As an illustration, cluster computing technique permits it to compete on the server degree on efficiency, mentioned Shrish Pant, director analyst at Gartner. Whereas the method could also be much less environment friendly by way of energy consumption, it’s efficient for a lot of purposes.
“Efficiency on a chip degree for Huawei’s 910C is roughly equal to Nvidia’s H100, and it may be a superb different to now-restricted Nvidia’s H20 chips in China, supplied the remainder of the items fall in place,” Pant mentioned. “Since Huawei can not entry the most recent and biggest tech in semiconductor manufacturing but, they’re innovating in instructions like non-Moore’s regulation method, and one of many examples is architectural modifications like becoming a member of two reticle-size GPU dies to double efficiency.”
The method additionally aligns with Huawei’s strengths. In cluster computing, the important thing problem usually lies not in constructing massive techniques however in optimizing community efficiency throughout nodes to method peak effectivity.
“Huawei is well-known for its networking capabilities and could also be utilizing proprietary software-defined networking capabilities that may speed up the cluster,” mentioned Hyoun Park, CEO and chief analyst of Amalgam Insights. “And there are mathematical methods, such because the well-publicized DeepSeek use of an 8-bit floating level for coaching somewhat than the 16-bit model usually utilized by most AI distributors.”
By simplifying mannequin coaching and making use of mathematical methods that commerce some accuracy for effectivity, Huawei might offset restricted processing capabilities by relying extra on energy availability and software program optimization.
Warning over sanctions
Huawei additionally has a vested curiosity in reducing expectations for its {hardware} on a world foundation, as it’s attempting to keep away from as many US and ally-based restrictions as attainable.