华为给钱多就一俊遮百丑了吗

四角池

华尔街日报



Huawei Readies New Chip to Challenge Nvidia, Surmounting U.S. Sanctions
华为准备推出新芯片挑战英伟达，超越美国制裁
Chinese tech company looks for AI business with Ascend series but still faces production issues
中国科技公司通过Ascend系列寻求人工智能业务，但仍面临生产问题
By  经过
Liza Lin 林丽莎
and  和
Raffaele Huang 黄拉斐尔
Aug. 13, 2024 5:43 am ET
2024 年 8 月 13 日 5:43 上午ET

A Huawei exhibition area at the World Artificial Intelligence Conference in Shanghai in July. Photo: Andy Wong/Associated Press
7月，上海世界人工智能大会上的华为展区。照片： Andy Wong/美联社
China’s Huawei Technologies is close to introducing a new chip for artificial intelligence use, overcoming U.S. sanctions to challenge Nvidia NVDA 4.08%increase; green up pointing triangle
中国华为技术有限公司即将推出人工智能用新芯片，克服美国制裁挑战英伟达NVDA涨幅4.08% ；绿色向上的三角形 in the Chinese market. 在中国市场。
Chinese internet companies and telecommunications operators have been testing Huawei’s latest processor, called Ascend 910C, in recent weeks, according to people familiar with the matter. Huawei told potential clients that the new chip is comparable to Nvidia’s H100, which was introduced last year and isn’t directly available in China, the people said.
据知情人士透露，中国互联网公司和电信运营商最近几周一直在测试华为最新的处理器 Ascend 910C。知情人士称，华为告诉潜在客户，这款新芯片可与 Nvidia 去年推出的 H100 芯片相媲美，但在中国无法直接销售。

四角池

China’s Huawei Technologies is close to introducing a new chip for artificial intelligence use, overcoming U.S. sanctions to challenge Nvidia in the Chinese market.
中国华为技术有限公司即将推出一款用于人工智能的新芯片，克服美国制裁，在中国市场挑战英伟达。
Chinese internet companies and telecommunications operators have been testing Huawei’s latest processor, called Ascend 910C, in recent weeks, according to people familiar with the matter. Huawei told potential clients that the new chip is comparable to Nvidia’s H100, which was introduced last year and isn’t directly available in China, the people said.
据知情人士透露，中国互联网公司和电信运营商最近几周一直在测试华为最新的处理器 Ascend 910C。知情人士称，华为告诉潜在客户，这款新芯片可与 Nvidia 去年推出的 H100 芯片相媲美，但在中国无法直接销售。
Huawei’s ability to keep advancing in chips is the latest sign of how the company has managed to break through U.S.-erected obstacles and develop Chinese alternatives to products made by the U.S. and its allies. Aided by billions of dollars in state support, it has become a national champion in areas including AI and a key part of Beijing’s endeavor to “delete” American technologies.
华为在芯片领域不断进步的能力是该公司成功突破美国设置的障碍并开发中国替代美国及其盟国制造的产品的最新迹象。在国家数十亿美元的支持下，它已成为人工智能等领域的全国冠军，也是北京“删除”美国技术努力的关键部分。
Still, Huawei has run into production delays in its current chips, according to the people. It faces the prospect of further U.S. restrictions that could deprive it of machine components and the latest memory chips used in AI hardware.
知情人士称，尽管如此，华为目前的芯片仍面临生产延迟的问题。它面临着美国进一步限制的前景，这可能会剥夺它的机器组件和人工智能硬件中使用的最新存储芯片。
Companies including TikTok parent ByteDance, search-engine giant Baidu and state-owned telecommunications carrier China Mobile are in early discussions about obtaining the 910C, the people said. Initial negotiations between Huawei and potential customers indicate that orders are likely to surpass 70,000 chips, with a total value of around $2 billion, they said.
知情人士称，包括 TikTok 母公司字节跳动、搜索引擎巨头百度和国有电信运营商中国移动在内的公司正在就获得 910C 进行初步讨论。他们表示，华为与潜在客户的初步谈判表明，订单可能超过 70,000 颗芯片，总价值约为 20 亿美元。
Huawei aims to start shipping as soon as October, the people said. They cautioned that final purchases may differ from initial plans and the delivery schedule may change. A Huawei representative declined to comment.
知情人士称，华为计划最早于 10 月份开始发货。他们警告说，最终购买可能与最初计划有所不同，并且交付时间表可能会发生变化。华为代表拒绝置评。
Huawei has been on the U.S. entity list since 2019, signifying that Washington considers the company a national-security threat. That has blocked it from using factories in places such as Taiwan to manufacture its chips and hindered access to critical components and manufacturing equipment.
华为自2019年以来一直被列入美国实体名单，这表明华盛顿认为该公司对国家安全构成威胁。这阻碍了它使用台湾等地的工厂来制造芯片，并阻碍了关键零部件和制造设备的获取。
China is stepping up support for semiconductor manufacturing and in May raised $48 billion in the third installment of a national investment fund for the industry.
中国正在加大对半导体制造业的支持力度，并于5月为该行业筹集了第三期国家投资基金480亿美元。