The growing pressure from US authorities and blockages in NVIDIA chips to China has created a great opportunity for Huawei to prosper in the local market. However, there are rumors that this is not quite happening.
The Information website reports that while Huawei can sell its Ascend 910C accelerators to Chinese state entities, Big Techs like Bytedance (Tiktok’s owner), Alibaba and Tencent seem less interested. None of these companies would have bought a large volume of the GPUS so far.
The information is not official and should be treated like this. The main speculation of the reasons for this involves Nvidia’s Cuda ecosystem and the slightest credibility of Huawei’s solutions, even in its homeland.
After years of investing in the creation of CUDA infrastructure, most China’s big techs would not be very encouraged to spend more to move to Huawei’s Cann system. In addition, the technology of the Chinese company would be considered less complete than the world famous CUDA architecture.
In addition, realizing the approach of US sanctions for the sale of Nvidia chips, many companies would have prepared GPUS stocks, making them not have to buy new so much.
Huawei would have his own problems hindering the sale of his chips
Apart from competition with Nvidia, Huawei faces its own problems to sell Ascend in China, according to The Information.
For starters, many of the Chinese big techs see their countryman as a competitor in other areas, which would make them uncomfortable in investing in the company for GPUS.
In addition, the Ascend 910C would have overheating problems in some cases. Apparently it is not a widespread problem, but it affects the credibility of the products.
Deepseek can make a difference
Speaking of credibility, DeepSeek is currently considered one of China’s leading technology companies after shaking the world market with its R1 model for AI Generative.
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The company has praised Huawei chips earlier, and could end up being the “saving” of its countryman if he decides to completely bet on his accelerators. Not just for their own orders, but because of the effect it would have to encourage development for your ecosystem.
At the moment, however, we still have no information that this can happen anytime soon.
Via: WCCFTech
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Source: https://www.adrenaline.com.br/hardware/mesmo-com-bloqueio-da-nvidia-big-techs-chinesas-ainda-nao-compram-huawei-rumor/
