{"id":1956,"date":"2024-06-01T05:33:11","date_gmt":"2024-06-01T05:33:11","guid":{"rendered":"https:\/\/tastycounter.net\/index.php\/2024\/06\/01\/huawei-tro-thanh-doi-thu-lon-nhat-cua-nvidia-tren-thi-truong-chip-ai-trung-quoc\/"},"modified":"2024-06-01T05:33:11","modified_gmt":"2024-06-01T05:33:11","slug":"huawei-tro-thanh-doi-thu-lon-nhat-cua-nvidia-tren-thi-truong-chip-ai-trung-quoc","status":"publish","type":"post","link":"https:\/\/tastycounter.net\/index.php\/2024\/06\/01\/huawei-tro-thanh-doi-thu-lon-nhat-cua-nvidia-tren-thi-truong-chip-ai-trung-quoc\/","title":{"rendered":"Huawei tr\u1edf th\u00e0nh \u0111\u1ed1i th\u1ee7 l\u1edbn nh\u1ea5t c\u1ee7a Nvidia tr\u00ean th\u1ecb tr\u01b0\u1eddng chip AI Trung Qu\u1ed1c"},"content":{"rendered":"<\/p>\n<div class=\"content-detail textview\">\n<div class=\"audio\"><audio controls><\/audio><\/div>\n<p>B\u1ed1i c\u1ea3nh c\u1ea1nh tranh c\u1ee7a th\u1ecb tr\u01b0\u1eddng chip AI Trung Qu\u1ed1c \u0111ang tr\u1ea3i qua m\u1ed9t s\u1ef1 thay \u0111\u1ed5i \u0111\u00e1ng k\u1ec3 v\u1ec1 c\u00e1n c\u00e2n th\u1ecb ph\u1ea7n, khi Huawei \u0111ang d\u1ea7n gi\u00e0nh \u0111\u01b0\u1ee3c \u01b0u th\u1ebf tr\u01b0\u1edbc Nvidia. Di\u1ec5n bi\u1ebfn n\u00e0y x\u1ea3y ra g\u1ea7n nh\u01b0 ngay l\u1eadp t\u1ee9c sau khi c\u00e1c l\u1ec7nh tr\u1eebng ph\u1ea1t c\u1ee7a M\u1ef9 \u0111\u1ed1i v\u1edbi Huawei v\u00e0 h\u1ea1n ch\u1ebf xu\u1ea5t kh\u1ea9u \u0111\u1ed1i v\u1edbi b\u1ed9 vi x\u1eed l\u00fd ti\u00ean ti\u1ebfn c\u1ee7a Nvidia \u0111\u01b0\u1ee3c th\u1ef1c thi, l\u00e0m thay \u0111\u1ed5i \u0111\u1ed9ng \u0111ang k\u1ec3 l\u1ef1c c\u1ee7a th\u1ecb tr\u01b0\u1eddng kh\u00f4ng ch\u1ec9 trong n\u1ed9i b\u1ed9 Trung Qu\u1ed1c, m\u00e0 c\u00f2n ph\u1ea7n n\u00e0o \u0111\u00f3 t\u00e1c \u0111\u1ed9ng \u0111\u1ebfn to\u00e0n th\u1ebf gi\u1edbi.<\/p>\n<p>C\u00e1c chip 910B Ascend do Huawei t\u1ef1 ph\u00e1t tri\u1ec3n \u0111ang nhanh ch\u00f3ng t\u1ea1o ra s\u1ee9c h\u00fat trong nhi\u1ec1u ng\u00e0nh c\u00f4ng nghi\u1ec7p kh\u00e1c nhau, theo xu h\u01b0\u1edbng chung c\u1ee7a th\u1ecb tr\u01b0\u1eddng ph\u1ea7n c\u1ee9ng h\u1ed7 tr\u1ee3 tr\u00ed tu\u1ec7 nh\u00e2n t\u1ea1o th\u1eddi gian qua, c\u0169ng nh\u01b0 s\u1ef1 ph\u1ed5 bi\u1ebfn ng\u00e0y c\u00e0ng t\u0103ng c\u1ee7a c\u00e1i g\u1ecdi l\u00e0 \u201ch\u1ed9p AI\u201d &#8211; \u201cAI boxes\u201d. \u0110\u00f3 l\u00e0 nh\u1eefng c\u1ed7 m\u00e1y t\u1ea5t c\u1ea3 trong m\u1ed9t t\u00edch h\u1ee3p chip AI, thu\u1eadt to\u00e1n d\u00e0nh ri\u00eang cho ng\u00e0nh v\u00e0 c\u00e1c m\u00f4 h\u00ecnh AI l\u1edbn \u0111\u01b0\u1ee3c \u0111\u00e0o t\u1ea1o tr\u01b0\u1edbc, cung c\u1ea5p c\u00e1c gi\u1ea3i ph\u00e1p s\u1eb5n s\u00e0ng s\u1eed d\u1ee5ng cho c\u00e1c c\u00f4ng ty nh\u1ecf c\u0169ng nh\u01b0 t\u1ed5 ch\u1ee9c ch\u00ednh ph\u1ee7. Ch\u00fang mang \u0111\u1ebfn m\u1ed9t gi\u1ea3i ph\u00e1p ti\u1ebft ki\u1ec7m chi ph\u00ed \u0111\u1ec3 c\u00e1c t\u1ed5 ch\u1ee9c n\u00e0y tinh ch\u1ec9nh c\u00e1c d\u1ecbch v\u1ee5 d\u1ef1a tr\u00ean m\u00f4 h\u00ecnh l\u1edbn m\u00e0 kh\u00f4ng c\u1ea7n \u0111\u1ea7u t\u01b0 \u0111\u00e1ng k\u1ec3.<\/p>\n<p>Th\u1ecb tr\u01b0\u1eddng b\u1ed9 x\u1eed l\u00fd AI to\u00e0n c\u1ea7u hi\u1ec7n do Nvidia th\u1ed1ng tr\u1ecb. Tuy nhi\u00ean, th\u1ecb tr\u01b0\u1eddng \u0111\u1ea1i l\u1ee5c l\u1ea1i \u0111ang ch\u1ee9ng ki\u1ebfn \u200b\u200bm\u1ed9t cu\u1ed9c l\u1eadt \u0111\u1ed3 ti\u1ec1m n\u0103ng khi Huawei s\u1eb5n s\u00e0ng v\u01b0\u1ee3t qua \u0111\u1ed1i th\u1ee7 \u0111\u1ebfn t\u1eeb M\u1ef9 tr\u00ean s\u00e2n nh\u00e0 c\u1ee7a m\u00ecnh. \u0110\u1ec3 \u0111\u1ed1i ph\u00f3 v\u1edbi c\u00e1c h\u1ea1n ch\u1ebf xu\u1ea5t kh\u1ea9u c\u1ee7a Hoa K\u1ef3 \u0111\u1ed1i v\u1edbi b\u1ed9 x\u1eed l\u00fd A800, H800 v\u00e0 L40S, Nvidia \u0111\u00e3 gi\u1edbi thi\u1ec7u c\u00e1c lo\u1ea1i chip c\u1ea5p th\u1ea5p h\u01a1n, ch\u1eb3ng h\u1ea1n nh\u01b0 H20, \u0111\u01b0\u1ee3c thi\u1ebft k\u1ebf ri\u00eang cho Trung Qu\u1ed1c. Tuy nhi\u00ean, nh\u1eefng con chip n\u00e0y \u0111ang bu\u1ed9c b\u00e1n v\u1edbi gi\u00e1 chi\u1ebft kh\u1ea5u so v\u1edbi chip Ascend 910B c\u1ee7a Huawei, ph\u1ea3n \u00e1nh s\u1ef1 c\u1ea1nh tranh gay g\u1eaft v\u00e0 nh\u1eefng th\u00e1ch th\u1ee9c th\u1ecb tr\u01b0\u1eddng m\u00e0 Nvidia ph\u1ea3i \u0111\u1ed1i m\u1eb7t.