华为亮剑：910C芯片能否突围H100？国产AI的底气

Huawei Strikes Back: Can the 910C Chip Break Through the H100 Barrier? The Confidence of Domestic AI 💪

最近科技圈有点热闹，华为的AI芯片又有了新动作。这次是910C，据说剑指英伟达的H100，目标很明确，就是要加速AI芯片的国产替代。在全球局势不明朗的背景下，这步棋的分量可不轻。

The tech world has been buzzing lately, with Huawei making new moves in the AI chip arena. This time it's the 910C, reportedly aimed at Nvidia's H100, with a clear goal of accelerating domestic substitution of AI chips. Against the backdrop of an uncertain global landscape, this move carries significant weight. 🚀🔥

性能几何？瞄准H100的80%？

听说华为计划五月就开始大规模铺货910C，一部分已经发出去了。这芯片有点意思，用了个「套娃」的思路，把俩910B处理器整合到一块儿，愣是把性能拉到了接近H100的水平。当然，有海外分析师泼了点冷水，说算力大概是H100的80%左右。即便如此，能达到这个程度也相当可以了。

Performance Geometry? Aiming for 80% of H100? 🤔

Heard that Huawei plans to start mass delivery of the 910C in May, and some have already been shipped. This chip is quite interesting, using a "matryoshka doll" 🪆 approach, integrating two 910B processors into one, forcibly pulling the performance close to the level of H100. Of course, some overseas analysts poured cold water 🥶, saying that the computing power is about 80% of H100. Even so, reaching this level is quite impressive. 🚀

美国禁令下的机会

老美对AI芯片的出口管制，客观上给华为创造了机会。没了英伟达的高端货，国内搞AI模型开发和推理的，估计会优先考虑910C。不得不说，这步棋走得挺妙，直接把外部压力转化成了内部动力。

值得一提的是，昇腾生态现在占了中国智能算力37%的份额，而且政府采购国产AI芯片的比例已经达到了62%。这数据说明啥？说明国产替代已经不是口号，而是实实在在的趋势了。

Opportunities Under the US Ban

The US export controls on AI chips, objectively, create opportunities for Huawei. Without Nvidia's high-end products, those in China developing and inferencing AI models will likely prioritize the 910C. It has to be said, this move is quite clever, directly transforming external pressure into internal momentum.

It's worth mentioning that the Ascend ecosystem now accounts for 37% of China's intelligent computing power, and the proportion of government procurement of domestic AI chips has reached 62%. What does this data show? It shows that domestic substitution is no longer just a slogan, but a real trend.

不只是910C，还有920在路上

华为在AI芯片上的野心可不小。除了眼前的910C，还在憋大招，据说昇腾920也在研发中，预计下半年就能量产。这说明啥？说明华为在AI芯片上的投入还在增加，未来的国产AI芯片，可能比我们想象的还要给力。

Not Just the 910C, the 920 is on the Way 🚀

Huawei's ambitions in AI chips are not small. In addition to the current 910C, they are also brewing up a big move. Rumor has it that the Ascend 920 is also under development and is expected to be mass-produced in the second half of the year. What does this mean? It shows that Huawei's investment in AI chips is still increasing, and the future of domestic AI chips may be even more powerful than we imagined. 💪

总的来说，华为这次的910C，不仅仅是一款芯片，更是中国科技企业试图摆脱技术封锁的一个缩影。能不能成功突围，挑战英伟达的地位？咱们拭目以待。毕竟，科技自立自强，才是硬道理。

Overall, Huawei's 910C is not just a chip, but an epitome of Chinese tech companies trying to break free from technological blockade. Will it successfully break through and challenge NVIDIA's position? Let's wait and see. After all, technological self-reliance is the ultimate truth. 💪🚀

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