Huawei has launched the CloudMatrix 384 Supernode, an AI infrastructure architecture to rival Nvidia's NVL72 system.CloudMatrix 384 delivers nearly double the compute power with superior memory and bandwidth compared to Nvidia's NVL72.However, the CloudMatrix 384 consumes almost four times the power, which is less critical in China due to abundant power generation.Huawei's domestic semiconductor capabilities are growing, and it has managed to bypass export controls through complex sourcing strategies.