Kwenzekeni
I-Huawei Technologies imemezele ukuthi ingxenye ebalulekile yokuqeqeshwa kwemodeli ye-AI e-China izothuthela ezinhlelweni zayo ezisekelwe ku-Ascend ze-SuperPoD kanye ne-SuperCluster ngo-2027. Usihlalo ojikelezayo u-Eric Xu Zhijun uthe ama-Ascend chips adlule i-Nvidia emakethe yasekhaya, nakuba izibalo ezithile zinganikezwanga. Le nkampani iveze i-Atlas 960 SuperPoD kanye nePeerium Computing Architecture, ngenkathi iphawula ukuthi izithiyo zokukhiqiza zizogcina lezi zinhlelo ikakhulukazi ngaphakathi kweChina.
Phakathi nengqungquthela yeHuawei Connect 2026 e-Shanghai, usihlalo ojikelezayo u-Eric Xu Zhijun utshele izintatheli ukuthi kusukela ngonyaka ozayo, umthamo omkhulu wokuqeqeshwa kwemodeli ye-AI uzosekelwe ezinhlelweni ze-SuperPoD noma ze-SuperCluster ezixhaswe yi-Ascend 950DT processors. U-Xu ugomele ngokuthi ama-chips e-Ascend e-Huawei afinyelele i-Nvidia engxenyeni yemakethe yasekhaya e-China, nakuba engazange anikeze ngezibalo ezithile zamaphesenti ukufakazela lesi simangalo.
Lesi simemezelo siza njengoba i-Nvidia iqinisekise ngenyanga edlule ukuthi isiphinde yathumela ama-processor ayo e-H200 e-China ngaphansi kohlelo olusha lwamalayisense e-US. Nokho, lokhu kuthengiswa kumele ngaphansi kwephesenti elingu-1 lemali engenayo yesikhungo sedatha se-Nvidia yekota yesibili. I-SCMP ibike ngenyanga edlule, icaphuna imithombo kubathuthukisi abakhulu be-AI baseShayina, ukuthi amamodeli e-AI athuthuke kakhulu e-China ayesaqeqeshwa kuma-chips e-Nvidia, okuphakamisa ukugoba phakathi kwezimangalo zezabelo zemakethe kanye nengqalasizinda yokuqeqeshwa yemodeli ephezulu.
UHuawei wethule iqoqo lakhe elisha lekhompyutha ye-Atlas 960 SuperPoD ngoLwesine, elinikwa amandla ama-chips e-Ascend 960 kanye nezimangalo eziphindwe kabili ukuqeqeshwa nokusebenza okuqondile kwalowo owandulelayo. Le nkampani iphinde yethula i-Peerium Computing Architecture, eklanyelwe ukuxhuma amaphrosesa ayisigidi ukuze asebenze njengekhompyutha eyodwa. Ngenkathi i-Peerium isivele isetshenziswe ezinhlelweni ze-Atlas 950, okwamanje ihlolwa ku-hardware entsha ye-Atlas 960.
Ngaphandle kwalokhu kuthuthuka kwezobuchwepheshe, uXu uxwayise ngokuthi ukutholakala kwamanye amazwe kwezingxenyekazi zekhompiyutha zakamuva zikaHuawei kusalokhu kubambezelekile. Uveze ukuthi imikhawulo yokukhiqiza izogcina izinhlelo ikakhulukazi ngaphakathi kweChina, ephawula ukuthi inkampani ayinawo amandla anele okwanelisa izidingo zasekhaya, ingasaphathwa eyokunwetshwa emakethe yamazwe ngamazwe ngendlela egcwele. Kodwa-ke, uHuawei ubelokhu ethumela amanani amancane phesheya ukuze ayohlolwa ezindaweni ezidingeka kakhulu.
IHuawei ibike ukuthi ithumele amayunithi angaphezu kwe-1,000 e-Atlas SuperPod kumakhasimende amabhizinisi angaphezu kwama-370. UXu ugcizelele ukuthi amakhasimende amaningi akhethe i-Ascend ngenxa yezingozi zezwe kanye nokuncamela amasu abathengisi abaningi, wathi ukuphusha ukwanelisa ukuzimela kwe-chip kuyindlela ethile eya phambili yaseChina. Uveze ukuthi ukunikezwa kwekhompiyutha ye-AI yomhlaba wonke kanye nesidingo kuzofinyelela ukulingana cishe ngo-2029, neChina ifinyelele ibhalansi ngokuhamba kwesikhathi ngo-2030.
Imininingwane yomthombo: scmp.com ↗
Kungani kubalulekile
Lokhu kuphawula ushintsho olubalulekile kuzwelonke lwezingxenyekazi zekhompuyutha ze-AI, okubonisa ukuthi izilawuli zokuthekelisa zase-US zingase zisheshise ukuzimela kwe-semiconductor yasekhaya yase-China kunokukhawulela amakhono ayo kuphela. Ukushintshela kungqalasizinda ye-Huawei kuphakamisa ukuhoxiswa kokuthuthukiswa kwe-AI yase-China kusuka ku-ecosystem ye-Nvidia, okunomthelela ongokoqobo wokuqina kokuthengwa kwempahla kanye namandla okuncintisana phakathi kwabahlinzeki bezingxenyekazi zekhompuyutha base-US nabaShayina.
