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No Nvidia? No problem - Huawei debuts AI system that's apparently faster than the market leader, the GB200 NVL72

  • 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.

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