Huawei Reportedly Prioritizing Ascend AI GPU Production

[T0@st]

Huawei's Ascend 910B AI GPU is reportedly in high demand in China—we last learned that NVIDIA's latest US sanction-busting H20 "Hopper" model is lined up as a main competitor, allegedly in terms of both pricing and performance. A recent Reuters report proposes that Huawei is reacting to native enterprise market trends by shifting its production priorities—in favor of Ascend product ranges, while demoting their Kirin smartphone chipset family. Generative AI industry experts believe that the likes of Alibaba and Tencent have rejected Team Green's latest batch of re-jigged AI chips (H20, L20 and L2)—tastes have gradually shifted to locally developed alternatives.

Huawei leadership is seemingly keen to seize these growth opportunities—their Ascend 910B is supposedly ideal for workloads "that require low-to-mind inferencing power." Reuters has spoken to three anonymous sources—all with insider knowledge of goings-on at a single facility that manufacturers Ascend AI chips and the Kirin smartphone SoCs. Two of the leakers claim that this unnamed fabrication location is facing many "production quality" challenges, namely output being "hamstrung by a low yield rate." The report claims that Huawei has pivoted by deprioritizing Kirin 9000S (7 nm) production, thus creating a knock-on effect for its premium Mate 60 smartphone range.



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[Denver]

GPU based on IMG IP?

 

[SOAREVERSOR]

Something like this was always going to happen. Begun the AI wars have.

 

[MrMilli]

GPU based on IMG IP?

In house IP

 

[Denver]

In house IP

It's very difficult to believe that they developed a GPU without bumping into anyone's IP, both giants Apple and Intel were unable to do so, and so they entered into IP licensing agreements with Imagination and AMD respectively.

 

[MrMilli]

It's very difficult to believe that they developed a GPU without bumping into anyone's IP, both giants Apple and Intel were unable to do so, and so they entered into IP licensing agreements with Imagination and AMD respectively.

For sure they'll bump into some patents but that doesn't mean that the IP isn't in-house (which was the question).
Also who would bother sueing Huawei in China?

 

[qcmadness]

For sure they'll bump into some patents but that doesn't mean that the IP isn't in-house (which was the question).
Also who would bother sueing Huawei in China?

If you sue Huawei in China, you would never win.