While Nvidia (NVDA.O) has historically been the leading provider of AI chips in China with a market share exceeding 90%, Chinese firms including Huawei have been developing their own versions of Nvidia’s best-selling chips, including the A100 and the H100 graphics processing units (GPU).
FILE PHOTO: A logo of Huawei Technologies is seen at its exhibition space, at the Viva Technology conference dedicated to innovation and startups at Porte de Versailles exhibition center in Paris, France June 15, 2022. REUTERS/Benoit Tessier/File Photo/File Phototo limit the export of advanced artificial intelligence chips to China may create an opening for Huawei Technologies to expand in its $7 billion home market as the curbs force Nvidia to retreat, analysts say.
Huawei own version is called CANN, and analysts say it is much more limited in terms of the AI models it is capable of training, meaning that Huawei's chips are far from a plug-and-play substitute for Nvidia. Huawei rolled out the first Ascend GPUs that year and it is one of a number of products - such as its Harmony operating system - that the company says are entirely homegrown.
Huawei's partners in China so far include iFlyTek, a leading Chinese AI software company which is using the Ascend 910 to train its AI models. IFlyTek was also blacklisted by the United States in 2019.
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