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How Huawei plans to rival Nvidia in the AI chip business

Huawei has for the past four years been building an AI chip line.

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How Huawei plans to rival Nvidia in the AI chip business

U.S. curbs on the sales of advanced artificial chips by Nvidia (NVDA.O) to China are creating an opening for Huawei to win market share, with sources saying it won a sizeable AI chip order from Chinese tech giant Baidu (9888.HK) this year.

Better known globally for its telecoms and smartphones businesses, Huawei has for the past four years been building an AI chip line.

Here is what we know about its Ascend AI chip series, and its main product to rival Nvidia’s A100 chip, the 910B.

WHY AND HOW DID HUAWEI ENTER THE AI CHIP BUSINESS?
Huawei first unveiled its Ascend 910 in 2018 and the chip was officially launched in 2019 as part of a strategy to build a full-stack AI portfolio and become a provider of computing power. That same year, the company became the target of U.S. export controls.

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At the time, Huawei claimed that its chip was the world’s most powerful AI processor and Chinese media reports said the original Ascend 910 was manufactured on a 7-nanometer process.

Huawei said the chip could deliver 256 TeraFLOPS for half-precision floating point (FP16) operations and 512 TeraOPS for integer precision calculations (INT8).

The company also touted the chip’s efficiency, saying that its max power consumption was 310W which it said had exceeded Huawei’s original target at 350W.

The chip, however, failed to dent Nvidia’s dominance both inside and outside China. Nvidia introduced its A100 and H100 chips in 2020 and 2022 respectively which swept up the majority of the AI chip market share globally, a trend supercharged by the emergence of generative AI.

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Experts said Nvidia enjoyed a massive incumbent advantage over Huawei, with one key edge being the reliance of existing AI projects on Nvidia’s software ecosystem. While Huawei has its own ecosystem, version called CANN, analysts say it is much more limited in terms of the AI models it is capable of training.

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WHAT IS THE LATEST CHIP, THE 910B?
Huawei has not officially announced the Ascend 910B, a newer version of the 910, but some details about the chip have emerged in public comments by some Chinese companies and academics, as well as in technical guides on Huawei’s website.

In August, the chairman of Chinese AI giant iFlyTek (002230.SZ), Liu Qingfeng, praised Huawei for producing a GPU that he said was “basically the same as Nvidia’s A100” and said iFlyTek was working with Huawei to develop a hardware.

Chinese media outlet Yicai later reported that the hardware was powered by Ascend 910B, which had not been previously known.

Reuters also found that documents related to Ascend 910B, such driver and firmware upgrade guides, started appearing on Huawei’s website this August.

Last month, during iFlyTek’s earnings call, Senior Vice President Jiang Tao once again said the Ascend 910B’s capabilities were “comparable to Nvidia’s A100”.

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Baidu ordered 1,600 of Huawei 910B chips for 200 servers in August, one source told Reuters.

Analysts and sources say that the 910B chips are comparable to Nvidia’s in terms of raw computing power, but they still lag behind in performance. Still, they are seen as the most sophisticated domestic option available in China.

WHY DOES THIS MATTER FOR HUAWEI AND CHINA?
Analysts have estimated China’s AI chip market to be worth $7 billion and grabbing market share from Nvidia could mark a win for Huawei against the United States.

Huawei has reiterated how it wants to become a key provider of computing power for AI, with Chief Financial Officer Meng Wanzhou saying in September that Huawei wanted to build a computing base for China and give the world a “second option”, in a veiled reference to dominant provider the United States.

In the absence of Nvidia chips, China’s AI firms will have to rely on domestic products like Huawei’s less powerful chips, but analysts say that it could be only a matter of time before Huawei is able to close this gap, given the amount of support and investment the Chinese government is pouring into AI and semiconductors.

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Don’t worry if your Android gets stolen, new Theft Detection Lock comes to rescue

Don’t worry if your Android gets stolen, new Theft Detection Lock comes to rescue

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Don't worry if your Android gets stolen, new Theft Detection Lock comes to rescue

Google revealed plans to introduce a ground-breaking security feature for Android devices: Theft Detection Lock at the Google I/O 2024 developer conference held on Wednesday.

This innovative addition is specifically designed to combat the rising threat of smartphone theft by automatically locking the device when suspicious activity is detected.

Powered by artificial intelligence, Theft Detection Lock utilizes advanced algorithms to identify common motions associated with theft.

