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Huawei Ships Cloud Matrix 384 to Compete with Nvidia

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According to a recent video from the YouTube channel "Ruben Tek," Huawei has rapidly launched its Cloud Matrix 384 supercluster, an advanced AI system already shipping to clients in China and designed to compete with top-tier Nvidia chips like the GB200-powered NVL72. This move comes as Chinese companies face restrictions on obtaining Nvidia's most powerful semiconductors due to U.S. export controls. While individual Huawei chips in the Cloud Matrix 384 are less powerful than Nvidia's, Huawei compensates by networking a large number of chips together using advanced optical technology, which also results in significantly higher power consumption. Though Huawei's software ecosystem still lags behind Nvidia's CUDA, the Cloud Matrix offers a viable domestic alternative for Chinese firms, capitalizing on the country's lower energy costs and large pool of engineers despite facing manufacturing limitations and geopolitical risks.

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