US chip giant Nvidia recently identified Huawei as its major competitor in filings submitted to the US Securities and Exchange Commission (SEC). Nvidia stated in the report that Huawei supplies GPU (graphics processing unit) accelerators, central processing units, and networking components to the market, making it one of the solution providers for AI-related cloud services. The Chinese AI component market, valued at $7 billion, presents a significant growth opportunity for Huawei due to restrictions imposed by the US government on Nvidia’s exports to China, according to industry analysis. Nvidia’s A100 counterpart – Huawei’s Ascend 910B, which utilizes its self-developed Ascend architecture and 7nm process technology, features 256 AICore and 32GB of HBM2 (High Bandwidth Memory 2). Other competitors mentioned by Nvidia include Intel, AMD, Broadcom, Qualcomm, Amazon, and Microsoft. [IThome, in Chinese]
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