Huawei is striving to break Nvidia's dominance in the artificial intelligence (AI) chip market in the Middle East and Southeast Asia.
Huawei has approached customers in the UAE, Saudi Arabia, and Thailand with the Ascend 910B chip line, aiming to provide thousands of processors for AI projects in the region.
MAIN CONTENT
Huawei proposes Ascend 910B chips and the CloudMatrix 384 system to customers in the Middle East and Southeast Asia.
The UAE, Saudi Arabia, and Thailand still primarily depend on Nvidia chips but show signs of seeking new options.
Huawei has not signed a formal contract, while US officials warn about Huawei's global ambitions.
Which countries is Huawei targeting in the AI chip market?
According to internal information, Huawei is focusing on the UAE, Saudi Arabia, and Thailand to compete with Nvidia. The provision of Ascend 910B chips and the CloudMatrix 384 system helps Huawei reach AI companies and data centers in this region – a key market with high demand for AI chips.
For example, Saudi Arabia and the UAE have signed contracts to purchase millions of Nvidia chips over several years with companies like G42 and Humain – potential customers that Huawei is targeting.
What AI products has Huawei provided to customers?
Huawei provides the new generation Ascend 910B processors along with the AI CloudMatrix 384 system, utilizing Ascend 910C chips in this system. Despite the advanced devices, Huawei faces supply shortages and only sells advanced chips to domestic Chinese companies that have not accessed US chips.
The ability to export to countries such as the UAE, Saudi Arabia, and Thailand remains limited due to a chip shortage, even though Huawei has garnered attention with these solutions.
How is the market in the UAE, Saudi Arabia, and Thailand using AI chips?
The UAE and Saudi Arabia primarily use Nvidia chips in large AI projects and data centers. In particular, Humain's 'AI factory' project in Saudi Arabia is expected to use hundreds of thousands of Nvidia chips in the next five years.
Thailand relies on Nvidia GPUs for training and testing AI models. However, US export restrictions on chips may force startups here to seek new manufacturers, including Huawei.
Huawei does not have formal contracts in these markets, but has attracted the attention of US lawmakers, who are concerned about the global competitiveness of the Chinese company.
Jeffrey Kessler, US Deputy Secretary of Commerce, June 2023
What is the negotiation situation and Huawei's challenges in these countries?
So far, Huawei has not officially signed contracts in the UAE, Saudi Arabia, and Thailand. In particular, organizations such as the Mohamed bin Zayed AI University in the UAE have not expressed interest. Meanwhile, Saudi Arabia seems open, but SDAIA has not provided detailed comments.
Malaysia has also been proposed by Huawei to sell about 3,000 Ascend chips, but the process remains unclear.
Does Huawei have limitations in AI chip production?
The US government estimates that Huawei can only produce about 200,000 AI chips by 2025, mostly for the domestic Chinese market. This is in contrast to the 2.9 million Ascend 910B chips purchased from the Taiwanese manufacturer TSMC.
US Deputy Secretary of Commerce Jeffrey Kessler warned: "Although China's AI chip production is still limited, we cannot underestimate their global ambitions," highlighting the increasing competition in the AI chip market.
"We cannot be complacent even though China's AI chip production is still limited, as they have grand ambitions globally."
Jeffrey Kessler, US Deputy Secretary of Commerce, June 2023
Comparison table of Huawei and Nvidia AI chips
Huawei Ascend 910B Nvidia GPU (GB300 Grace Blackwell) Criteria Performance Competitive but inferior to new generation Nvidia High performance, market-leading AI Supply Limited, prioritized for domestic China Stable, global supply Main customers Chinese companies and potential customers in the Middle East – Southeast Asia Diverse, including many large corporations and data centers AI system development Has CloudMatrix 384 with Ascend 910C chip A diverse ecosystem, integrating InfiniBand network
Frequently Asked Questions
How many Ascend 910B chips has Huawei sold to international customers? Huawei is approaching thousands of chips in the UAE, Saudi Arabia, and Thailand, with no official numbers yet. Why do the UAE and Saudi Arabia still use more Nvidia chips? Nvidia chips lead in performance and have a stable ecosystem, used by companies like G42 and Humain. Can Huawei surpass Nvidia in the AI chip market? Huawei faces many technological and supply challenges but is expanding into potential markets. How does the US chip ban affect the AI chip market in Southeast Asia? The ban drives countries like Thailand to seek alternative manufacturers, creating opportunities for Huawei. What is the US government's reaction to Huawei? The US warns about Huawei's global ambitions and restricts chip exports to the company.
Source: https://tintucbitcoin.com/huawei-mo-rong-xuat-khau-chip-ai/
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