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Huawei's Ascend 910C: Navigating Trade and Tech
This chapter explores the launch of Huawei's Ascend 910C chip as a domestic AI accelerator in China, focusing on its comparisons with NVIDIA's H100 and the implications of export controls. It also delves into China's strategic chip stockpiling, the rise of SMIC, and the geopolitical tensions affecting the semiconductor landscape.
Our 203rd episode with a summary and discussion of last week's big AI news!
Recorded on 03/14/2025
Hosted by Andrey Kurenkov and Jeremie Harris.
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