Huawei’s CloudMatrix 384 debuts at WAIC: global giants join AI showdown

Huawei’s unveiling of the CloudMatrix 384, powered by 384 Ascend AI chips, challenges Nvidia’s dominance amid US export limits. The World AI Conference in Shanghai draws top global tech players, signaling intensified competition in China’s $50 billion AI market.

Sources:
The Economic TimesThe Hindu
Updated 6h ago
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Sources: The Economic TimesThe Hindu
At the World Artificial Intelligence Conference (WAIC) in Shanghai, Huawei Technologies introduced its CloudMatrix 384 AI computing system, positioning itself as a formidable competitor to Nvidia's leading GB200 NVL72 system.

The CloudMatrix 384 integrates 384 of Huawei's latest Ascend 910C chips, significantly more than Nvidia's 72 B200 chips in the GB200 NVL72. According to SemiAnalysis, this design allows Huawei to outperform Nvidia on certain performance metrics by leveraging system-level innovations and a "supernode" architecture that enables ultra-high-speed chip interconnections.

"Huawei's system design capabilities compensate for weaker individual chip performance through the use of more chips and system-level innovations," SemiAnalysis noted.

This launch comes amid ongoing U.S. export restrictions that have curtailed Nvidia's ability to sell its most advanced AI chips in China since April. Nvidia CEO Jensen Huang acknowledged Huawei's rapid progress, citing the CloudMatrix as an example.

"Huawei had been moving quite fast," Huang told Bloomberg in May.

Huawei markets the system under the name "Atlas 900 A3 SuperPoD," targeting AI model training and usage. The company aims to capture a share of China's burgeoning AI market, estimated by Huang to be worth $50 billion.

The WAIC event also featured major global tech players such as Tesla, Google, Amazon Web Services, and Siemens, highlighting the intense international competition in AI technology.

Huawei's debut of the CloudMatrix 384 underscores China's ambition to advance its AI capabilities despite geopolitical challenges and export controls.
Sources: The Economic TimesThe Hindu
Huawei unveiled its CloudMatrix 384 AI computing system at the World Artificial Intelligence Conference in Shanghai, challenging Nvidia's top-tier GB200 NVL72. The system links 384 Ascend 910C chips, leveraging supernode architecture for high-speed interconnects, amid U.S. export restrictions limiting Nvidia's China sales.
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Key Facts
  • Huawei Technologies debuted the CloudMatrix 384 AI computing system at the World Artificial Intelligence Conference (WAIC) in Shanghai, showcasing its latest AI innovation to a large audience.The Economic Times
  • The CloudMatrix 384 incorporates 384 Huawei 910C chips and is marketed as the Atlas 900 A3 SuperPoD for AI model training and use.The Economic TimesThe Hindu
  • Huawei's CloudMatrix 384 outperforms Nvidia's GB200 NVL72 on some metrics by using a supernode architecture that enables super-high speed interconnection among chips.The Economic Times
  • Nvidia's GB200 NVL72 is the leading AI system-level product currently available, using 72 B200 chips.The Economic Times
  • US export restrictions since April have prevented Nvidia from selling its most advanced chips to China, impacting its market presence.The Hindu
  • Nvidia CEO Jensen Huang acknowledged Huawei's rapid progress and cited the CloudMatrix system as an example of this advancement.The Economic Times
  • Nvidia has received approval to resume sales of its H20 AI chip tailored for China, but shipment timing and order details remain unclear.The Hindu
  • Major global tech companies including Tesla, Google, Amazon Web Services, and Siemens participated in WAIC, highlighting the event's international significance.The Hindu
China's Huawei Technologies showed off an AI computing system on Saturday that one industry expert has said rivals Nvidia's most advanced offering, as the Chinese technology giant seeks to capture market share in the country's growing artificial intelligence sector.
The Economic Times
The Economic Times
Tesla, Google, Amazon Web Services and Siemens were among the U.S. and European companies with booths at the AI conference in Shanghai.
The Hindu
The Hindu
Key Stats at a Glance
Number of chips in Huawei's CloudMatrix 384
384
The Economic Times
Number of chips in Nvidia's GB200 NVL72
72
The Economic Times
Size of China AI chip market
$50 billion
The Hindu
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