In fact, Kunpeng 920 is still being used widely 3 years later. Not as advanced as Alibaba's Yitian-710, but pretty good for something designed 3 years ago. They also developed their own Ascend series of AI chips. So, I can only presume that they are working hard at designing a newer more powerful AI GPU with both 12 nm and 7 nm process with their own fab or with SMIC. In many ways, Huawei has been forced to trail blaze for rest of China's semiconductor business.
Chip Design Firm Vastai Technologies Demonstrates 7nm Cloud GPU
Any idea how good this GPU is compared to let's say nVidia A100?
They are kind of not really comparable.
They seem to have 3 products here
SG100 - using 7 nm process and should be their flagship, but has not offered performance measurement yet.
VA10 - which has very good computational numbers for a chip that uses 150 w of power.
VE1 - which has a lot of power for just 40 to 60 w of power.
Again, all of them seem very competitive. VA10 can perform more calculation than Kunlun-2 and uses as much power as Kunlun-2.
VE-1 looks like a great platform for something that has more specific power consumption requirement.
To put things in perspective, BR100 uses I think 550 w power. A100 uses 300 to 400 w.