Beijing Increases pressure on Nvidia! Huawei Makes a Bold Move into AI Data Centers with SuperPoDs!
Reading Time: 4 minutes
Huawei is transitioning from a networking giant to a champion of AI infrastructure. With its Ascend AI accelerators, Atlas/TaiShan servers, GaussDB, and the new UnifiedBus interconnect, the company is shaping its own SuperPoDs and SuperClusters, directly addressing Nvidia's (NVDA) roadmap. While China's regulators are slowing down orders for Nvidia AI chips and CEO Jensen Huang expresses disappointment, Huawei is exploiting the gap with an aggressive product and ecosystem offensive, ranging from hyperscale training to the last mile in the mid-market....
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