Huawei Takes on NVIDIA: CloudMatrix AI Cluster with Ascend 910C Raises the Bar | Hardware store | Gpu hardware laptop | Gpu hardware for gaming | Turtles AI
Huawei Takes on NVIDIA: CloudMatrix AI Cluster with Ascend 910C Raises the Bar
The Chinese company’s new CM384 system promises performance comparable to the GB200 NVL72, aiming to reduce technological dependence and strengthen its presence in the AI market
Isabella V17 April 2025
Huawei prepares to launch CloudMatrix CM384 AI cluster, powered by Ascend 910C chips, designed to compete with NVIDIA solutions. Despite production challenges due to US restrictions, the Chinese company aims to strengthen its position in the AI industry.
Key points:
- Competitive performance: Huawei’s CloudMatrix CM384 cluster, powered by Ascend 910C chips, offers comparable performance to the NVIDIA GB200 NVL72 system.
- Production challenges: Production of the Ascend 910C chips faces challenges due to US restrictions, with initial yields around 20%, now improved to 40% and aiming to reach 60% for commercial viability.
- Procurement strategies: Huawei has used alternative suppliers, such as TSMC, to obtain critical components, circumventing the restrictions through third-party companies.
- Geopolitical Impact: US-China tensions significantly impact the supply chain and manufacturing of advanced semiconductors.
Huawei is advancing into the AI sector with its CloudMatrix CM384 cluster, powered by Ascend 910C chips, designed to compete with NVIDIA’s solutions. Despite production challenges due to US restrictions, the Chinese company aims to strengthen its position in the AI sector. Production of Ascend 910C chips faces difficulties due to US restrictions, with initial yields around 20%, now improved to 40% and aiming to reach 60% for commercial viability. Huawei has used alternative suppliers, such as TSMC, to obtain critical components, circumventing the restrictions through third-party companies. US-China tensions significantly impact the supply chain and manufacturing of advanced semiconductors.
The CloudMatrix CM384, which is primarily aimed at the Chinese market, represents a significant step for Huawei in its efforts to reduce its dependence on external suppliers and strengthen its position in the AI industry.
The competition between Huawei and NVIDIA in the field of AI chips reflects current geopolitical and technological dynamics, with significant implications for the global semiconductor industry.