HUAWEI yaipoteza NVIDIA kwenye soko la China, pigo lingine kwa Trump.

[stakehigh]

Dunia inahitaji balance of power dhidi ya Western countries hegemony. Nazikubali harakati za Urusi na China kwenye kuchange world order​

chukulia huu mfano: kutengeneza AI bora kwa tulipofika you need NVIDIA + CUDA ila kwa kua unataka kufanya siasa utajikuta unajikaza kwamba hamna shida nazo, nani analoose apa?

 

[stakehigh]

Hapa unataka kumaanisha nini?

we jua china haziwezi kutoa kadi ya GPU kwa sasa ambayo ina nguvu zaidi ya NVIDIA

 

[-ArkadHill]

Hivi hiyo technology ya mchina onawafunikaje hawa jamaa?

Major Tech Companies​

1. Apple Inc. – iPhones, Macs, iOS, iCloud
2. Microsoft – Windows, Office, Azure, Xbox
3. Google (Alphabet Inc.) – Search engine, Android, Google Cloud, YouTube
4. Amazon – AWS (cloud), Alexa, Echo devices
5. Meta Platforms (formerly Facebook) – Facebook, Instagram, WhatsApp, Oculus VR
6. Tesla – Electric vehicles, Autopilot, AI chips
7. NVIDIA – GPUs, AI chips, CUDA platform
8. Intel – CPUs, semiconductors, integrated graphics
9. AMD – Processors, GPUs (Radeon), chipsets
10. IBM – Cloud, Watson AI, quantum computing
11. Cisco Systems – Networking hardware and software
12. Oracle – Databases, cloud services, enterprise software
13. Qualcomm – Mobile chipsets (Snapdragon), 5G tech
14. Netflix – Streaming platform, content delivery tech
15. SpaceX – Rockets, Starlink internet
16. Palantir – Big data analytics software
17. HP (Hewlett-Packard) – PCs, printers, enterprise solutions
18. Dell Technologies – Computers, servers, cloud solutions
19. Adobe Systems – Photoshop, Premiere, Creative Cloud
20. Uber Technologies – Ride-hailing, autonomous vehicle research

Emerging Technologies​

• AI and Machine Learning – OpenAI (ChatGPT), DeepMind (owned by Alphabet)
• Quantum Computing – IBM, Google, Rigetti Computing
• Augmented & Virtual Reality – Meta (Oculus), Apple (Vision Pro)
• 5G & Edge Computing – Qualcomm, Intel, AT&T, Verizon
• Cybersecurity – CrowdStrike, Palo Alto Networks, Fortinet
• FinTech – Stripe, Square (Block), Robinhood, Coinbase
• Clean Energy Tech – Tesla, Enphase Energy, SunPower

Unataka nikupe orodha ya kampuni za kiteknolojia ndogo au zile zinazochipukia pia?

Mkuu huyu jamaa labda ni mpiga debe tu wa uchina ila hakuna anachoelewa

 

[Xi Jinping]

lakini sasa NVIDIA mzee iko mbal, sjui nkueleze vp uelewe ila NVIDIA ni mafia wa GPU, kadi zao zpo miaka buku mbele na sio issue ya kadi tu nmekwambia unaweza kua na kadi yenye uwezo zaidi ya NVIDIA ila bila kua na CUDA mzee hutoboi, ata uloge

NVIDIA, AMD, na Qualcomm ni fabless companies. Wao wanadesign tu ila manufacturer wao ni TSMC kampuni ya Taiwan

Marekani hawana bleeding edge foundry. Hata mmiliki wa NVIDIA ni Mtaiwan pia ijapokuwa ameinvest Marekani

Semiconductor foundries za China zinaweza kudesign na kumanufacture

Unaposema NVIDIA iko mbele kwa nini wanashindwa kufanya manufacturing​

 

[stakehigh]

NVIDIA, AMD, na Qualcomm ni fabless companies. Wao wanadesign tu ila manufacturer wao ni TSMC kampuni ya Taiwan

