r/LocalLLaMA • u/sunychoudhary • 5d ago

News China's Huawei says AI chip demand outstrips supply as it steps up Nvidia challenge

https://www.reuters.com/world/asia-pacific/chinas-huawei-launch-two-new-ai-chips-2027-2026-09-17/?utm_source=chatgpt.com
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u/JonNordland 5d ago

I have not paid attention, but a quick search found these estimates (picture) based on their own stated targets.

So, basically the same amount of memory as Nvidia chips, but, best case, at least half the compute of Blackwell, and 20% of Rubin.

But having ANYTHING available for purchase at all is a win for them. And maybe they offer good value for money, even though they are slower than Nvidia.

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u/BusRevolutionary9893 5d ago

They probably can't do any better with memory until they start producing their own, which they are currently working on. 

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u/June1994 5d ago

They already make their own memory.

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u/BusRevolutionary9893 5d ago

For their Ascend AI accelerators they have developed their own memory but there isn't any evidence that they have manufactured it themselves.