Maxaa dhacay
Huawei Technologies ayaa ku dhawaaqday in qayb muhiim ah oo ka mid ah tababarka moodalka AI ee Shiinaha ay u guuri doonaan nidaamka SuperPoD-ku-saleysan iyo SuperCluster ee 2027. Guddoomiyaha wareegga Eric Xu Zhijun ayaa sheegay in Ascend chips ay dhaaftay Nvidia saamiga suuqa gudaha, inkastoo tirooyin gaar ah aan la bixin. Shirkaddu waxay soo bandhigtay Atlas 960 SuperPoD iyo Peerium Computing Architecture, iyadoo xustay in caqabadaha wax soo saarka ay ku ilaalin doonaan nidaamyadan ugu horreyn gudaha Shiinaha.
Inta lagu guda jiro shirka Huawei Connect 2026 ee Shanghai, gudoomiyaha wareega Eric Xu Zhihun ayaa u sheegay wariyeyaasha in laga bilaabo sanadka soo socda, mugga weyn ee tababarka moodalka AI wuxuu ku saleysnaan doonaa SuperPoD ama SuperCluster nidaamyada ay ku shaqeeyaan Ascend 950DT. Xu wuxuu caddeeyay in Huawei's chips Ascend chips uu ka sarre maray Nvidia saamiga suuqa gudaha ee Shiinaha, in kasta oo uusan bixin tirooyin gaar ah oo boqolkiiba ah si loo xaqiijiyo sheegashadan.
Ku dhawaaqista ayaa timid iyadoo Nvidia ay xaqiijisay bishii hore inay dib u bilowday shixnadaha H200 ee Shiinaha iyada oo la raacayo nidaam cusub oo shatiga Mareykanka ah. Si kastaba ha ahaatee, iibkan ayaa ka dhigan in ka yar 1 boqolkiiba dakhliga xarunta xog-ururinta ee Nvidia. SCMP ayaa soo warisay bishii hore, iyada oo soo xiganaysa ilo laga soo xigtay horumarinta Shiinaha ee AI, in moodooyinka AI ee ugu horumarsan ee Shiinaha weli lagu tababaray chips Nvidia, taasoo soo jeedinaysa dib u dhac u dhexeeya sheegashada saamiyada suuqa iyo kaabayaasha tababarka moodeelka sare ee dhabta ah.
Huawei ayaa daaha ka qaaday kooxdeeda cusub ee Atlas 960 SuperPoD kombuyuutarada Khamiista, kaas oo ay ku shaqeeyaan Ascend 960 chips waxayna sheeganayaan inay labanlaabanayaan tababbarka iyo waxqabadka ka-hortagga ee ka horreeyay. Shirkaddu waxa kale oo ay soo bandhigtay Peerium Computing Architecture, oo loogu talagalay in ay isku xidhaan hal milyan oo Processor si ay ugu shaqeeyaan sidii hal kumbiyuutar. Iyadoo Peerium mar hore la geeyay nidaamyada Atlas 950, waxay hadda ku socotaa tijaabinta qalabka cusub ee Atlas 960.
In kasta oo ay jiraan horumarkan tignoolajiyadeed, Xu wuxuu ka digay in helitaanka caalamiga ah ee qalabkii ugu dambeeyay ee Huawei uu weli xaddidan yahay. Waxa uu sheegay in xaddidaadda wax-soo-saarku ay ilaalin doonaan nidaamyada inta badan gudaha Shiinaha, isagoo xusay in shirkadu aysan haysan awood ku filan oo ay ku qanciso baahida gudaha, iska daa in ay u ballaariso suuqa caalamiga ah si buuxda. Si kastaba ha ahaatee, Huawei waxa ay u soo rartay xaddi yar oo dibadda ah si loogu tijaabiyo gobollada baahida sare loo qabo.
Huawei ayaa soo warisay in ay geysay in ka badan 1,000 Atlas SuperPoD oo ah in ka badan 370 macaamiisha ganacsiga ah. Xu wuxuu carabka ku adkeeyay in macaamiil badan ay doorteen Ascend sababo la xiriira khataraha juquraafiyeed iyo doorbidida xeeladaha iibiyeyaasha badan, isagoo sheegay in riixida isku-filnaanshaha buuxa ay tahay wadada gaarka ah ee Shiinaha. Waxa uu saadaaliyay in sahayda iyo baahida kombuyuutarada AI ee caalamiga ahi ay gaadhi doonto dheeli tirnaan ku dhawaad 2029, iyadoo Shiinuhu uu gaadhi doono miisaan wax yar ka dib 2030.
Maxay muhiim u tahay
Tani waxay calaamad u tahay isbeddelka muhiimka ah ee muuqaalka qalabka AI ee caalamiga ah, taas oo muujinaysa in kontaroolada dhoofinta Mareykanka laga yaabo inay dardargeliyaan isku-filnaanta semiconductor gudaha Shiinaha halkii ay xaddidi lahaayeen oo keliya awoodeeda. U gudubka kaabayaasha Huawei waxay soo jeedinaysaa kala goynta horumarinta Shiinaha ee AI ee nidaamka deegaanka ee Nvidia, oo leh saamayn la taaban karo oo ku saabsan adkeysiga silsiladda sahayda iyo dhaqdhaqaaqa tartanka u dhexeeya bixiyeyaasha qalabka AI ee Mareykanka iyo Shiinaha.
