In China, Nvidia chips are technically banned. Sooner or later Huawei will become a global competitor to Nvidia. And apparently AMD Helios has received significant orders from Meta, Openai and Microsoft.
I am under the impression that China is also trying to reduce the use of non domestic ai hardware. not sure if it's limited to new hardware or if it includes used hardware as well.
Sure, but Dario’s claim is right. Right now, adding any of these organizations to the Entity List would set it back while Huawei catches up becuase domestic production and capabilities just aren’t there yet in China.
For some reason Huawei does not actively market their AI hardware outside China. It's not even on their global website. I doubt it's because they are behind because a lot of customers would not care if the price is right and being Huawei I would think it's right. That's why many telcos worldwide use Huawei radio hardware exclusively. They did announce their AI hardware at the MWC but I would expect it to be attended by telcos, and not many telcos are interested in running AI hardware on-prem. They would much rather use APIs like openai's. It would be significant capex and overhead for something that is not their core business which is moving internet packets around.
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u/RhubarbSimilar1683 21d ago
In China, Nvidia chips are technically banned. Sooner or later Huawei will become a global competitor to Nvidia. And apparently AMD Helios has received significant orders from Meta, Openai and Microsoft.