<\/p>\n<div id=\"articleads\" class=\"adbox adsense in-article\"><ins class=\"adsbygoogle\" style=\"text-align:center\" data-ad-format=\"fluid\" data-ad-layout=\"in-article\" data-ad-client=\"ca-pub-9275417305531302\" data-ad-slot=\"2079243249\"><\/ins><\/div>\n<p><img loading=\"lazy\" decoding=\"async\" style=\"margin-left:auto;margin-right:auto\" src=\"https:\/\/st.quantrimang.com\/photos\/image\/holder.png\" alt=\"Huawei tr\u1edf th\u00e0nh \u0111\u1ed1i th\u1ee7 l\u1edbn nh\u1ea5t c\u1ee7a Nvidia tr\u00ean th\u1ecb tr\u01b0\u1eddng chip AI Trung Qu\u1ed1c\" width=\"640\" height=\"360\" class=\"lazy\" data-src=\"https:\/\/st.quantrimang.com\/photos\/image\/2024\/05\/30\/huawei-tro-thanh-doi-thu-lon-nhat-cua-nvidia1.jpg\"><\/p>\n<p>H\u1ec7 sinh th\u00e1i Ascend c\u1ee7a Huawei \u0111\u00e3 ph\u00e1t tri\u1ec3n nhanh ch\u00f3ng v\u1edbi 40 \u0111\u1ed1i t\u00e1c ph\u1ea7n c\u1ee9ng, 1.600 \u0111\u1ed1i t\u00e1c ph\u1ea7n m\u1ec1m v\u00e0 2.900 gi\u1ea3i ph\u00e1p \u1ee9ng d\u1ee5ng AI. H\u00e0ng lo\u1ea1t c\u00f4ng ty n\u1ed5i ti\u1ebfng c\u1ee7a Trung Qu\u1ed1c nh\u01b0 Tianjin Sitonholy v\u00e0 SenseTime \u0111ang s\u1eed d\u1ee5ng chip Huawei cho s\u1ea3n ph\u1ea9m c\u1ee7a h\u1ecd. Trong \u0111\u00f3 SenseTime d\u1ef1 \u0111o\u00e1n doanh s\u1ed1 b\u00e1n AI t\u1ed5ng qu\u00e1t c\u1ee7a m\u00ecnh s\u1ebd t\u0103ng g\u1ea5p \u0111\u00f4i nh\u1edd c\u00e1c h\u1ed9p AI n\u00e0y.<\/p>\n<p>Gi\u1edbi ph\u00e2n t\u00edch d\u1ef1 \u0111o\u00e1n vi\u1ec7c m\u1edf r\u1ed9ng kinh doanh chip AI c\u1ee7a Huawei s\u1ebd gi\u00fap h\u00e3ng s\u1edbm chi\u1ebfm l\u0129nh th\u1ecb tr\u01b0\u1eddng n\u1ed9i \u0111\u1ecba. Th\u1ecb tr\u01b0\u1eddng h\u1ed9p AI, \u0111\u01b0\u1ee3c coi l\u00e0 c\u1ea7n thi\u1ebft cho doanh nghi\u1ec7p, d\u1ef1 ki\u1ebfn \u200b\u200bs\u1ebd ch\u1ee7 y\u1ebfu c\u00f3 s\u1ef1 g\u00f3p m\u1eb7t c\u1ee7a c\u00e1c c\u00f4ng ty trong n\u01b0\u1edbc do Huawei d\u1eabn \u0111\u1ea7u. C\u00e1c nh\u00e0 ph\u00e2n t\u00edch c\u1ee7a Pacific Securities v\u00e0 Counterpoint \u0111\u1ec1u \u0111\u00e1nh gi\u00e1 cao kh\u1ea3 n\u0103ng c\u00f4ng ngh\u1ec7 v\u00e0 ti\u1ec1m n\u0103ng th\u1ecb tr\u01b0\u1eddng \u0111\u00e1ng k\u1ec3 c\u1ee7a Huawei. Tuy nhi\u00ean, t\u1ed1c \u0111\u1ed9 v\u01b0\u01a1n l\u00ean c\u1ee7a c\u00f4ng ty n\u00e0y ph\u1ee5 thu\u1ed9c v\u00e0o kh\u1ea3 n\u0103ng t\u0103ng c\u01b0\u1eddng s\u1ea3n xu\u1ea5t c\u1ee7a h\u00e3ng, v\u00ec vi\u1ec7c s\u1ea3n xu\u1ea5t b\u1ed9 x\u1eed l\u00fd m\u00e1y ch\u1ee7 v\u00e0 b\u1ed9 t\u0103ng t\u1ed1c AI hi\u1ec7u su\u1ea5t cao ph\u1ee9c t\u1ea1p h\u01a1n nhi\u1ec1u so v\u1edbi c\u00e1c h\u1ec7 th\u1ed1ng system-on-a-chip.