U wareejinta kaabayaasha Huawei waxay astaan u tahay isbeddel qaab dhismeedka deegaanka Shiinaha ee AI, taasoo yaraynaysa ku tiirsanaanta tignoolajiyada semiconductor ee Mareykanka. Horumarkan ayaa jawaab toos ah u ah kontaroolada dhoofinta Maraykanka ee loogu talagalay in lagu xaddido gelitaanka Shiinaha ee chips-yada horumarsan, taasoo soo jeedinaysa in kontarooladani ay si badheedh ah u kobcinayaan beddelka gudaha ee adag.
Sheegashada ah in Ascend ay dhaaftay Nvidia saamiga suuqa gudaha waa mid muhiim ah, laakiin waxaa ka maqan xaqiijin madax-bannaan ama dhibco xog gaar ah. Farqiga u dhexeeya sheegashadan iyo warbixinadii dhawaa ee ahaa in moodooyinka Shiinaha ee ugu sarreeya ay wali ku tababbarayaan chips-ka Nvidia ayaa muujinaya kakanaanta kala-guurka iyo farqiga u dhexeeya saamiga suuqa guud iyo kaabayaasha tababarka waxqabadka sare leh.
Warshadaha caalamiga ah ee AI, tallaabadani waxay muujinaysaa kala qaybsanaanta suuqa qalabka. Horumarinta Shiinaha ee AI ayaa laga yaabaa inay si sii kordheysa u jaangooyaan nidaamka deegaanka ee Huawei, iyagoo abuuraya jihada teknoolojiyadda goonida ah taas oo saameyn karta wada shaqeynta iyo muuqaalka tartanka ee moodooyinka AI ee lagu sameeyay Shiinaha iyo adduunka intiisa kale.
Caqabadaha wax-soo-saarka ee uu sheegay Huawei waxay soo jeedinayaan in iyada oo isbeddelka istaraatiijiyadeed uu socdo, hirgelinta la taaban karo ay xaddidan tahay awoodda wax soo saarka. Caqiidadani waxay dib u dhigi kartaa xaqiijinta buuxda ee isbeddelka 2027 ee la saadaaliyay, iyada oo la ilaalinayo Nvidia ee ku habboon suuqa Shiinaha codsiyada dhamaadka-sare ilaa Huawei uu cabbiro wax soo saarkiisa.
Farsamaynta Is-dhexgalka: Sida Dhabta Ay U Shaqeyso
U baadh tignoolajiyada hoose ee ka dambeeya horumarkan si isdhexgal leh.
Which component of an AI application is the machine-learning model itself?
Maxaa la daawan doona xiga
La soco heerarka dhabta ah ee geynta Ascend 950DT iyo 960 chips ee ka mid ah horumarinta Shiinaha ee AI si loo xaqiijiyo isbeddelka saamiga suuqa ee sheegashada. U fiirso isbeddel kasta oo ku yimaadda siyaasadaha shatiga Mareykanka ee ku saabsan shixnadaha Nvidia H200 ee Shiinaha, iyo sidoo kale awoodda Huawei ee lagu cabbirayo wax soo saarka si loo daboolo baahida gudaha ka hor 2027.
Xaqiijinta madaxbannaanida sheegashada saamiyada suuqa waa muhiim. Ka raadi xogta falanqeeyayaasha qolo saddexaad ama siidaynta shaybaadhka Shiinaha ee AI ee waaweyn ee ku saabsan kaabahooda tababarka dhabta ah ee 2026 iyo 2027.
La soco halbeegyada waxqabadka Atlas 960 SuperPoD iyo Ascend 960 chips marka la barbar dhigo waxbixinihii ugu dambeeyay ee Nvidia. Waxqabadka adduunka dhabta ah ee tababarka qaababka luqadaha waaweyn ayaa go'aamin doona haddii sheegashada 'waxqabad labanlaab' ay ku jiraan culeysyo shaqo oo la taaban karo.
La soco wixii ku soo kordha wada xaajoodyada semiconductor ee US-China. Fududeynta kale ama adkeynta kontaroolada dhoofinta waxay dardar galin kartaa ama carqaladayn kartaa qaadashada chips-ka Huawei, iyo sidoo kale helitaanka Nvidia's H200s ee Shiinaha.
Lasoco ballaadhinta awoodda wax-soo-saarka Huawei Awoodda shirkaddu u leedahay in ay buuxiso baahida gudaha waxay noqon doontaa tilmaame muhim ah oo muujinaya in isbeddelka 2027 uu yahay mid macquul ah ama haddii caqabadaha saadka ay sii wadi doonaan inay xaddidaan xawaaraha korsashada.