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China Unveils Its Alternatives For NVIDIA’s AI Chips: Huawei, Tencent, Baidu, Birentech, Moore Threads & More
06.11.2023 - 12:23 / wccftech.com / Ai
As the China-US chip escalates, Chinese companies have started finding alternatives to NVIDIA's AI GPUs which were previously their main component for data center and cloud ecosystems.
Last month, The US government hit China with a new series of bans on its AI efforts which blocked NVIDIA from exporting its latest Hopper and Ampere chips. This new ban was an interesting one as it stopped NVIDIA from selling its China-exclusive A800 & H800 AI GPUs too which were made just to comply with the previously placed bans and had limited functionality compared to the full chips that were sold in the US and other regions. The ban also affected other countries that either have strong ties with China or are involved in selling their AI GPU supplies to Chinese customers through unofficial and black market channels.
To sum things up:
This ban has prompted NVIDIA to cancel AI GPU orders worth over $5 Billion US from various Chinese companies but the GPU giant will have no trouble in new customers due to massive demands for these chips and no real alternative at the moment that competes with Hopper or Ampere. The company has also started to reallocate its A800 & H800 AI GPUs to the global AI market as seen just a few days ago.
So with NVIDIA out of the equation, what real AI alternatives does the Chinese market have to serve its domestic market? Well, the answer was provided in a recent seminar in China where various AI & tech companies announced their developments for the domestic market and the solutions on offer that will serve the Chinese AI segment. The companies come in three tiers which include:
1st Tier "Technology" Companies:
2nd Tier "Enterprise" Companies:
3rd Tier "Entrepreneurial" Companies:
All of these companies are either offering or have plans to produce AI chips that will serve as NVIDIA alternatives in the Chinese domestic market. Their products are positioned in three main tiers which include high-end, mid-high-end, and mid-lower-end. The flagship chip is the Huawei Ascent 910 which is made on a 7nm process node from TSMC and directly competes with NVIDIA A100 and A800 GPUs. The chip can reach around 80% Inference and 70% training performance of the NVIDIA A100 accelerator but those are theoretical metrics and the actual performance is still a bit lacking compared to NVIIA's solutions.
There's also the Alibaba Hanguang 800 which is based on a TSMC 12nm node and is positioned against NVIDIA's P4 while the Tencent Zixiao is positioned against the NVIDIA A10. The last two chips target the mid-lower-end market. Other chips include the Intel Gaudi, Jing Jiawei JM9, Biren BR100, Moore Threads MTT S3000, and a range of other AI accelerators from Chinese companies but one thing that's common amongst all is
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