<\/p>\n<p>T\u1ea1p \u0111\u1eb7t sang m\u1ed9t b\u00ean s\u1ef1 tr\u1ed7i d\u1eady c\u1ee7a Huawei, Nvidia v\u1eabn l\u00e0 m\u1ed9t \u201ctay ch\u01a1i\u201d l\u1edbn, chi\u1ebfm 90% s\u1ed1 chip AI \u0111\u01b0\u1ee3c b\u00e1n \u1edf Trung Qu\u1ed1c trong n\u1eeda \u0111\u1ea7u n\u0103m ngo\u00e1i, so v\u1edbi ch\u1ec9 6% c\u1ee7a Huawei. Tuy nhi\u00ean, xu h\u01b0\u1edbng th\u1ecb tr\u01b0\u1eddng \u0111ang thay \u0111\u1ed5i khi ng\u00e0y c\u00e0ng c\u00f3 nhi\u1ec1u c\u00f4ng ty Trung Qu\u1ed1c tung ra h\u1ed9p AI s\u1eed d\u1ee5ng chip Huawei. C\u00e1c chip d\u00e0nh ri\u00eang cho Trung Qu\u1ed1c c\u1ee7a Nvidia, bao g\u1ed3m c\u1ea3 H20, hi\u1ec7n \u0111ang \u0111\u01b0\u1ee3c b\u00e1n v\u1edbi gi\u00e1 chi\u1ebft kh\u1ea5u so v\u1edbi s\u1ea3n ph\u1ea9m c\u1ee7a Huawei.<\/p>\n<p>Trong th\u1eddi gian t\u1edbi, Huawei d\u1ef1 ki\u1ebfn \u200b\u200bs\u1ebd \u01b0u ti\u00ean ph\u00e1t tri\u1ec3n chip AI h\u01a1n chip di \u0111\u1ed9ng \u0111\u1ec3 \u0111\u1ea3m b\u1ea3o v\u1ecb tr\u00ed d\u1eabn \u0111\u1ea7u th\u1ecb tr\u01b0\u1eddng t\u1ea1i Trung Qu\u1ed1c. S\u1ef1 h\u1ee3p t\u00e1c v\u1edbi c\u00e1c c\u00f4ng ty nh\u01b0 iFlyTek nh\u1eb1m m\u1ee5c \u0111\u00edch gi\u1ea3i quy\u1ebft c\u00e1c t\u1eafc ngh\u1ebdn v\u1ec1 n\u0103ng l\u1ef1c t\u00ednh to\u00e1n, v\u1edbi c\u00e1c s\u1ea3n ph\u1ea9m nh\u01b0 Spark Number 1 c\u00f3 th\u1ec3 \u0111\u01b0\u1ee3c so s\u00e1nh v\u1edbi b\u1ed9 x\u1eed l\u00fd A100 c\u1ee7a Nvidia.<\/p>\n<div id=\"articleads2\" class=\"adbox in-article adsense\"><ins class=\"adsbygoogle\" style=\"text-align:center\" data-ad-format=\"fluid\" data-ad-layout=\"in-article\" data-ad-client=\"ca-pub-9275417305531302\" data-ad-slot=\"4889239415\"><\/ins><\/div>\n<p>Ph\u1ea3n \u1ee9ng mang t\u00ednh chi\u1ebfn l\u01b0\u1ee3c c\u1ee7a Nvidia tr\u01b0\u1edbc \u00e1p l\u1ef1c c\u1ea1nh tranh n\u00e0y bao g\u1ed3m vi\u1ec7c gi\u1ea3m gi\u00e1 v\u00e0 gi\u1edbi thi\u1ec7u c\u00e1c lo\u1ea1i chip ph\u00f9 h\u1ee3p d\u00e0nh ri\u00eang cho th\u1ecb tr\u01b0\u1eddng Trung Qu\u1ed1c. Tuy nhi\u00ean, ch\u1ea5p nh\u1eefng n\u1ed7 l\u1ef1c \u0111\u00f3, c\u00e1c nh\u00e0 ph\u00e2n t\u00edch nh\u1ea5n m\u1ea1nh s\u1ef1 kh\u00f4ng ch\u1eafc ch\u1eafn xung quanh t\u01b0\u01a1ng lai c\u1ee7a Nvidia t\u1ea1i Trung Qu\u1ed1c trong b\u1ed1i c\u1ea3nh c\u0103ng th\u1eb3ng th\u01b0\u01a1ng m\u1ea1i M\u1ef9-Trung.