For instance, if a device suddenly begins moving rapidly in the opposite direction, indicative of a potential theft scenario, the feature swiftly triggers a screen lock mechanism.

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This proactive measure aims to thwart thieves from easily accessing sensitive user data stored on the device.

In addition to Theft Detection Lock, Google also announced the introduction of an Offline Device Lock feature. This functionality serves as a safeguard against intentional disconnection from the network, a common tactic employed by thieves to bypass security measures.

Instances such as repeated failed authentication attempts will prompt the Offline Device Lock, providing an added layer of protection for users’ devices.

Google revealed plans to enhance device security with measures aimed at preventing remote factory resets initiated by thieves.

Under the forthcoming update, if a thief attempts to reset a stolen device, they will be unable to set it up again without the necessary device or Google account credentials. This strategic move renders stolen devices essentially unsellable, significantly diminishing the incentives for phone theft.

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Tesla must face vehicle owners’ lawsuit over self-driving claims

Tesla must face vehicle owners’ lawsuit over self-driving claims

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Tesla must face vehicle owners' lawsuit over self-driving claims

A U.S. judge on Wednesday rejected Tesla’s bid to dismiss a lawsuit accusing Elon Musk’s electric car company of misleading owners into believing that their vehicles could soon have self-driving capabilities.

The proposed nationwide class action accused Tesla and Musk of having since 2016 falsely advertised Autopilot and other self-driving technology as functional or “just around the corner,” inducing drivers to pay more for their vehicles. 

U.S. District Judge Rita Lin in San Francisco said owners could pursue negligence and fraud-based claims, to the extent they relied on Tesla’s representations regarding vehicles’ hardware and ability to drive coast-to-coast across the U.S.

Without ruling on the merits, Lin said that “if Tesla meant to convey that its hardware was sufficient to reach high or full automation, the plainly alleges sufficient falsity.”

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The judge dismissed some other claims.

Tesla and its lawyers did not immediately respond to requests for comment. Lawyers for Tesla vehicle owners did not immediately respond to similar requests.

The case was led by Thomas LoSavio, a retired California lawyer who said he paid an $8,000 premium in 2017 for Full Self-Driving capabilities on a Tesla Model S, believing it would make driving safer if his reflexes deteriorated as he aged.

LoSavio said he was still waiting for the technology six years later, with Tesla remaining unable “even remotely” to produce a fully self-driving car.

The lawsuit seeks unspecified damages for people who since 2016 bought or leased Tesla vehicles with Autopilot, Enhanced Autopilot and Full Self-Driving features.

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Tesla has for many years faced federal probes into whether its self-driving technology might have contributed to fatal crashes.

Federal prosecutors are separately examining whether Tesla committed securities fraud or wire fraud by misleading investors about its vehicles’ self-driving capabilities, according to three people familiar with the matter.

Tesla has said Autopilot lets vehicles steer, accelerate and brake in their lanes, and Full Self-Driving lets vehicles obey traffic signals and change lanes.

But it had acknowledged that neither technology makes vehicles autonomous, or excuses drivers from paying attention to the roads.

The case is In re Tesla Advanced Driver Assistance Systems Litigation, U.S. District Court, Northern District of California, No. 22-05240.

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Microsoft asks hundreds of China staff to relocate

Microsoft asks hundreds of China staff to relocate

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Microsoft asks hundreds of China staff to relocate

Microsoft is asking about 700 to 800 people in its China-based cloud-computing and artificial-intelligence operations to consider transferring outside the country, the Wall Street Journal reported on Thursday.

The employees, mostly engineers with Chinese nationality, were earlier in the week offered an option to transfer to countries including the U.S., Ireland, Australia and New Zealand, the report said, citing people familiar with the matter.

The move comes amid spiralling US-China relations as the Biden administration cracks down on various sectors of Chinese imports, including electric vehicle (EV) batteries, computer chips and medical products.

A Microsoft spokesperson told the Journal that providing internal opportunities is part of its global business and confirmed the company had shared an optional internal transfer opportunity with a subset of employees. 

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Reuters reported earlier this month that the U.S. Commerce Department is considering a new regulatory push to restrict the export of proprietary or closed source AI models, whose software and the data it is trained on are kept under wraps.

The spokesperson, however, told the newspaper that the company remains committed to the region and will continue to operate in China.

Microsoft didn’t immediately respond to a Reuters request for comment.

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