Marekani hawana bleeding edge foundry. Hata mmiliki wa NVIDIA ni Mtaiwan pia

Semiconductor foundries za China zinaweza kudesign na kumanufacture

Unaposema NVIDIA iko mbele kwa nini wanashindwa kufanya manufacturing​

TSMC ni kama kiwanda cha kugeuza mahindi kua unga, NVIDIA ni shamba la mahindi, kusifia ubora wa bidhaa kwa msaga mahindi ni uongo

2) TSMC anadeal na SEMI CONDUCTORS tu, haina uhusiano wa 100% na GPU

 

[Xi Jinping]

we jua china haziwezi kutoa kadi ya GPU kwa sasa ambayo ina nguvu zaidi ya NVIDIA

GPU ya Huawei inacompete vizuri tu na NVIDIA kwenye performance

 

[Xi Jinping]

TSMC ni kama kiwanda cha kugeuza mahindi kua unga, NVIDIA ni shamba la mahindi, kusifia ubora wa bidhaa kwa msaga mahindi ni uongo

2) TSMC anadeal na SEMI CONDUCTORS tu, haina uhusiano wa 100% na GPU

Kwa hiyo tunakubaliana kuwa HUAWEI wako mbele ya NVIDIA kwa sababu wao ni kama wana shamba la mahindi na kiwanda cha kusaga mahindi kuwa unga sio?

Vipi ikiwa msaga mahindi angetumia mashine isiyo na ubora ungepata unga mzuri? Kwa hiyo Bado ubora wa chips za NVIDIA, AMD na Qualcomm unabebwa na manufacturer TSMC (Mtaiwan)

Kuna sehemu nimezungumza kuwa TSMC wanadeal na GPU?​

 

[excel]

nani yuko nyuma ya china?

 

[Xi Jinping]

nani yuko nyuma ya china?

China

 

[joseph1989]

AI au akili mnemba ili iweze kufanya kazi inahitaji chip, na sio tu kila chip inaweza kufanya hivyo.

Kuna chips maalumu na za hali ya juu kwa ajili ya AI. Na kampuni ya NVIDIA imekuwa supplier mkubwa wa hizo chips zinazoitwa H20 na H100. Na moja ya soko lake kubwa lilikuwa ni China.

Wiki iliyopita uongozi wa Trump uliizuia NVIDIA kuuza chip aina ya H20 nchini China. Wakati H100 zilizuiwa kuuzwa China tangu 2022 kipindi cha utawala wa Biden.

Hatimaye HUAWEI wamekuja na chip inayoitwa Huawei's Ascend 910C.

Ukija kwenye perfomance-wise, Ascend 910C ni more powerfull kuliko H20 na ni powerful kuliko chip bora na latest zaidi ya NVIDIA H100.

Wakati kampuni kama DeepSeek ikifanya vizuri kwenye AI software, HUAWEI imekuja kumaliza game la AI kwenye AI hardware. Hizi sio habari njema kwa Marekani na California Silicon Valley achia mbali NVIDIA.

Next month HUAWEI itaanza mass shipment kwa wateja wake wa China na tayari kampuni kama Baidu na ByteDance wamiliki wa TikTok wameanza kuzitest na kuzikubali.

Matokeo ni kwamba hisa za NVIDIA zimeshuka kwa 3% kwenye soko la hisa nchini Marekani. Na inakadiriwa NVIDIA itapoteza mapato ya USD 17 billion kutoka China.

Wakati Trump alipokuwa raisi wa Marekani awamu yake ya kwanza mwaka 2018 serikali yake iliifanyia figisu kampuni ya HUAWEI ili ipotee kwenye soko la dunia. Haya ndiyo aliyosema CEO wa Huawei:​

“If you don't sell your product to a company, you are actually forcing it to make a similar product one day, and you will not be able to sell your product any longer.”
– Ren Zhengfei (Huawei CEO)​

Wenzetu wakiwekewa vikwazo akili ndio inazidi kufunguka.

 

[Xi Jinping]

Wenzetu wakiwekewa vikwazo akili ndio inazidi kufunguka.

Mchina ni bora usimwekee vikwazo lazima afanye mapinduzi na hautakuja tena kumtambia au kumuuzia bidhaa yako kamwe​

 

[Xi Jinping]

kutengeneza AI bora kwa tulipofika you need NVIDIA + CUDA ila kwa kua unataka kufanya siasa utajikuta unajikaza kwamba hamna shida nazo, nani analoose apa?