<\/p>\n<p>Khi th\u1ecb ph\u1ea7n c\u1ee7a Trung Qu\u1ed1c trong ng\u00e0nh AI to\u00e0n c\u1ea7u \u0111\u01b0\u1ee3c d\u1ef1 \u0111o\u00e1n s\u1ebd v\u01b0\u1ee3t qu\u00e1 30% v\u00e0o n\u0103m 2035, cu\u1ed9c chi\u1ebfn \u0111ang di\u1ec5n ra gi\u1eefa Huawei v\u00e0 Nvidia tr\u00ean th\u1ecb tr\u01b0\u1eddng chip AI s\u1ebd c\u00f3 t\u00e1c \u0111\u1ed9ng s\u00e2u r\u1ed9ng \u0111\u1ed1i v\u1edbi c\u1ea3 c\u00e1c c\u00f4ng ty v\u00e0 to\u00e0n ng\u00e0nh.<\/p>\n<\/div>\n","protected":false},"excerpt":{"rendered":"<p>B\u1ed1i c\u1ea3nh c\u1ea1nh tranh c\u1ee7a th\u1ecb tr\u01b0\u1eddng chip AI Trung Qu\u1ed1c \u0111ang tr\u1ea3i qua m\u1ed9t s\u1ef1 thay \u0111\u1ed5i \u0111\u00e1ng k\u1ec3 v\u1ec1 c\u00e1n c\u00e2n th\u1ecb ph\u1ea7n, khi Huawei \u0111ang d\u1ea7n gi\u00e0nh \u0111\u01b0\u1ee3c \u01b0u th\u1ebf tr\u01b0\u1edbc Nvidia. Di\u1ec5n bi\u1ebfn n\u00e0y x\u1ea3y ra g\u1ea7n nh\u01b0 ngay l\u1eadp t\u1ee9c sau khi c\u00e1c l\u1ec7nh tr\u1eebng ph\u1ea1t c\u1ee7a M\u1ef9 \u0111\u1ed1i v\u1edbi [&hellip;]<\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[1],"tags":[],"class_list":["post-1956","post","type-post","status-publish","format-standard","hentry","category-khong-phan-loai"],"_links":{"self":[{"href":"https:\/\/tastycounter.net\/index.php\/wp-json\/wp\/v2\/posts\/1956","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/tastycounter.net\/index.php\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/tastycounter.net\/index.php\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/tastycounter.net\/index.php\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/tastycounter.net\/index.php\/wp-json\/wp\/v2\/comments?post=1956"}],"version-history":[{"count":0,"href":"https:\/\/tastycounter.net\/index.php\/wp-json\/wp\/v2\/posts\/1956\/revisions"}],"wp:attachment":[{"href":"https:\/\/tastycounter.net\/index.php\/wp-json\/wp\/v2\/media?parent=1956"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/tastycounter.net\/index.php\/wp-json\/wp\/v2\/categories?post=1956"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/tastycounter.net\/index.php\/wp-json\/wp\/v2\/tags?post=1956"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}