Ukushintshela kungqalasizinda yeHuawei kukhombisa ushintsho lwesakhiwo ku-AI ecosystem yaseChina, kunciphisa ukuthembela kubuchwepheshe be-semiconductor base-US. Lokhu kuthuthukiswa kuyimpendulo eqondile kuzilawuli zokuthekelisa zase-US eziklanyelwe ukukhawulela ukufinyelela kwe-China kuma-chips athuthukile, okuphakamisa ukuthi lezi zilawuli zingase zikhuthaze ngokungenhloso enye indlela yasekhaya eqinile.
Isimangalo sokuthi i-Ascend idlule i-Nvidia ngesabelo semakethe yasekhaya sibalulekile, kodwa asinakho ukuqinisekiswa okuzimele noma amaphuzu athile edatha. Umehluko phakathi kwalesi simangalo nemibiko yakamuva yokuthi amamodeli aphezulu aseShayina asaqeqeshwa ngama-chip e-Nvidia agqamisa ubunkimbinkimbi benguquko kanye negebe elingaba khona phakathi kwesabelo semakethe esivamile nengqalasizinda yokuqeqeshwa esebenza kahle kakhulu.
Embonini ye-AI yomhlaba wonke, lesi sinyathelo sikhombisa ukuhlangana kwemakethe yehadiwe. Abathuthukisi be-AI baseShayina bangase balinganisele ngokwandayo ku-ecosystem ye-Huawei, benze umkhondo ohlukile wobuchwepheshe ongaba nomthelela ekusebenzisaneni nokuncintisana kwendawo yamamodeli e-AI athuthukiswe e-China uma kuqhathaniswa nomhlaba wonke.
Izithiyo zokukhiqiza ezishiwo nguHuawei ziphakamisa ukuthi ngenkathi izinguquko zamasu ziqhubeka, ukuqaliswa okusebenzayo kunqunyelwe umthamo wokukhiqiza. Lokhu kuvinjwa kungabambezela ukugcwaliseka okugcwele koshintsho luka-2027 olubikezelwe, kugcine i-Nvidia ibalulekile emakethe yaseShayina ngezicelo ezisezingeni eliphezulu kuze kube yilapho uHuawei ekala ukukhiqizwa kwayo.
I-Interactive Mechanism: Indlela Esebenza Ngayo Ngempela
Hlola ubuchwepheshe obuyisisekelo ngemuva kwalokhu kuthuthukiswa ngokuhlanganyela.
Which component of an AI application is the machine-learning model itself?
Ongakubuka ngokulandelayo
Gada amanani angempela okuthunyelwa e-Ascend 950DT kanye nama-chips angu-960 phakathi konjiniyela abakhulu baseShayina be-AI ukuze uqinisekise ukushintsha kwesabelo semakethe esifunwayo. Buka noma yiziphi izinguquko kuzinqubomgomo zamalayisense zase-US mayelana nokuthunyelwa kwe-Nvidia H200 ukuya e-China, kanye nekhono le-Huawei lokukala ukukhiqizwa ukuze kuhlangatshezwane nesidingo sasekhaya ngaphambi kuka-2027.
Ukuqinisekiswa okuzimele kwezimangalo zesabelo semakethe kubalulekile. Bheka idatha evela kubahlaziyi bezinkampani zangaphandle noma okudalulwayo okuvela kumalebhu amakhulu e-AI yase-China mayelana nokwakheka kwangempela kwengqalasizinda yabo yokuqeqesha ngo-2026 nango-2027.
Gada amabhentshimakhi okusebenza we-Atlas 960 SuperPoD kanye ne-Ascend 960 chips uma kuqhathaniswa neminikelo yakamuva ye-Nvidia. Ukusebenza komhlaba wangempela ekuqeqesheni amamodeli ezilimi ezinkulu kuzonquma ukuthi isimangalo 'sokusebenza okukabili' sibambelela yini ngaphansi komthwalo ongokoqobo.
Buka izibuyekezo zezingxoxo ze-semiconductor yase-US-China. Noma yikuphi ukunwetshwa okwengeziwe noma ukuqiniswa kwezilawuli zokuthumela ngaphandle kungase kusheshise noma kuvimbe ukwamukelwa kwama-chips e-Huawei, kanye nokutholakala kwe-Nvidia's H200s e-China.
Landelela ukwanda komthamo wokukhiqiza we-Huawei. Ikhono lenkampani lokuhlangabezana nezidingo zasekhaya lizoba yinkomba ebalulekile yokuthi ngabe ukushintshwa kuka-2027 kungenzeka yini noma uma izithiyo zokuhlinzeka zizoqhubeka nokukhawulela ijubane lokutholwa.