华为新技术将对标英伟达，大幅提升AI算力利用率

Core Insights - Huawei is set to release a groundbreaking AI technology next week aimed at improving the efficiency of computing resource utilization, potentially increasing GPU and NPU utilization rates from the industry average of 30%-40% to 70% [1] - The new technology is designed to unify resource management across different computing platforms, including Nvidia and Huawei's Ascend, by leveraging software innovations to mask hardware differences [1] - Nvidia's recent acquisition of Israeli company Run:ai for $700 million is a strategic move to enhance its dominance in the AI chip market, where it holds 80% of the high-end GPU market share [2] Group 1 - Huawei's upcoming technology focuses on solving the challenge of computing resource efficiency, which is critical for AI training and inference [1] - The technology aims to provide a competitive alternative to Nvidia's Run:ai, which has been successful in improving GPU utilization for various companies, including Wayve, which increased its GPU cluster efficiency from below 25% to over 80% [2] - The software-centric approach of Huawei's technology is particularly important for smaller companies and non-AI industries that may struggle with hardware limitations [1][2] Group 2 - Huawei has previously introduced key technologies to address its chip shortcomings, such as the Ascend 384 super node, which leverages its strengths in communication and storage to overcome bottlenecks [3] - The Unified Cache Manager (UCM) technology recently open-sourced by Huawei reduces reliance on high-end memory and balances costs, showcasing its commitment to enhancing AI capabilities [3] - The upcoming technology release is significant for the Chinese industry, which seeks to reduce dependence on Nvidia amid constraints in advanced chip manufacturing [2][3]