Huawei unveils new AI chip tech in bid to challenge Nvidia’s market dominance

华为发布新型AI芯片技术，欲挑战英伟达的市场主导地位

In a move that could mark a potential breakthrough for China's AI ambitions, Huawei on Thursday (Sep 18) unveiled new hardware that it says could deliver world-class computing power without having to rely on the advanced chips of American tech giant Nvidia. The Chinese telecoms equipment company said it had developed what it called the world's most powerful supernode computing cluster using local chip technology. Alex Capri, senior lecturer at NUS Business School, tells CNA’s Asia Now that having a resilient supply chain is “super important” for big tech firms as global supply chains became more vulnerable to geopolitical pressures. He also shares his thoughts on the significance of Huawei’s AI chip roadmap.

9月18日，华为发布了一款新型硬件，无需依赖美国科技巨头英伟达的先进芯片，便能提供世界级的计算能力。此举或许将成为中国人工智能发展雄心的潜在突破点。这家中国电信设备企业表示，已利用本土芯片技术研发出据称是“全球性能最强的超节点计算集群”。

新加坡国立大学商学院高级讲师亚历克斯·卡普里向新加坡亚洲新闻台《Asia Now》栏目表示，随着全球供应链受地缘政治压力影响愈发脆弱，建立有韧性的供应链对大型科技企业而言“极为重要”。他还就华为AI芯片发展路线图的意义分享了看法。

以下是各国网友的评论：

drystiscalio4279
Ban China on ISS = China make their own space station.
Ban China on AI chips = China make their own AI chips.
Ban EUV on China = China WILL make their own EUV.
One day when China succeeded unification, China will reign supreme in major tech industries. (Renewable energy,battery,chips)

禁止中国参与国际空间站，然后中国就自己建空间站。

禁止中国获取AI芯片，然后中国就自己造AI芯片。

禁止向中国提供EUV光刻机，然后中国肯定会自己造出EUV光刻机。

等中国实现统一那天，中国会在主要科技产业（可再生能源、电池、芯片）里占据绝对优势。

petergreen5337
Agreed

同意

user-xg6dn4lq8r
China blocked the Nvidia bid due to "backdoor concerns". The truth is China wants chip independence, even if that means being 5-7 years behind

中国以“存在后门隐患”为由阻止了英伟达的收购案。真相是中国想实现芯片自主，即便这意味着要落后5到7年。

mptw
You can reign supreme without unification. Respect where it's due

不统一也能占据优势。该尊重的地方就得尊重。

Quancept
The final nail in the coffin for the western tech monopoly is gonna come from SMIC and SMEE. Congrats China, love and best wishes from India

西方科技垄断的最后一根棺材钉，会由中芯国际和上海微电子钉下。祝贺中国，来自印度的爱与祝福。

christopherchen6170
we should get along

我们应该好好相处

KD-xq5co
This guest does not want to answer the questions

嘉宾不想回答这些问题

niwdelrak26
I already invested in China AI and robotics. Lets go to the moon!
Going to buy BYD and SMIC soon

我已经投资了中国的人工智能和机器人产业。冲啊！很快就要买比亚迪和中芯国际的股票了

warrenbuffetquotes
I'm from India I admire China's progress I hope they win

我来自印度，我钦佩中国的发展，希望中国能成功

Anders01
Is it the Ascend 920 chip? I heard that it rivals Nvidia's Blackwell chips!

是华为的昇腾920芯片吗？我听说它能和英伟达的 Blackwell 芯片抗衡！

ajobaGasoil
Kudos to CNA for reporting this! As a consumer, this is a really a good news!

为新加坡亚洲新闻台的这篇报道点赞！作为消费者，这真是个好消息！

rbc812
The gov needs to protect the submarine cables.

政府需要保护海底光缆。

patrickgz
its using huawei chips and huawei all-optical switching products that ups the processing throughput. another deepseek like moment where improved algorithm and logic increased throughput at play.

