I've recently been blown away by Gemini 2.5, which I think is one of the best AI systems out there right now. Google's use of its unique processors for matrix operations has really ramped up efficiency in its AI capabilities, according to what I've heard from a senior at Google. Given this, I'm curious why China isn't producing its own specialized chips, like Tensor processors, to achieve similar efficiencies instead of relying on NVIDIA's GPUs? I know they struggle with older DUV technology and that EUV isn't set to arrive until 2028, but still, couldn't they find a way around it?
5 Answers
Who says they can't do it? Huawei is already releasing more powerful chips, like the Ascend 920. The price-to-performance ratio is looking pretty competitive. At this rate, I wonder why the U.S. isn’t sending more of their lower-end GPUs to China, as it seems like there's an opportunity being missed here.
China is absolutely making strides in chip development. The Ascend 910C is on par with some of NVIDIA's offerings right now. The Chinese market is massive with over a billion potential users, so the internal demand is there, and it will take time before they start exporting their tech.
Actually, they're already on it! If you look at Huawei's Ascend 910 series, you'll see they are indeed developing their own chips. The real hurdle isn't just making the chips; it's creating the accompanying software and drivers that keep NVIDIA in the lead. AMD has faced similar struggles. So, while the hardware might be there, the software is crucial for true competitiveness.
Yeah, Huawei has been working on their AI chips and claims they can match NVIDIA’s A100 in some areas. The only issue might be the manufacturing process—like you mentioned, they still haven't transitioned fully to advanced nodes, which can impact performance and cost.
Just to throw this in: there's a lot of specialized chip development in China for consumer-grade AI applications—think facial recognition and voice recognition. While they may not have the broad, general-purpose chips that NVIDIA offers, they are well-established in niche markets.
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