This video discusses how the partnership between Huawei’s Ascend Super Node technology and DeepSeek, a Chinese large language model, poses a significant challenge to the dominance of Nvidia and GPT models in the global AI industry.
Key points from the video include:
- Huawei’s Ascend Super Node Technology: The video highlights Huawei’s Cloud Matrix 384, a supercomputing cluster that achieves high-speed interconnection of 384 cards. This technology uses a high-speed bus to replace traditional Ethernet, resulting in 15 times higher communication bandwidth and significantly reduced latency.
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DeepSeek’s Role: DeepSeek is presented as a leading Chinese large language model that has become an industry standard due to its open-source nature and cost-effectiveness. DeepSeek’s collaboration with Huawei’s Ascend 910B chips is seen as a move away from reliance on Nvidia’s ecosystem.
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The US-China Tech War: The video frames this development within the context of the technology competition between the US and China. It argues that China is well-positioned to win this “technology war” due to its robust industrial capacity and strong hardware ecosystem.
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Competition with US Models: The video claims that Chinese large models like DeepSeek, Qwen, and Doubao are equally impressive and, in some cases, more commercially successful than their US counterparts.