China's Tech Titans Aren't Buying Huawei Chips Due To Overheating Issues And NVIDIA's Existing Ecosystem Lock-Ins Via CUDA

Chinese Tech Firms Reportedly Unimpressed with Overheating of Huawei AI Accelerator Samples

Mid-way through last month, Tencent's President—Martin Lau—confirmed that this company had stockpiled a huge quantity of NVIDIA H20 AI GPUs, prior to new trade restrictions coming into effect. According to earlier reports, China's largest tech firms have collectively spent $16 billion on hardware acquisitions in Q1'25. Team Green engineers are likely engaged in the creation of "nerfed" enterprise-grade chip designs—potentially ready for deployme…

China's Tech Titans Aren't Buying Huawei Chips Due To Overheating Issues And NVIDIA's Existing Ecosystem Lock-Ins Via CUDA

Huawei hoped to wean off China from NVIDIA's dominance via its Ascend 910C GPUs, but continues to encounter substantial inertia in this endeavor, courtesy of NVIDIA's ecosystem lock-ins via the CUDA software and Huawei's own shortcomings. To wit, the Information is now reporting that China's tech titans, including TikTok's parent ByteDance, Alibaba, and Tencent, have yet to order Huawei's AI chips in large quantities. Several factors have coales…