这用的是华为芯片和华为全光交换产品，提升了处理吞吐量。这又是一个类似深度求索的例子——通过改进算法和逻辑来提高吞吐量。

irfanifteqarali5388
Great move ......my china .. i am going to invest more in Chinese index fund..... My future golden goose is china

做得好，我的中国。我要多投资中国指数基金，中国是我未来的摇钱树

MrDebour
China is the superpower

中国现在已经是超级大国

aucespiatek6284
China is not a superpower, China is a develo country and the United States is the only superpower.

目前中国还不是超级大国，中国还是发展中国家，美国才是唯一的超级大国。

pacanosiu
lets go to release, to compete

赶紧发布，来竞争吧

cryptobuzz1645
Wait I thought they were lock out of the tech to make those chips？ how did they bypass this?

等等，我以为他们被禁止获取制造这些芯片的技术了？他们是怎么绕过去的？

patrickgz
not only chips. huawei is using chips designed specially for its network products that increases throughput. its like another deepseek like moment made possible using improved algorithm and logic to get horsepower.

不只是芯片。华为在用专门为网络产品设计的芯片，这能提高吞吐量。这就像深度求索一样，通过改进算法和逻辑来获得强大的算力。

teoeehuat8742
Nvidia Chip 3 Horse Power.
Huawei Chip 1+ 1 + 1 = 3 Horse Power as well.

英伟达芯片是3马力。

华为芯片1+1+1，也能凑够3马力。

patrickgz
basically correct. huawei is using both chips and its advanced network products to get same horsepower. somewhat like deepseek using algorithm and logic to get horsepower rivaling gpt

基本是这么回事。华为是结合芯片和先进的网络产品，才达到了同等算力。有点像深度求索，靠算法和逻辑获得能和GPT抗衡的算力。

pepelepew1227
china no 1

中国第一

petergreen5337
Well done Huawei yet AGAIN

华为干得漂亮

tedchandran
5nm fabrication is the holy grail of Huawei chips. Jai Hind.

5纳米制造工艺是华为芯片的圣杯。印度必胜。

pepelepew1227
what has india got to do with this ?

这跟印度有什么关系？

itthedeck4115
Why do I often see non-Indonesian experts in Bali (like Alex Capri here)? Are they attending a conference or something?

为什么我总在巴厘岛看到非印尼籍的专家（比如这儿提到的亚历克斯·卡普里）？他们是在开什么会吗？

buddywins8507
Yes, Bali is very popular in the west

对，巴厘岛在西方很受欢迎

zappy1985
Anything that Huawei announces need to be taken with a pinch of salt.. 6 months later negative news always surface

华为宣布的事都得打个折扣听，半年后总会有负面消息冒出来

Dollarrmb-pk6ub
What example do you have?
Or it is just your imaginary fabrication

你有什么例子吗？

还是说这只是你瞎编的？

eckmenglee8060
Please give some examples of "pinch of salt" statements that Huawei has given? What negative news that you have privy to, that the rest of the internet does not have?

Personally, I feel that it is only a matter of time (couple of years), before Huawei will announce a really leapfrog kind of breakthrough that will move it out of USA's technology reach.

Therefore USA tech stocks should drop by at least 1/2 as the P/E ratios are talking about 50 and I think it should be closer to 20.

麻烦举几个华为说过的、需要“打折扣听”的话？你有什么独家的负面消息，是网上其他人都不知道的？

我个人觉得，华为用不了几年，肯定会宣布一次真正的跨越式突破，彻底摆脱美国的技术钳制，这只是时间问题。

到时候美国科技股至少得跌一半，因为它们的市盈率都到50了，我觉得合理市盈率应该接近20。

peteryeng
I think I’ve heard this story before. I fact, Huawei supposed to have 5nm chip some time ago? I wonder where they are now. So you take thousands of chips to match one. Ok, so that’s news worthy - assuming it’s true.

我好像以前听过这说法。其实，华为不是早该有5纳米芯片了吗？在哪里呢？所以是用几千块芯片凑一块，才能比得上人家一块？行吧，这算个新闻——前提是真的。

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