don't forget Cambricon and Moore Thread.. MT even released entire line up of new Ai/GPU chips just last week.
MT AI really isn't all that impressive
Yeah I thought so. I don’t think private Chinese companies are ready to stay using guéris chips en masse. They see Huawei as a potential competitor plus they still prefer to use Nvidia chips/stack if given the chance, for obvious reasons .
if you don't know anything. You should stop posting on this thread. Seriously, this is not a crap thread for you to just post nonsense day after day. You have been warned.
That's pretty cool news but I wonder whether using Huawei's chips will be satisfactory for the companies buying. Nvidia is still desirable, but with the current environment I would expect more companies to be looking towards Huawei's stuff.
Top AI research team in China thus far do not like using CANN. This is pretty well known. However, the vast % of demand these days is in inference and there is no problem using Ascend-950PR for that. Also, they are pretty obviously Cambricon's top customer so they are likely to work intimately with them in developing the software ecosystem needed for training and fine-turning and such.
Not all companies view Huawei as a competitor. For example, Huawei has made very little progress in LLMs, at least in the ToC segment. Most of the AI companies and labs you can name are ahead of them.
Currently, this claim is only being made by a WeChat public account, and there are no other sources to corroborate it, so it still not clear
I don't see any reason to doubt that some type of large orders have been placed. The rumors behind ByteDance buying Ascend this year and next year have been going on for a while now. It's only Alibaba, Tencent and Baidu that have actively avoided Ascend. Ali & Baidu have their own AI chips.
