DCD Magazine #62 - The coming wave
Will compute at sea sink or swim?
News - The Compute, Storage & Networking Channel, Huawei
The latest news from the AI, data center, telco, chip, and cloud sector
DCD Magazine #62 out now
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Huawei bets big on near-packaged optics with 7.2T module to fuel AI scaling
Vendor champions open NPO play over CPO for AI networks
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LineShine: All-CPU Chinese supercomputer named world's most powerful
Huawei gear used in 2.198 exaflops supercomputer
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Stop shrinking, start speeding: Huawei says it has found a way past Moore's Law
Huawei’s τ Scaling Law argues the future of chips lies in time, not transistor size
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Huawei launches full-stack data infrastructure offering for AI
Includes OceanStor Pacific scale out storage offering
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Huawei predicts 60% revenue boost from sale of its AI chips in 2026
Company is forecasting $12bn worth of sales
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Baidu and Huawei account for 70% of China's GPU cloud market
Report covers the first half of 2025
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Huawei announces annual release cadence for three new Ascend AI chips, unveils ‘supernode’ offering company says will outperform Nvidia’s NVL144
Announcements made at company’s Huawei Connect conference in Shanghai
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Huawei looks to take on Nvidia with rival ‘CloudMatrix’ AI servers
Powered by 384 of its Ascend 910C chips, Huawei’s CloudMatrix servers offer more memory and bandwidth than Nvidia’s GB200 NVL72 at the cost of considerably more power
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Taiwan puts export controls on Chinese chipmakers Huawei and SMIC
A total of 601 new entities were added to the list over the weekend
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Huawei CEO: Chinese firm's chips lag US counterparts by a generation
Comments come as US and China agree trade framework
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Malaysian gov't retracts launch of Huawei-powered sovereign AI
Government had intended to use Ascend chips
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Huawei building new chip fab in Shenzhen for advanced chip production – report
Company is also looking to test its upcoming Ascend 910D chips
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Huawei unveils Ascend 920 AI chip, will start shipping 910C to Chinese customers from May – report
Chip launch follows additional US export restrictions on Nvidia H20 GPUs to China
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China-based Sophgo implicated in TSMC Huawei chip row, denies all allegations – report
Reports suggest Sophgo ordered chips matching ones found on Huawei’s Ascend 910B
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TSMC alerted US to alleged Huawei chip order, chipmaker not under investigation - report
Company said it “proactively communicated” with the government when order was received
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US government investigating TSMC for alleged sanctions breach – report
Questions over whether company has produced chips for sanctioned Huawei
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Huawei launches Dorado V7 all-flash storage solution
Can apparently achieve 500 petabytes of capacity in a single space
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Huawei partners with Wuhan Xinxin to develop advanced memory chips for AI - report
High-bandwidth memory critical component of AI chips
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US government revokes Intel and Qualcomm's Huawei export licenses
Move comes after US politicians were angered by Intel chips found in Huawei laptop
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Huawei unveils its OceanStor A800 AI-specific storage solution; announces 128TB high-capacity SSD
Products were unveiled at company’s annual Innovative Data Infrastructure forum
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Huawei developing storage solution to make companies “forget about tape”
Peter Zhou, president of the data storage product line, teased upcoming offering at Berlin conference
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Huawei wants to develop lithography machinery at new Shanghai chip R&D campus
Company looking to hire veteran chip workers to staff the facility
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Huawei launches cloud computing instances for small-medium businesses
HECS X Instance offers two times performance at same specifications as other models
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US government still investigating alleged chip sanctions breach by SMIC
Probe relates to inclusion of 7nm chips in Huawei Mate 60 Pro phone
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US sanctions impact Chinese chip imports, but universities skirting restrictions
Nvidia A100s and H100s amongst restricted semiconductors purchased in China
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China's national computing plan targets 300 exaflops of compute, Edge, and advanced storage
Government lays out aggressive plans for a national data center upgrade
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Seagate fined $300m for selling sanctioned storage to Huawei
Company shipped seven million drives worth $1.1 billion to the Chinese company
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Telecom Egypt pairs with Huawei for Africa's 'first green tower'
Uses a fiber reinforced polymer solution