Huawei chips are not good enough! Disliked by his own family, major Chinese manufacturers spent huge sums of money to seek help from Huida

Although Huawei is gradually narrowing the market gap with Huida in China's artificial intelligence accelerator (NPU) shipments, China's top technology companies such as ByteDance, Alibaba and Tencent have clearly stated that top graphics chip maker Huida will be their first choice, thanks to the raw performance of GPUs and support for CUDA.

A latest report states that due to the US ban on Huida B300 graphics cards, these companies have ordered more than 3 million Huida RTX PRO 5500 graphics cards for training their artificial intelligence models. However, even Huida cannot guarantee on-time delivery for all orders.

Although there may be delays in shipments, Chinese companies have almost accepted that there are currently no better alternatives to these GPUs.

According to Reuters, the total order value of ByteDance, Alibaba and Tencent is estimated to be as high as US$35 billion, far exceeding Huawei's production capacity.

Given that Huida's B300 chips have not yet been authorized by the United States to be exported to China, and Huawei's H200 chips are also subject to license restrictions, in order to avoid unnecessary export troubles, Huawei should obviously choose its Ascend series of chips. However, Huida's advantages in CUDA support and raw performance also explain why Huawei has to use multi-chip stacking to make up for these shortcomings.

Huida RTX PRO 5500 is a good choice for these Chinese companies, because a single GPU is equipped with up to 84GB of DDR7 ECC memory, 21760 CUDA cores and a memory bandwidth of 1.398TB/s.

Judging from the paper data, Huawei Ascend 950PR is undoubtedly a better choice with its 128GB HiBL 1.0 memory and 1.4-1.6TB/s memory bandwidth, as well as roughly the same power consumption as the RTX PRO 5500. However, software support is just as important as hardware. According to reports, Huida told its partners that they may only get 5-10% of the share, while the total orders from Chinese customers have exceeded 6 million yuan.