Huawei wametengeneza AI chip bora Ascend 910C bila NVIDIA + CUDA

Huawei kwao ni mwendo wa Ascend 910C + HBM3​

 

[lost files]

Kuna shida mtu kwenda kusoma taifa lingine?​

Mimi shabiki number moja wa CGTN tv na CGTN documentaries..viongozi wa makampuni,wana science wakubwa wa China,madaktari N.K,Wakihojiwa 70% wamesoma US,hili linathibitisha ubora wa elimu ya US,wamekeza haswa.. unaweza kusema yote lakini kwa point hii ya elimu China bado wajipange

 

[Xi Jinping]

Mimi shabiki number moja wa CGTN tv na CGTN documentaries..viongozi wa makampuni,wana science wakubwa wa China,madaktari N.K,Wakihojiwa 70% wamesoma US,hili linathibitisha ubora wa elimu ya US,wamekeza haswa.. unaweza kusema yote lakini kwa point hii ya elimu China bado wajipange

VYUO BORA KWA TAFITI BORA DUNIANI

PHYSICS

CHEMISTRY

 

[lost files]

VYUO BORA KWA TAFITI BORA DUNIANI
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PHYSICS
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CHEMISTRY
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Ndio nini hiki??mkuu unajua kusoma?? chief mkwawa kakupa elimu ya Jambo ambalo kila mtu anajua linavyofanya kazi,umekaza fuvu..nakupa mfano wa wasomi wa China kusomea marekani una reply na top Nini sijui,are you alright??

 

[Xi Jinping]

Ndio nini hiki??mkuu unajua kusoma?? chief mkwawa kakupa elimu ya Jambo ambalo kila mtu anajua linavyofanya kazi,umekaza fuvu..nakupa mfano wa wasomi wa China kusomea marekani una reply na top Nini sijui,are you alright??

Hizo 70% za wanasayansi Wachina waliosoma Marekani ulizotolea wapi? Zilete hapa tuanze kujadili kwa fact

Nimekuwekea hiyo ili nikueleweshe kuwa vyuo vya China vinafanya vizri kwenye tafiti za kisayansi kuliko vya Marekani​

 

[Pakada]

Kumbe ngoja niendeleee kutamba nayo

 

[pandagichiza]

True

Na wameshapoteza sioni teknolojia yoyote aliyo nayo Marekani kwa sasa ambayo anaweza kutamba nayo ambayo China hana

 

[stakehigh]

Huawei wametengeneza AI chip bora Ascend 910C bila NVIDIA + CUDA

Huawei kwao ni mwendo wa Ascend 910C + HBM3​

mzee hakunaga kitu kama AI chip zile ni GPU (GRAPHICAL PROCESSING UNIT) kazi yake ni kurender graphics tu 🤣🤣🤣, kuitumia kwenye AI unaongeza CUDA

 

[stakehigh]

Kwa hiyo tunakubaliana kuwa HUAWEI wako mbele ya NVIDIA kwa sababu wao ni kama wana shamba la mahindi na kiwanda cha kusaga mahindi kuwa unga sio?

Vipi ikiwa msaga mahindi angetumia mashine isiyo na ubora ungepata unga mzuri? Kwa hiyo Bado ubora wa chips za NVIDIA, AMD na Qualcomm unabebwa na manufacturer TSMC (Mtaiwan)

Kuna sehemu nimezungumza kuwa TSMC wanadeal na GPU?​

unaweza kutumia mashine nzuri ya kusaga na ukatoka unga mbaya, nkimaanisha kila mbegu ya mahindi znatafautiana na ndo znaamua ugali utoke vp

- TSMS kwenye GPU hawapo sana zaidi wanadeal na semi conductors ambazo zko pia kwenye GPU but hazina uhusiano na kuamua NVIDIA ama AMD awe bora, kuna kitu unachanganya apa, kwanza unatakiwa kuelewa ili AI iweze kufanya kazi inatakiwa kua na nini ndo tutafika conclusion, labda nkuulize ili AI iweze kurun inahitaji hardware gan na gan